- How to automatically create tags in Mailchimp for new company changes in HubSpot
- 1. Set the HubSpot trigger as “Company changed”
- 2. Add the “Get or create tag” in Mailchimp step
- 3. Activate your playbook
- Learn more about integrating with HubSpot and Mailchimp
- Related blog posts
- More how-to guides featuring HubSpot and Mailchimp
How to automatically create tags in Mailchimp for new company changes in HubSpot
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.
Add the “Get or create tag” in Mailchimp step
Integrate the Mailchimp automation to instantly get or create a tag from the new HubSpot company change.
Select "Add step," then locate the "Get or create tag" automation, and input the relevant details, such as Audience and Name.
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 get or create a tag through your Mailchimp account.
Activate your playbook
Activating your playbook is the last step. Once you turn it on, the playbook automatically creates 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.
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