Guide

How to automatically add subscribers in Mailchimp for new Deal changes in HubSpot

Are you having trouble keeping your HubSpot deals and Mailchimp lists up to date? Do you often spend valuable work hours making manual updates that can lead to errors and delays? Keeping track of these changes can take time and effort, affecting your workflow and subscriber engagement. But don't worry, we have a solution for you! Relay.app is the ultimate tool to synchronize your HubSpot deals and Mailchimp lists seamlessly. Imagine a world where every deal change is automatically added or updated in your Mailchimp list, saving you time and effort and ensuring error-free subscriber management. With Relay.app, you can bid farewell to the hassle of manual updates and focus on cultivating meaningful connections with your audience. Elevate your subscriber management experience and let the synergy between HubSpot and Mailchimp work for you! In this guide, we’ll show you how to set this integration up in four easy steps. Let's get started!
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1

Create your Relay.app playbook

To begin coordinating between HubSpot and Mailchimp for your workflow, there are certain steps that you need to follow.

First, you must sign up for Relay.app and visit your dashboard. Once there, click the "New playbook" button to create a new playbook.

Next, give a name to your playbook, such as "Add subscribers in Mailchimp for new Deal changes in HubSpot," and select a relevant emoji (for example, 📄) that can help you to find it easily.

2

Set the HubSpot trigger as “Deal changed”

To activate your playbook's actions before modifying a deal in HubSpot, you need to add a trigger.

Go to your playbook and click "Add trigger." Select the "Deal changed" trigger from the HubSpot options and then choose the Pipeline you want to work with (e.g., "Sales Pipeline"). After that, select a field that you want to monitor for changes (e.g., "Amount"). This will allow your playbook to identify new deal changes and perform the necessary actions automatically.

If you haven't connected your HubSpot account to Relay.app yet, a prompt will guide you through the connection process.

3

Add the “Add subscriber to list” in Mailchimp step

Integrate the Mailchimp automation to instantly add subscribers to the list from new HubSpot deal changes.

Select "Add step," then locate the "Add subscriber to list" automation, and input the relevant details, such as Audience, Email address, Status, and Tags.

If you still need to connect your Mailchimp account to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to add subscribers to the list through your Mailchimp account.

4

Activate your playbook

Activating your playbook is the final step to automate HubSpot via Mailchimp. Once turned on, it will respond to add subscribers in Mailchimp for new Deal changes in HubSpot without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together.

Get started with Relay.app

Sign up now and get started with your playbook today