Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Mailchimp makes it easy to sell stuff online, even if you don’t have an e-commerce store. Our website and commerce tools give you everything you need to launch your business, including a custom domain.MailChimp Ecommerce Integrations
It's easy to connect Wealthbox CRM + MailChimp Ecommerce without coding knowledge. Start creating your own business flow.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Triggers when a new customers is created or sent.
Triggers when a new Orders is created or sent
Triggers when a new Products is created or sent
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Creates a Customers draft
Creates a custom Order for an existing
Creates a Product draft