This article covers:

  1. Common frustrations

  2. How our Mailchimp to HubSpot integration works

  3. Set up contact sync

  4. Set up engagement sync

  5. Find out how many events have synced

  6. Tips, observations, and useful definitions


What are the two most common points of frustration people have when using HubSpot and its Mailchimp integration options?

  • HubSpot's own native integration with Mailchimp syncs your HubSpot contacts to Mailchimp and syncs Mailchimp's email activity over to HubSpot. However, this only works for new contacts added to the HubSpot CRM (existing contacts are not synced when you connect the tools), and contacts or updates to contacts' info are not synced from HubSpot to Mailchimp.

  • Data sync by HubSpot syncs contacts both ways between the two systems, but it does not record Mailchimp email engagement in HubSpot. Additionally, custom fields are only included in the $45 Starter plan or above.

Outfunnel takes care of these frustrations. Our integration syncs all your existing HubSpot CRM contacts to Mailchimp, along with any and all default and custom fields, keeps the contacts up to date, and logs all email engagement back to the contact profiles in HubSpot.


Start syncing your Mailchimp data to HubSpot.

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How our Mailchimp to Hubspot integration works

  • Make all HubSpot contacts or subset(s) you define with filters available in a Mailchimp Audience along with your custom contact and company fields (properties in HubSpot lingo).

  • Keep the two databases in sync going forward. Eg. if a custom text field is updated in HubSpot, this is recorded in Mailchimp automatically.

  • Record email engagement data (email opens, clicks, etc) on the contact profile in HubSpot CRM. Outfunnel supports Mailchimp single email campaigns, automations, email journeys and A/B tests.

  • Copy new Mailchimp subscribers can to HubSpot as Contacts. Alternatively, new contacts can be copied to HubSpot only when they open or click on an email campaign.


Set up contact sync

Sync contacts from HubSpot to Mailchimp and create contacts in HubSpot from new Mailchimp subscribers.

Watch this quick video setup guide or follow the steps below.

1. Authenticate your apps. Head to Outfunnel > App connector, select the two apps, and authenticate as per on-screen instructions if you haven't done so already.

2. Select the connection type. Click on Connect and choose Contact sync as the connection type

3. Set up contact sync rules. You can set up the contact sync from HubSpot to Mailchimp or Mailchimp to HubSpot.

  • Sync contacts from HubSpot to Mailchimp
    Choose whether to sync all HubSpot contacts or only contacts you’ve defined with HubSpot lists and select the Mailchimp audience you'd like to sync them to. Your HubSpot static and active lists will be visible if you click on the arrow down. Learn how to set up HubSpot Lists. You can sync different HubSpot lists to different Mailchimp Audiences (eg. separate email lists for different regions or pipeline stages) or you can sync multiple HubSpot filters to the same Mailchimp Audience (eg. a filter with open Deals for each sales rep, all synced to one big newsletter Audience)

  • (Coming soon) Sync contacts from Mailchimp to HubSpot.
    Choose an audience that you'd like to record new subscribers to HubSpot as contacts and specify the contact owner. Once the contact is created in HubSpot, a "Contact Created" activity is added under the contact profile.

    • Contact import functionality in Mailchimp is not supported and does not trigger the contact sync

4. Set up field mapping. Navigate to the field mapping step to select which fields or custom fields you’d like the sync to consider. You can choose up to 30 fields from all your Person and Organization fields and custom fields.

5. Activate. Activate the connection. The first sync can take up to 15 minutes based on the number of contacts in the sync. The sync runs every 4 hours automatically thereafter or you can trigger an instant sync anytime by clicking on Sync now.


Set up engagement sync

Outfunnel supports recording engagement from Mailchimp single email campaigns, automation, email journeys, and A/B tests. If you've already set up a connection, skip to the second step.

1. Authenticate your apps. Head to Outfunnel > App connector, select the two apps, and authenticate as per on-screen instructions if you haven't done so already.

2. Select the connection type. Click on Connect and choose Engagement sync as the connection type

3. Choose the audience. Choose the Mailchimp audiences for which you’d like to record email engagement (opens, clicks, unsubscribes, etc).

4. Define how engagement gets recorded. Then define how you’d like email activities like opens, clicks, bounces, or unsubscribes recorded in HubSpot – or simply use our default settings.

5. Set up field mapping. When Outfunnel syncs an engagement for a contact that does not yet exist in HubSpot, a new contact is created with the defined field mapping. Navigate to the field mapping step to select which fields or custom fields you’d like the sync to consider.

6. Activate. Activate the connection. Outfunnel only records engagement from emails that have been sent after activating the connection. The sync runs every 4 hours automatically thereafter or you can trigger an instant sync anytime by clicking on Sync now.

Notes

  • Important: The engagements that Outfunnel creates might be hidden at first in HubSpot. Here's how to make them visible:

    1. Make sure you have set up the automation and sent out at least one email campaign from Sendinblue.

    2. Open any contact profile in HubSpot and click on "Filter activity" option on the top of the timeline.

    3. Under the Integrations section, enable "Outfunnel" (if Outfunnel is not yet visible but you have sent out a campaign, the data sync might have not happened yet. Just open the connection and click on "Sync now". The activities will be created in the next 10 minutes.)


Find out how many events have synced

Once the connection is live, navigate to the Status tab to see key information about the connection, such as when the last sync ran and which events have been synced.


Tips, observations, and useful definitions

💡 Sync frequency. Outfunnel syncs some data instantly and some every 4 hours (approximately). You can trigger an immediate sync if you click on the “Sync now” button (it might take up to 10 minutes for the data to appear)

💡 Unsubscribe recording. Outfunnel only records end-user initiated unsubscribes in HubSpot and manual unsubscribes in Mailchimp are not recorded. When a contact is unsubscribed manually but still match a list in HubSpot that is targeted by a connection, then Outfunnel will resubscribe them in Mailchimp. If you'd like to manually remove a contact in Mailchimp, they need to be permanently deleted under the contact profile in Mailchimp.

Learn more about the best ways to manage unsubscribes and bounces.

💡 Archived contacts. Outfunnel unarchives contacts in Mailchimp once they match the target connection rule list. To avoid unsubscribing archived contacts, simply unsubscribe them from Mailchimp or remove them from the Hubspot list.

💡 Historical engagement sync. Are you looking to sync engagements from campaigns that were sent before you set up the connection? Please refer to this article here.

💡 Supported campaign types. Outfunnel comprehensively tracks and records data for Mailchimp’s single email campaigns, automations, email journeys and A/B tests.

💡 All engagement is recorded as a new activity type in HubSpot. This applies to sends, opens, clicks, bounces, and unsubscribes. All of these types are easily filterable in HubSpot allowing you to create a list of people based on engagements.

Do you use web forms to collect leads to your lists? See the following integrations to automatically sync contacts from web forms to HubSpot CRM:

Don't see your preferred web forms listed above? Browse the upcoming connections and sign up for early access.

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