How to automatically create tags in Mailchimp for new messages received in HubSpot

Relay.app is an automation tool that lets you automate actions across HubSpot, Mailchimp, and many other apps. In this guide, we'll show you how to automatically run the “get or create tag” action in Mailchimp for each message received in HubSpot using Relay.app.
HubSpot logoHubSpot > Mailchimp
Trigger
Last triggered
HubSpot logoMessage received
Mailchimp logoGet or create tag
1

Set the HubSpot trigger as “Message received”

To activate your playbook actions before receiving a message in HubSpot, you need to add a trigger.

First, access your playbook and click on "Add trigger." From the HubSpot options, select the "Message received" trigger. This will enable your playbook to perform the required actions automatically when a message is received.

If you haven't connected your HubSpot account with Relay 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 messages received.

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, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay 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 messages received 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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