Connect Wealthbox to Mailchimp with LeadsBridge

1. Head over to the left sidebar and click on the Create new Bridge green button
2. You'll be taken to the first step of the bridge creation

1. Choose Wealthbox as the source for your bridge
2. Choose Mailchimp as the destination for your bridge
3. Click on the Continue button
4. At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)

1. Click on Connect Wealthbox
2. Click on Create new integration to connect your Wealthbox (or select an existing one from the dropdown if you already connected it)
3. A popup wil be opened where you can authorize the Wealthbox integration
4. Fill API Key field to connect Wealthbox with LeadsBridge
5. Click on the Authorize button
6. You can choose a name for this Wealthbox and LeadsBridge integration (you can also edit it later)
7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
8. Now that your Wealthbox is connected, you can continue with the set-up of your bridge

How to get API Key

In order to create a Wealthbox API Key to use in LeadsBridge you should follow the steps below:


1. Log into Wealthbox
2. Click on the three dots icon in the top-right menu
3. Then, click on Settings
4. Go to PERSONAL → API Access
5. Click on Create Access Token
6. Assign a Label to your New Access Token, for instance, My LeadsBridge Access Token
7. Click on Save
8. Then, copy the generated API token
9. Finally, go back to LeadsBridge and paste the API Key into your Wealthbox integration configuration

1. Click on Connect Mailchimp
2. Click on Create new integration to connect your Mailchimp (or select an existing one from the dropdown if you already connected it)
3. A popup wil be opened where you can authorize the Mailchimp integration
4. Click on Authorize and you will be prompted to the Mailchimp authorization experience
5. Here you will need to provide the info required and grant access to LeadsBridge
6. Once done, you will be get back to LeadsBridge application
7. You can choose a name for this Mailchimp and LeadsBridge integration (you can also edit it later)
8. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
9. Now that your Mailchimp is connected, you can continue with the set-up of your bridge

Here you'll be able to map your Wealthbox information with your Mailchimp fields.

1. You will have Mailchimp fields on the left. Match the information you wish to pass align from Wealthbox
2. Based on Mailchimp functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
3. You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
4. You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped

• Click on the Save and publish button