Guide

How to automatically tag contacts in Mailchimp when deals are updated in HubSpot

Are you tired of manually updating your contact lists in Mailchimp after successfully closing deals in HubSpot? Well, say goodbye to those tedious and time-consuming tasks because Relay.app is here to revolutionize your contact management game like never before! Imagine effortlessly translating your HubSpot deal updates into automatic tags for your Mailchimp contacts - with Relay.app, it's all possible. No more data wrangling or missed opportunities, just pure efficiency at your fingertips! Want to elevate your contact management experience? Follow these four easy steps to set up this integration and witness the magic that Relay.app has to offer. Get ready to experience the ultimate efficiency meets innovation with Relay.app!
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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 "Tag contacts in Mailchimp when deals are updated 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 “Get or create tag” in Mailchimp step

Integrate the Mailchimp automation to instantly get or create member tags from new HubSpot deal changes.

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 tags 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 tag contacts in Mailchimp when deals are updated 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