Integrating Mailchimp with HubSpot


– Are you looking to connect
HubSpot and Mailchimp? Well, let’s dive in and
show you how to connect one system to the other so you can push your data from
HubSpot over to Mailchimp. – [Male Narrator]
Welcome to HubSpot Hacks, where we help you get more out of HubSpot. (music) – Connecting HubSpot to
Mailchimp is important to make sure that your data from HubSpot gets transferred over into
your e-mail marketing program. Now, the reason you might want to do this is because you might not
have a high enough version of HubSpot in order for
you to do e-mail marketing or, perhaps, you have
an e-mail legacy program going over here in Mailchimp, and you’re not quite
ready to migrate that over into HubSpot. So to do that, keep in mind that your data
typically goes one way. It goes from HubSpot over to Mailchimp and it can be a little bit harder to pull it from Mailchimp over to HubSpot. So I’m gonna show you how to do that with integration set up in the back end and then using a third party tool. So let’s dive in. So first you’re gonna log
in to your HubSpot account and go to Settings. Once you’re in Settings, you’re gonna go to this Integrations area and click on Apps and then
you can search for the app or click Connect an App, which will bring you to an
area where you can find more. And in here, if this isn’t available, like if Mailchimp doesn’t
display as a recommended app, you can type in Mailchimp
on the Search bar here. So we’re gonna click on Mailchimp, and it’s gonna take us to an area for e-mail service provider in HubSpot, and I’m gonna click on E-mail,
Connect email provider, select Mailchimp, and here it’s gonna ask me to
log in with my credentials, and I’ll click Login, select the list that you want to apply to your HubSpot account, and then it’s going to go
ahead and connect here. So the key with the HubSpot
integration in Mailchimp is that it’s going to
sync between pop-out forms and what’s called collected forms, or now it’s called Non-HubSpot forms. So that means that if you
create a form in HubSpot, so let’s say that you’re going to have someone submit an
inquiry that you want to go into your HubSpot as
well as your Mailchimp account, we’re gonna use a third party
tool in order to do that. So let’s take a look first
at how to sync a pop-up form on your website to Mailchimp. So we’re gonna click
on Marketing and Forms, and I have new form here that I can just go ahead and show you how this doesn’t manifest itself. So you’ll see there are no
options here in this form to sync it to Mailchimp
because it is a standard form. So if I want to create a pop-up form, this is the pop-up form here in HubSpot, and, again, so it pops up on your website to invite someone to take an action, most likely subscribe to your newsletter. So I’m gonna have a pop-up
box and my call out here, customize all this when
you are setting it up. I’m just gonna show you how to
sync this to your Mailchimp. And if I go to Options I can choose to push my
contacts to Mailchimp. So here you have notifications of, you know, if someone comes to my website and they type in their e-mail address to be part of this newsletter I have my e-mail address in here notified, but you can also select a list. And I put a test list in here, and I can click Save and then it will say, basically, the people from this
pop-up form will be pushed to Mailchimp. So they will end up in
HubSpot as well as Mailchimp on that list. So if I name this
“Pop-up newsletter form,” and then Preview, that’s what it’s gonna look like. And we’re gonna click on Publish, Set it Live. And then when it pops up on the website, again, it will be pushed
over into Mailchimp. There’s this other feature in HubSpot that is called Non-HubSpot
Forms, and that’s here. They used to be called collected forms. So if I want to enter an e-mail, this would be if I have the HubSpot code inserted on my website, we have a different video
about that if you want to learn about that, but if I have that done
and someone submits a form through my website, it might be from a
contact form that you have in your WordPress environment or a different type of website, this will collect into HubSpot as well. And then I can choose
to notify myself here and then it will actually
make a form here. Since this is a test portal I can’t show you exactly
what that looks like, but this would manifest itself
in a form that would show that it came from your website. You would go in here
and edit it the same way that I did with the pop-up forms and choose to push that
contact over into Mailchimp. So that’s how to do it inside of HubSpot, and that’s pretty much the
limited functionality of HubSpot. So if you’re wanting to pull
out contacts every month, and be able to send them a newsletter, that’s gonna require a
little bit of finagling and a process on your end, which is also why it’s
recommended to eventually migrate to the e-mail
system inside of HubSpot. However, if you do want
to pull in contacts from a HubSpot form, so, for example, it’s not uncommon for a company
to place a HubSpot form, which that would be
