Guide

How to automatically update tags in Mailchimp for new form submissions in HubSpot

Do you feel like you're wasting valuable time on manual updates and struggling with outdated information that hinders your email marketing efforts? You need Relay.app - the powerful solution simplifying the syncing process between HubSpot and Mailchimp member tags. With Relay.app, you can be confident that your email campaigns always reflect the latest and most accurate data, ensuring maximum effectiveness and precision. No more tedious updates or scrambling to fix errors - Relay.app handles everything behind the scenes. So you can focus on creating engaging content and nurturing meaningful connections with your subscribers. If you're ready to take your email marketing game to the next level and stay ahead of data trends, follow these four easy guides to set up this integration and start experiencing the benefits of Relay.app firsthand.
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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 tags in Mailchimp for new form submissions in HubSpot," and select a relevant emoji (for example, 📄) that can help you to find it easily.

2

Set the HubSpot trigger as “New form submission”

To activate actions in your playbook before a new form is submitted in HubSpot, you need to add a trigger.

To do this, access your playbook and click "Add trigger." from the HubSpot options, select the "New form submission" trigger, and choose a form that you want to work with (e.g., "New client registration"). This will allow your playbook to identify the new form submission 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 instantly update member tags from new HubSpot form submissions.

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 in the process. Once you turn it on, it automatically updates tags in Mailchimp for new form submissions 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