Guide

How to automatically tag Mailchimp contacts automatically when a deal reaches a certain stage in HubSpot

Do you find it challenging to create tailored email marketing campaigns for specific deal stages? If so, Relay.app can help. Relay.app is a tool that tags your Mailchimp contacts when a deal reaches a crucial stage in HubSpot. With Relay.app, you can stop relying on generic messaging and embrace personalized email marketing. By customizing your communications based on the unique progress of each deal, you can create impactful connections and take your campaigns to the next level. Relay.app isn't just about making things more efficient; it's about creating a world where your email marketing strategy resonates with precision. Are you ready to revolutionize your approach? Follow these four easy steps to set up this integration and step into the future 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 Mailchimp contacts when a deal reaches a certain stage in HubSpot," and select a relevant emoji (for example, 📄) that can help you to find it easily.

2

Set the HubSpot trigger as “Deal stage reached”

To activate actions in your playbook before a particular deal stage is reached in HubSpot, you need to add a trigger.

To do this, access your playbook and click "Add trigger" from the HubSpot options, and select the "Deal stage reached" trigger. Next, choose the Pipeline (e.g., "Sales Pipeline") you want to work with and the corresponding stage (e.g., "Contract sent"). This will allow your playbook to identify the new deal stage reached 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.

3

Add the “Get or create tag” in Mailchimp step

Integrate the Mailchimp automation to instantly get or create a tag from the new HubSpot deal stage reached.

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.

4

Activate your playbook

Activating your playbook is the final step to automate HubSpot via Mailchimp. Once turned on, it will respond to tag Mailchimp contacts automatically when a deal reaches a certain stage 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

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