- How to automatically tag contacts in Mailchimp when deals are updated in HubSpot
- 1. Set the HubSpot trigger as “Deal 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 tag contacts in Mailchimp when deals are updated in HubSpot
Set the HubSpot trigger as “Deal changed”
To activate your playbook's actions before modifying a deal in HubSpot, you need to add a trigger.
Go to your playbook and click "Add trigger." Select the "Deal changed" trigger from the HubSpot options and then choose the Pipeline you want to work with (e.g., "Sales Pipeline"). After that, select a field that you want to monitor for changes (e.g., "Amount"). This will allow your playbook to identify new deal changes and perform the necessary actions automatically.
If you haven't connected your HubSpot account to 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 member tags from new HubSpot deal changes.
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 tags 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 tag contacts in Mailchimp when deals are updated 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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