this specific area here, and if I created a new form for, let’s say downloading
something off my website, or in this case registering for an event. So if I’m registering for this event, I can choose to have all of these fields push over into Mailchimp as well, so I might end up with a
new registration in HubSpot, and then let’s say that this is an event that I want to send out a
notification to everybody who’s registered and say, “Hey! Five more days until the event! “Can’t wait to see you!” Or, “Here’s the map of the event,” whatever you need to do. This information that
we have on this screen has to be pushed to HubSpot, or pushed to Mailchimp from HubSpot, with a very specific third-party tool. So that tool is called Zapier, and when you set up an account you get five Zaps for free, and after that you have to pay for it. But Zapier basically
takes a lot of different popular software on the market and makes them work together. So you’d need to set up a
new Zap is how that works. And you have to give the software, also, permission to Mailchimp
as well as HubSpot. So I’m gonna choose an app. So, first of all, it’s gonna be from the HubSpot, probably the HubSpot CRM, actually it’s gonna be the
HubSpot Marketing Platform. So I’m gonna take a step back here, and we’re gonna make a Zap. And I’m gonna search apps, HubSpot, so you want this one here, not the HubSpot CRM. And it’s gonna be when
a new form is submitted. Save and Continue. And then they’re gonna ask
me to connect my account, so I’m gonna connect my HubSpot account, and I’m gonna choose which one I want, and it’s gonna be my Test Portal. This one here. And, again, asks for
permissions and access. Alright, so you can see that we’ve got this account connected so I’m gonna save and continue. And my setup options is gonna
ask me which form I want, so we didn’t have those forms named so I’m just gonna choose one
of these here as an example. So this might be the e-book download form, and I’m gonna click Continue. And then it’ll ask you to test your Zap. So it lacks an action step. So I need to go ahead
and add an action step. So I want it to, go to Mailchimp, and I’m going to add
or update a subscriber. Click Save and Continue. So I need to connect an account, and I clicked my e-mail account. Back to that list we just talked about. And I’m gonna go to the Simple Strats and Save and Continue. So the audience is going to be that test that we just talked about. The e-mail, so this is where you’re gonna be matching your fields from the form in HubSpot. So subscriber e-mail is
going to be pulled over from this new form submission here, and it’s going to be e-mail, and the double opt-in
is right now optional. And if this person
already exists in my list, so let’s say they’ve
registered for an event and they got an e-book, if they get Zapped in here, are they gonna be updated? And you want that to be yes or no, depending on your preferences. If it is yes, it’s gonna override
the data that’s in there. If it’s no, it’s going to
create two different records. And then we have options for groups and so on and so forth here. So if I’m gonna refresh other fields, so we’ve got first name, last name, so you wanna go through and
actually match all of these to records in Mailchimp as well. And, again, these are fields that are coming over from Hubspot. So when you set up a Mailchimp list, the things that they give you by default are gonna be first name,
last name, e-mail address. You typically don’t get
some of the custom fields that you might ask for in HubSpot, such as, maybe you want
a role in the company, and it’s a pick list. So you might have things
that you don’t match here. If you do want to match them you’ll have to create those
custom fields in Mailchimp so that when you sync
this data with HubSpot it’s gonna come over. So we’re gonna click on Continue. And then this will send a
test subscriber to Mailchimp so it’s gonna use this test, basically, this is one of
the founders of HubSpot here, and I’m gonna click
Send Test to Mailchimp. Alright so a test was sent to Mailchimp. So if I go into here, into my audience, and I go into Test, and I click on View Context, I have this test that just
showed up from Zapier. So then basically I’ve got Finish, and I’m gonna name my Zap. It might be E-book Form Zap to Newsletter. I’m gonna turn that on. And then I can go ahead
and start all over again and create another Zap. So with that functionality in Zapier, if you wanna set up a
form on your contact page, and embed that there so
that you get the information from someone who inquires
about your services, and you also want to end up on
a specific list in Mailchimp, that Zapier integration would
be how you would do that. So for more tips, tricks,
and how-tos like this go ahead and hit that Subscribe button and if you have a question or comment about the Mailchimp and Hubspot
integration specifically drop a comment below and we’ll make sure and address it on a future video. (music)

2 Comments

Add a Comment

Your email address will not be published. Required fields are marked *