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

Relay.app is an automation tool that lets you automate actions across HubSpot, Mailchimp, and many other apps. In this guide, we'll show you how to automatically run the “update member tags” action in Mailchimp for each form submission received in HubSpot using Relay.app.
HubSpot logoHubSpot > Mailchimp
Trigger
Last triggered
HubSpot logoForm submission received
Mailchimp logoUpdate member tags
1

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.

2

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.

3

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.

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