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How do I integrate my MailChimp, Constant Contact, or AWeber account with Wealthbox?

Team Wealthbox
Team Wealthbox
  • Updated

You can integrate your MailChimp, Constant Contact, and AWeber accounts by navigating to the appropriate settings page within the “Applications” page and entering your login credentials:

Please note:

  • The integration exports First name, Last name, and email address from Wealthbox. If a contact has multiple email addresses in Wealthbox, it sends only the one checked as primary OR the first email address listed if no email is marked as primary.

  • You will need MailChimp, Constant Contact, or AWeber login credentials in order to enable these integrations.