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Automations

Marketing · Easy

Keep your newsletter list in step with your CRM

When the CRM and email tool hold different lists, people get emails they unsubscribed from or miss ones they asked for. Syncing keeps one source of truth.

Software used

What happens

When

A contact is added to, or leaves, a HubSpot list you choose.

Then

  • They're added to, or removed from, your Mailchimp audience.
  • Their details stay matched in both tools.

How the tools connect

With a built-in integration. HubSpot CRM lists Mailchimp as an integration on its website.

Set it up

  1. Connect Mailchimp from HubSpot's app marketplace.

  2. Pick which HubSpot list feeds which Mailchimp audience. Only sync people who agreed to marketing email.

  3. Add a test contact and check that it appears in Mailchimp.

Menus change, so these steps say what to do rather than where to click. Each company's help pages have the current screens.

Watch out for

  • Consent comes first: only sync contacts who agreed to receive marketing email.
  • Decide which tool wins when the same field is edited in both.

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