https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo400.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo85.png
Generate more leads with the Wealthbox + Mailchimp integration
Wealthbox / Mailchimp
Integrations

Generate more leads with the Wealthbox + Mailchimp integration

LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Wealthbox and Mailchimp

Quick summary of Wealthbox

Wealthbox CRM is a Web-based CRM software, which highlights a social activity stream that allows advisors to collaborate internally with their staff and monitor external client and prospect activity coming from social networks and integrated financial apps. Wealthbox is designed for offices with solo practitioners as well as groups of advisors and their assistants. A full-featured companion mobile app is available for iPhone, iPad, and Android users and is free of charge. Wealthbox CRM has contact, task, automated workflow, opportunity, calendar and project management modules for advisors to track client activity, collaborate with staff, and build their books of business.

In addiction, this software offer the Activity Streams that allow advisors to collaborate on CRM updates in a real-time feed and receive notifications within the firm. Customized activity streams in Wealthbox can also import external data from social networks, financial planning/portfolio services, broker-dealers, custodian enterprises, and financial media publishers. Through social media integrations, financial advisors can view their prospects and clients on sites like Linkedin and Twitter, and import contact names, bios, and headshots for enriched contact management profiles.

Wealthbox is integrated with tools advisors use, such as Pershing's Albridge, Blueleaf, LaserApp and Quick! Form, with many more integrations in development and to be released soon.

Quick summary of Mailchimp

Mailchimp is a leading email marketing platform designed to grow your business and make more sales. Mailchimp’s tools allow you to create highly professional email marketing campaigns effortlessly.

With Mailchimp you can easily grow your mailing list, by creating your own opt-in forms and install them on your website or blog. Once leads subscribe to your list, you can nurture them with newsletters and drip email campaigns. Mailchimp allows you to run your email marketing on autopilot. Just set up your autoresponder to send periodic emails to your subscribers based on time and actions.

Mailchimp allows you to understand the success of your campaigns, monitoring the click and open rates of your emails, to find out what works and what doesn't. Moreover, with Mailchimp, you can control your marketing automation, allowing you to engage the base of your contacts with the goal of increasing conversions and monitoring results, which is essential to increase the results of your business.


What you can do with Wealthbox and Mailchimp

Create new Mailchimp subscribers in auto update lists with Wealthbox

Create new Mailchimp subscribers in static lists with Wealthbox

Create new Mailchimp subscribers in groups with Wealthbox

Create new Mailchimp subscribers in lists with Wealthbox

Update Mailchimp subscribers in auto update lists with Wealthbox

Update Mailchimp subscribers in static lists with Wealthbox

Update Mailchimp subscribers in groups with Wealthbox

Update Mailchimp subscribers in lists with Wealthbox


About LeadsBridge

LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.

Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over +370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.

Watch the video


Start Automating today!

Try LeadsBridge for free today or schedule a demo to see how LeadsBridge can help you scale your lead generation and marketing automation