HubSpot Mailchimp Integration

A Comprehensive Tutorial Guide on HubSpot Mailchimp Integration

6 min

HubSpot and MailChimp are the two most powerful tools for inbound marketing, which includes marketing, sales, and customer relationship management (CRM). Integrating these platforms offers multiple benefits, including streamlined marketing and better insights into customer data.

HubSpot is one of the best platforms for Customer Relationship Management (CRM), and it helps combine marketing, sales, and customer service tools. MailChimp is a leading email marketing platform with a user-friendly interface and automated features. In this tutorial guide, we will explore the step-by-step process of HubSpot MailChimp integration, as well as the benefits, challenges, and best practices for robust integration.

HubSpot MailChimp Integration: Steps To Follow

A streamlined HubSpot onboarding process includes integrating your email marketing with HubSpot. This can be achieved by following the steps to connect your Mailchimp account to HubSpot for a unified view of contacts and email activity.

Connect Your Accounts

After logging into the HubSpot account, move to the integration section through the settings or configuration menu. Find MailChimp from the list of available integrations. Now click on the “Connect” or “Authorize” button. Next, follow the prompts and instructions for signing into the MailChimp account.

Now, it’s time to give access to HubSpot by offering the required permissions and authorizations requested during the connection process.

Sync Your Data

Once the account is successfully connected, it’s time to configure data sync settings between HubSpot and MailChimp. Here, businesses can choose the specific lists or audiences from MailChimp that they want to sync with HubSpot. The feature also enables users to shortlist contacts and subscribers that will be synchronized between these two platforms.

It requires a careful overview of the available options and making choices based on the requirements. For instance, users can sync new subscribers, existing contacts, or both. After that, users can start the data synchronization process by clicking on the “save” or “sync” button. The time taken for data sync will depend on the amount of data being transferred.

Configure Settings

In the final step, users can have a look at the data synchronization between two platforms and customize it accordingly. HubSpot custom integration allows users to customize the integration by exploring the configuration options available, mapping custom fields to ensure that correct information is transferred, segmentation options to group and organize contacts, automatic workflows, and many more.

HubSpot Mailchimp Integration: Features To Use

Here are the key features that businesses will get when integrating HubSpot and MailChimp.

Two-Way Contact Sync

This feature eliminates the need for manual data entry, as it offers automated contacts sync between HubSpot and MailChimp. It works in real-time with historical data and any future updates. In addition to basic information like name and email, it helps map custom fields.

Reporting and Analytics

Here, users get a clear understanding of the campaign’s effectiveness through HubSpot’s in-depth customer data and MailChimp’s email marketing metrics. It helps to analyze different elements like engagement, conversions, and areas for improvement.

Centralized Email Activity

HubSpot’s CRM allows businesses to manage all email activities and real-time tracking on a single platform. It offers a complete view of each contact’s interaction with customers through data on sends, clicks, opens, and bounces.

Pop-up Forms

Users can capture leads with website pop-up forms by HubSpot. With this integration, users can build MailChimp lists from these captured leads and start creating targeted email campaigns.

HubSpot Mailchimp Integration: Benefits To Leverage

Let’s explore the advantages that organizations will get after the integration of these two platforms.

Enhanced Data Consistency

With HubSpot Mailchimp integration, businesses can ensure synchronized contact information, lower data discrepancies, and provide an overview of customer interactions. As a result, this consistency is an essential factor in maintaining accurate marketing lists and personalized communications.

Improved Marketing Automation

It allows users to automate workflows according to email campaign activity. For instance, HubSpot workflows will get started with specific email interactions that include automated lead scoring, follow-ups, and personalized content delivery.

Centralized Reporting and Analytics

Here, HubSpot’s analytics functionalities help track and analyze MailChimp campaigns, providing detailed information about email performance, such as open rates, click-through rates, and conversions. The HubSpot Mailchimp integration solution allows businesses to refine their marketing strategies and increase ROI with this centralized reporting feature.

Streamlined Lead Nurturing

HubSpot Mailchimp integration improves lead nurturing through combined email marketing data of MailChimp with HubSpot’s CRM data. As a result, businesses can develop powerful lead-nurturing campaigns based on customer behavior and interactions.

Better Contact Management

Data synchronization in HubSpot Mailchimp integration helps businesses get the most out of customer insights stored in HubSpot CRM. They can create highly targeted and customized email campaigns in MailChimp. Understanding the target audience’s preferences, behaviors, and interactions helps deliver relevant content to them. This leads to higher contact engagement, improved click-through rates, increased open rates, and higher conversion rates.

Email Activity Management

With HubSpot Mailchimp integration, managing all email activity on a single platform is easy. It stores several kinds of data, such as campaign history, open rate, click rate, and bounce rate, which are easy to track within HubSpot CRM.

With this centralized platform, businesses can simplify email management, complete contact interaction analysis, and focus more on customer engagement and behavior because repetitive tasks are automated.

Prevents From Sync Errors

During HubSpot Mailchimp integration, it is crucial to prevent errors that arise during manual data transfer. Integration of these two platforms offers automatically synced contact information and eliminates issues like duplicated and missing information.

It also reduces the risk of data discrepancies, provides accurate data, and updates information on both platforms. Plus, it enhances data integrity and minimizes the need for manual effort.

HubSpot Mailchimp Integration: Challenges To Overcome

During the integration of these two platforms, businesses might face the challenges mentioned below.

Data Synchronization Issues

Errors might occur with inconsistent data or incorrect field mappings during HubSpot MailChimp integration. Therefore, to prevent these issues, make sure to follow proper mapping of data fields and consistent data entry practices.

Overlapping Features

In this HubSpot MailChimp integration, businesses need to take advantage of both platforms’ unique strengths without duplicated efforts. HubSpot and MailChimp both offer email automation and contact management.

Compliance and Security

When transferring customer data during HubSpot Mailchimp integration, ensure that it includes data protection regulations such as GDPR and secured data transfer methods.

Managing Integrations

Ongoing maintenance and monitoring are essential for a smooth integration process. That’s why businesses need to check sync errors, update connectors, and ensure data consistency on a regular basis.

Best Practices For Seamless Integration

Here are the steps that will help businesses with a smooth integration of HubSpot and MailChimp.

Data Cleanup Before Integration

Before HubSpot Mailchimp Integration, businesses need to clean up the existing data on both platforms to avoid any synchronization issues. Plus, eliminate duplicate data, standardize formats, and work on validating contact information.

Start With Pilot Integration

During the integration, start with a small-scale integration to analyze the setup and potential issues. Following this approach will help businesses make adjustments accordingly and get started on the full integration on both platforms.

Continuous Monitoring And Maintenance

Once the integration process is completed, businesses need to monitor data synchronization on a regular basis and respond quickly to any issues that arise. Start planning for periodic maintenance to ensure that HubSpot Mailchimp integration is stable and updated.

Educate The Team

Businesses need to guide the team to utilize better HubSpot Mailchimp integration functionalities, such as through training on the new workflows and the benefits of using both platforms together to get the best output.

Final Verdict

After getting a detailed overview of the HubSpot MailChimp integration, it’s time to get started on the actual work or integration. If you are looking for a HubSpot partner agency, connect with us!

TRooInbound is a HubSpot solution partner that offers a wide range of services related to HubSpot development. We have a team of specialists to assist customers with the most personalized solutions to scale their businesses.

Knowledge Base

Related Blogs

Dive into other interesting, well-researched, and nicely structured blog posts

Time For a CTA

Contact Us

Get a Quick Quote

We will strategize our execution based on your requirement