Guide

How to automatically update tagged Mailchimp members when HubSpot deals reach a new stage

Are you struggling to keep your email campaigns up to date, missing out on vital opportunities? Relay.app has the ultimate solution! With our platform, you can synchronize your Mailchimp audience with the evolving stages of your deals in HubSpot, letting you enjoy automatic updates and perfectly tailored campaigns every time. No more missed chances or headaches from manual tagging - Relay.app streamlines the entire process, making email marketing easy and efficient. Follow our four easy steps to set up this integration and revolutionize your email marketing strategy today. Let's get started!
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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 tag Mailchimp members when HubSpot deals reach a new stage," 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 member tags” in Mailchimp step

Integrate the Mailchimp automation to update member tags from new HubSpot deals instantly.

Select "Add step," then locate the "Update member tags" automation, and input the relevant details, such as Audience, Email address, Tags you want to add, and Tags to remove.

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 tags through your Mailchimp account.

4

Activate your playbook

Activating your playbook is the last step. Once you turn it on, the playbook automatically updates tag Mailchimp members when HubSpot deals reach a new stage 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