Mailchimp + HubSpot
Connect Mailchimp and HubSpot to Unify Your Marketing and CRM Data
Sync email campaign performance, contacts, and engagement data between Mailchimp and HubSpot automatically, in real time.
Why integrate Mailchimp and HubSpot?
Mailchimp and HubSpot are two of the most widely used platforms in modern marketing stacks, but they do very different things. Mailchimp handles email campaign creation, audience segmentation, and deliverability. HubSpot runs your CRM, sales pipelines, and marketing automation. Without an integration, contact records, campaign engagement signals, and list membership fall out of sync fast — and someone ends up doing manual exports to fix it.
Automate & integrate Mailchimp & HubSpot
Use case
Sync HubSpot Contacts to Mailchimp Audiences
Automatically push new or updated HubSpot contacts into the right Mailchimp audience segments based on lifecycle stage, persona, or custom properties. No more CSV exports, no more stale lists. Contacts disqualified or marked as unsubscribed in HubSpot are immediately reflected in Mailchimp to keep you compliant.
Use case
Push Mailchimp Campaign Engagement into HubSpot Contact Records
When a contact opens, clicks, or unsubscribes from a Mailchimp campaign, tray.ai writes that engagement data directly onto the matching HubSpot contact record as timeline events or custom properties. Sales reps can see which prospects are actively reading marketing emails without leaving HubSpot, so they know exactly who to call first.
Use case
Update HubSpot Lifecycle Stages Based on Email Behavior
Automatically advance a contact's HubSpot lifecycle stage — from subscriber to marketing qualified lead — when they hit specific Mailchimp engagement thresholds, like clicking a product link or opening three consecutive campaigns. Leads move through the funnel based on what they actually do, not on someone remembering to update a field. Sales teams get hot leads at the right moment.
Use case
Create or Update Mailchimp Subscribers When HubSpot Deals Change Stage
When a HubSpot deal moves to a new pipeline stage — 'Proposal Sent' or 'Closed Won', for example — tray.ai can automatically add or update the associated contact in a specific Mailchimp audience or tag them for a targeted drip campaign. Prospects get email content that matches where they are in the sales conversation. Closed-won customers move straight into onboarding or retention sequences.
Use case
Suppress HubSpot-Disqualified Contacts from Mailchimp Campaigns
When a contact is marked as a competitor, invalid email, or disqualified lead in HubSpot, tray.ai removes or suppresses them from active Mailchimp audiences and campaigns immediately. Your sender reputation stays intact, and you're not burning budget emailing people who will never buy.
Use case
Aggregate Mailchimp Campaign Performance into HubSpot Reports
Pull campaign-level metrics from Mailchimp — open rates, click-through rates, unsubscribe counts — and store them as custom HubSpot properties or data objects so marketing managers can report on email performance alongside CRM data. No more manual data pulls. Leadership gets a complete picture of how email marketing connects to pipeline and revenue.
Use case
Trigger Mailchimp Campaigns from HubSpot Form Submissions
When a prospect submits a HubSpot form — a content download, webinar registration, or contact request — tray.ai instantly adds them to the relevant Mailchimp audience and triggers an automated email sequence tailored to what they signed up for. Leads get timely, relevant follow-up without anyone manually doing anything.
Get started with Mailchimp & HubSpot integration today
Mailchimp & HubSpot Challenges
What challenges are there when working with Mailchimp & HubSpot and how will using Tray.ai help?
Challenge
Duplicate Contact Records Across Both Platforms
Because Mailchimp and HubSpot both manage contact data independently, bidirectional syncs can generate duplicate or conflicting records when the same person exists under slightly different email formats or names in each system.
How Tray.ai Can Help:
tray.ai's integration logic includes configurable deduplication steps that match contacts by email address before creating new records, and supports upsert operations so existing records are updated rather than duplicated. You can define custom conflict resolution rules to decide which platform acts as the master data source.
Challenge
Maintaining Compliance with Unsubscribe and Opt-Out Status
When a contact unsubscribes in Mailchimp, that preference has to be honored in HubSpot immediately — and vice versa — to stay compliant with GDPR, CAN-SPAM, and other data privacy regulations. Manual processes make this nearly impossible to enforce consistently.
How Tray.ai Can Help:
tray.ai listens to unsubscribe webhook events from both Mailchimp and HubSpot in real time and propagates the opt-out status update to the other platform within seconds, so compliance is maintained without manual intervention or delay.
Challenge
Field Mapping Mismatches Between Platforms
Mailchimp uses merge fields with custom tags while HubSpot uses named contact properties, and the two data structures don't map to each other natively. Misaligned field mappings result in lost data, empty records, or broken segmentation logic.
How Tray.ai Can Help:
tray.ai's visual data mapper lets teams explicitly define how each Mailchimp merge field corresponds to a HubSpot contact property, with support for data type transformations, default values, and conditional field logic to handle edge cases without manual cleanup.
