Guide

How to automatically update your Mailchimp member tags for new messages received in HubSpot

Are you looking for a way to transform your synchronization experience? Relay.app is the ultimate solution that automates the update of your Mailchimp member tags in response to incoming HubSpot messages. It simplifies customer communications and email marketing efforts, making it easier for you to focus on what really matters - creating meaningful connections with your customers. With Relay.app, you can take your messaging to the next level and align it seamlessly with your email marketing strategy. Say goodbye to tedious manual updates and hello to a world where syncing your customer interactions is as easy as a click. Let Relay.app be your ally in simplifying the intricate web of customer communications and marketing synchronization. This guide will show you how to set up this integration in four easy steps. Get ready to revolutionize your communication process with Relay.app!
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1

Create your Relay.app playbook

To start coordinating between HubSpot and Mailchimp for your workflow, there are some steps that you need to follow.

First, you must sign up for Relay.app and go to your dashboard. Once there, click on the "New playbook" button to create a new playbook.

Name your playbook like "Update your Mailchimp member tags for new messages received in HubSpot," and select a relevant emoji (such as 📄) that can help you find it easily.

2

Set the HubSpot trigger as “Message received”

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

First, access your playbook and click on "Add trigger." From the HubSpot options, select the "Message received" trigger. This will enable your playbook to perform the required actions automatically when a message is received.

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 messages received.

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 your Mailchimp member tags for new messages received 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