Скачать или смотреть How to Automatically Sync New Wealthbox CRM Contacts to Mailchimp with Zapier

Discover how to automate your contact management with this step-by-step tutorial by Jeff from Advisor Tech Partners! Learn how to create a Zap in Zapier that seamlessly syncs contacts from Wealthbox to Mailchimp, ensuring no leads slip through the cracks. Ideal for RIAs looking to scale their practice, this automation saves time, reduces errors, and ensures your email marketing efforts are always up-to-date.

In this video, you'll learn:
👉 Why syncing Wealthbox to Mailchimp is essential for RIAs.
👉 How to set up and test a Zap in Zapier.
👉 How this automation boosts efficiency and supports scaling.

📘 Download our free ebook: Mastering Strategies to Avoid the RIA Disaster for actionable tips on workflows and processes! https://www.advisortechpartners.com/f...

📅 Schedule an introductory meeting with Advisor Tech Partners to optimize your advisor technology stack today! https://app.greminders.com/t/2c5bbdd2...

Chapters
00:00 What will this Wealthbox to Mailchimp automation do?
00:57 Creating the “Zap” Automation in Zapier
03:21 Testing the “Zap” Automation
04:03 Publishing the “Zap”

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