Guide

How to automatically create tags in Mailchimp for new form submissions in HubSpot

Are you tired of manually updating your contact lists and dealing with the annoying delays that come along with it? With Relay.app you can say goodbye to those headaches and welcome a new era of streamlined contact management with our HubSpot to Mailchimp workflow! Imagine this: Whenever someone fills out a form on HubSpot, a corresponding tag is automatically created in Mailchimp. This will transform the way you categorize and organize your subscribers, with no more delays or required manual data entry. Relay.app elevates your email marketing strategy and ensures your mailing lists are always up-to-date. In this guide, we’ll show you how to set this integration up in four easy steps, so you'll say goodbye to the hassle and hello to a more efficient, practical approach to managing your contacts!
HubSpot logoHubSpot > Mailchimp
Trigger
Last triggered
HubSpot logoNew form submission
Mailchimp logoGet or create tag
1

Set the HubSpot trigger as “New form submission”

To activate actions in your playbook before a new form is submitted in HubSpot, you need to add a trigger.

To do this, access your playbook and click "Add trigger." from the HubSpot options, select the "New form submission" trigger, and choose a form that you want to work with (e.g., "New client registration"). This will allow your playbook to identify the new form submission and perform the required actions automatically.

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

2

Add the “Get or create tag” in Mailchimp step

Integrate the Mailchimp automation to instantly get or create a tag from the new HubSpot form submission.

Select "Add step," then locate the "Get or create tag" automation, and input the relevant details, such as Audience, and Name.

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 get or create a tag through your Mailchimp account.

3

Activate your playbook

Activating your playbook is the final step to automate HubSpot via Mailchimp. Once turned on, it will respond to create tags in Mailchimp for new form submissions 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.

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