Challenge
Handling High-Volume Contact Syncs Without API Rate Limit Errors
Both Mailchimp and HubSpot enforce API rate limits, and large contact list syncs — especially during initial setup or bulk imports — can exhaust those limits quickly and cause sync failures or incomplete data transfers.
How Tray.ai Can Help:
tray.ai manages API rate limiting automatically through request throttling, exponential backoff, and intelligent batching, so large contact syncs complete reliably without hitting either platform's API quota. Failed requests are retried automatically with full error logging.
Challenge
Keeping Historical Campaign Engagement Data in Sync
When the integration is first set up, existing historical Mailchimp campaign engagement data — past opens, clicks, bounces — doesn't automatically appear in HubSpot, leaving contact records incomplete and lead scoring unreliable.
How Tray.ai Can Help:
tray.ai supports configurable historical backfill workflows that retrieve past Mailchimp campaign activity using paginated API calls and write it to HubSpot contact records or timeline events in a structured batch process, so teams have a complete engagement history from day one.
Start using our pre-built Mailchimp & HubSpot templates today
Start from scratch or use one of our pre-built Mailchimp & HubSpot templates to quickly solve your most common use cases.
Mailchimp & HubSpot Templates
Find pre-built Mailchimp & HubSpot solutions for common use cases
Template
Sync New HubSpot Contacts to Mailchimp Audience in Real Time
Whenever a new contact is created in HubSpot, this template automatically adds them to a designated Mailchimp audience with mapped field data including name, email, company, and lifecycle stage. Duplicate checking is included to prevent list contamination.
Steps:
- Trigger when a new contact is created in HubSpot via webhook or polling
- Check if the contact already exists in the target Mailchimp audience to prevent duplicates
- Map HubSpot contact fields to Mailchimp merge fields and add or update the subscriber record
Connectors Used: HubSpot, Mailchimp
Template
Write Mailchimp Email Opens and Clicks to HubSpot Contact Timeline
This template listens for Mailchimp campaign engagement webhooks and creates corresponding timeline events on the matching HubSpot contact record, giving sales reps a real-time view of email activity without switching tools.
Steps:
- Receive Mailchimp webhook payload for open, click, or unsubscribe events
- Look up the corresponding contact in HubSpot by email address
- Create a HubSpot timeline event or update a custom engagement property on the contact record
Connectors Used: Mailchimp, HubSpot
Template
Advance HubSpot Lifecycle Stage on Mailchimp Click Engagement
When a Mailchimp subscriber clicks a high-intent link — such as a pricing page or demo request CTA — this template automatically updates their HubSpot lifecycle stage to Marketing Qualified Lead and enrolls them in a HubSpot sales sequence.
Steps:
- Detect a Mailchimp click event on a defined high-intent URL via webhook
- Retrieve the contact record from HubSpot using the subscriber's email address
- Update the HubSpot lifecycle stage to MQL and trigger enrollment in a sales sequence or notify the assigned rep
Connectors Used: Mailchimp, HubSpot
Template
Add HubSpot Deal Stage Changes to Mailchimp as Tags or Audience Updates
As HubSpot deals move through pipeline stages, this template updates the associated contact's Mailchimp tags or audience membership to make sure they receive stage-appropriate email content — case studies during negotiation, onboarding guides after closing.
Steps:
- Trigger on HubSpot deal stage change event via webhook
- Retrieve the primary contact associated with the deal from HubSpot
- Apply the corresponding Mailchimp tag or move the contact to the appropriate audience segment
Connectors Used: HubSpot, Mailchimp
Template
Remove Unsubscribed Mailchimp Contacts from HubSpot Marketing Emails
This template handles GDPR and CAN-SPAM compliance by detecting Mailchimp unsubscribe events and immediately updating the HubSpot contact's email opt-out status, so they don't receive further marketing communications from either platform.
Steps:
- Receive Mailchimp unsubscribe webhook event with subscriber email
- Locate the matching contact record in HubSpot by email address
- Set the HubSpot contact's marketing email opt-out field to true and log the unsubscribe event
Connectors Used: Mailchimp, HubSpot
Template
Daily Mailchimp Campaign Report Sync to HubSpot Custom Properties
On a daily schedule, this template pulls the previous day's Mailchimp campaign performance metrics and writes open rate, click rate, and subscriber count to custom HubSpot properties linked to campaign-specific contact lists for unified reporting.
Steps:
- Run on a daily schedule and retrieve the previous day's Mailchimp campaign reports via API
- Transform and map campaign metrics to the corresponding HubSpot custom object or contact list properties
- Update HubSpot records with the latest engagement metrics to support dashboard and attribution reporting
Connectors Used: Mailchimp, HubSpot