Guide

How to automatically update subscribers in Mailchimp for new deal changes in HubSpot

Are you tired of manually updating your Mailchimp subscriber statuses whenever there's a change in your HubSpot deals? We know how frustrating it can be, especially when it disrupts the flow of your marketing efforts. But, no need to worry. With Relay.app, you can effortlessly synchronize HubSpot and Mailchimp, ensuring that every change in your HubSpot deals is automatically reflected in your Mailchimp subscriber statuses. Imagine the time saved, the efficiency gained, and the stress alleviated as Relay.app takes care of all the intricate details behind the scenes. Elevate your marketing game by following these four easy steps with Relay.app. Try it today and experience a new way of working.
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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 "Update 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 changing 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 “Update subscriber status” in Mailchimp step

Integrate the Mailchimp automation to instantly update subscriber status from new HubSpot deal changes.

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

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 update subscriber status 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 update 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