Guide

How to automatically update subscribers in Mailchimp for new deal stages reached in HubSpot

Do you struggle with managing customer communication across HubSpot and Mailchimp when crucial deal stages are reached? If so, we have a solution for you - Relay.app! With Relay.app, you can quickly transform a Mailchimp subscriber's status when a crucial deal stage is reached in HubSpot. This seamless integration streamlines customer communication and eliminates the need for manual juggling. Relay.app is not just a time-saver; it's a game-changer in marketing automation. It ensures that your messages reach the right audience at the right time, making it an essential tool for your communication strategy. Follow these four steps to set up the integration and experience the future of marketing automation with Relay.app. Try it today and see how automation meets communication brilliance.
HubSpot logoMailchimp logo
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 stage reached 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, 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 “Update subscriber status” in Mailchimp step

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

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 the new Deal stage reached 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