Guide

How to automatically update tags in Mailchimp for new company changes in HubSpot

Are you tired of constantly struggling to keep your HubSpot company updates and Mailchimp member tags in sync? Do you feel like it's a never-ending game of catch-up? Well, worry no more! Meet Relay.app - the ultimate solution to all your marketing synchronization problems. With Relay.app, you can synchronize HubSpot and Mailchimp without any headaches. No more outdated member tags or sleepless nights! Relay.app ensures that your marketing efforts are always aligned with the latest company updates, making manual synchronization a thing of the past. In this guide, we'll show you how to set up this integration in just four easy steps. So, what are you waiting for? Try Relay.app today and see your marketing evolve alongside your company!
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 tags in Mailchimp for new company changes in HubSpot," and select a relevant emoji (for example, 📄) that can help you to find it easily.

2

Set the HubSpot trigger as “Company changed”

To activate your playbook actions before changing a company in HubSpot, you need to add a trigger.

First, access your playbook and click on "Add trigger." From the HubSpot options, select the "Company changed" trigger. Then, choose constantly changing fields, like "About us." This will enable your playbook to perform the required actions automatically when the company changes.

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 instantly update member tags from new HubSpot company changes.

Select "Add step," then locate the "Update member tags" automation, and input the relevant details, such as Audience, Email address, Tags that 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 tags in Mailchimp for new company 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