Email campaigns work best when the right contacts are included (and excluded) at the right time. This automation connects Wealthbox and Mailchimp, subscriber control starts where your contact data already lives. Contacts selected in Wealthbox are automatically added to or updated in Mailchimp, allowing teams to manage newsletter audiences without jumping between systems or manually reconciling lists.
How the Wealthbox to Mailchimp Automation Works
This workflow is designed to move contacts from Wealthbox directly into Mailchimp with minimal setup.
1. Pull Contacts from Wealthbox
The workflow begins by retrieving contacts from Wealthbox using search filters. The filter targets active contacts with a specific tag, but the criteria can be adjusted to match any segmentation strategy your team uses.
2. Process Each Contact Individually
Each contact returned from Wealthbox is processed individually to ensure that every record is consistently handled as it moves through the workflow.
3. Add Contacts to a Mailchimp List
For each Wealthbox contact, the workflow adds the person as a subscriber to a designated Mailchimp audience. Merge fields are included so that existing subscribers are updated correctly rather than duplicated.
4. Keep Subscriber Data Aligned
Once the workflow is active, Mailchimp lists automatically reflect the contacts selected in Wealthbox. This makes it easier to manage campaigns, assign contacts to specific lists, and apply custom fields for targeted communication.
Why Connect Wealthbox to Mailchimp?
This integration shifts subscriber management upstream. Instead of treating Mailchimp as the place where list decisions are made, Wealthbox becomes the control point.
That means fewer manual updates, clearer ownership of subscriber data, and more confidence that campaigns are reaching the right people. Teams can spend less time managing lists and more time focused on communication and strategy.
Connect Wealthbox to Mailchimp with CloudQix
This workflow is already built and available inside CloudQix. You can deploy this same automation (and many more) with CloudQix. CloudQix connects teams with their data, consolidating systems and automating workflows with an extensive library of prebuilt connectors.
Teams can orchestrate complex processes and deploy automations in hours instead of weeks with CloudQix. Create your free CloudQix account today!
