I’m trying to create a ZAP that will auto-update subscribers in Mailchimp when an email changes in Wealthbox CRM.
Has anyone done this successfully?
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Hi
Do you mean when a WB Contact has their email address change?
WB doesn’t appear to have a Zap trigger for updated Contact: https://zapier.com/apps/wealthbox/integrations#triggers-and-actions
Hi Troy. Yes that is what I was looking for.
I do see the ZAP triggers for “Workflow completed” or “workflow started”. The issue I’m having is that if I use one of those as a trigger (because I could create a workflow that was related to email update)...is that there isn’t an email field being offered as something available from the previous steps.
So I guess I was hoping there was someone out here that had a little more experience creating ZAPs for Wealthbox. TIA!
If the WB Contact ID is available in the trigger step, then you can try using this WB Zap action step to get the email address:
NOTE: Even if you get updated email, when you Create/Update Subscriber in Mailchimp it will create a new Subscriber.
Related Topic:
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