- How to automatically create tags in Mailchimp for new messages received in HubSpot
- 1. Set the HubSpot trigger as “Message received”
- 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 messages received in HubSpot
HubSpot > MailchimpMessage received
Get or create tagSet 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 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 messages received.
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, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to get or create a tag through your Mailchimp account.
Activate your playbook
Activating your playbook is the final step to automate HubSpot via Mailchimp. Once turned on, it will respond to create tags in Mailchimp 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.
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