CRM

SChih
Participant

Automation for lead status Change

SOLVE

Hi, I have created a workflow that will change the lead status New to my custom property lead status EDM opened.I have sent the email from mailchimp.I have integrated mailchimp in hubspot.Can you give a solution on workflow? Also is it possible to get a single specefic button click from an mailchimp email to hubspot and make a automation around it?

1 Accepted solution
trevordjones
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Automation for lead status Change

SOLVE

Hi @SChih ,

 

I use the MailChimp integration to manage RSS email on my personal blog, and in general I have found that the stock integraitons are very limited.  So @karstenkoehler is correct when he says that its likely the options don't exist.  I have never seen them.

 

I would also say that @Lucila-Andimol is on the right path here when she suggested using Zapier to capture the data you were looking for.  I actually capture more data in my personal implementaiton using Zapier than I do with the native integraiton.

 

I would build a Zap in Zapier to add the contact to your HubSpot workflow when a specific link is clicked in your campaign, like this: 

trevorjones71_0-1707304856578.png

Zapier has a free starter plan that will allow you to build simple two-step Zaps like this one and execute up to 100 actions a momth for free. So, as long as you have less than 100 link clicks, this should cost nothing for you.  

 

- Trevor
If my post solves your problem, please accept it as a solution.

View solution in original post

5 Replies 5
trevordjones
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Automation for lead status Change

SOLVE

Hi @SChih ,

 

I use the MailChimp integration to manage RSS email on my personal blog, and in general I have found that the stock integraitons are very limited.  So @karstenkoehler is correct when he says that its likely the options don't exist.  I have never seen them.

 

I would also say that @Lucila-Andimol is on the right path here when she suggested using Zapier to capture the data you were looking for.  I actually capture more data in my personal implementaiton using Zapier than I do with the native integraiton.

 

I would build a Zap in Zapier to add the contact to your HubSpot workflow when a specific link is clicked in your campaign, like this: 

trevorjones71_0-1707304856578.png

Zapier has a free starter plan that will allow you to build simple two-step Zaps like this one and execute up to 100 actions a momth for free. So, as long as you have less than 100 link clicks, this should cost nothing for you.  

 

- Trevor
If my post solves your problem, please accept it as a solution.

Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Automation for lead status Change

SOLVE

Hey @SChih 

You can set lead status from a Workflow

and you can also identify from a Workflow in HubSpot

people who has opened your emails, click on a certain link or CTA (button).

For this you are going to need Marketing Hub PRO at least.

If you are using Starter, you can try to set this up with 3rd party tools like Zapier.

hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Automation for lead status Change

SOLVE

Hi @SChih,

 

Can you share a screenshot of the workflow you created? When you're asking for a solution, it sounds like you're experiencing issues - if so, what exactly isn't working?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
SChih
Participant

Automation for lead status Change

SOLVE
  • problem_automation.pngproblem_automation2.pnghere is the screenshot of the workflow. 1st one is complete workflow.I want two different lead status change automation and the 2nd one is mailchimp click.Is it possible to get a particular button click results from mailchimp to hubspot?
0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Automation for lead status Change

SOLVE

@SChih I don't have the Mailchimp integration installed, but if you're not seeing the options alongside the ones you already discovered, they probably don't exist.

 

Can you please rephrase your main question again? Are you looking for a confirmation that this workflow is set up correctly? Have you tested it but it's not working, if so, what exactly are you experiencing? I'm not 100% clear how I can help.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.