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Oxwel
Participant

Hubspot and Mailchimp integration settings

SOLVE

We have an integration between Hubspot and Mailchimp.

 

When a new user subscribes on our website using Mailchimp form, he is added to Hubspot contacts list. Hubspot automatically changes his Lifecycle Stage to Lead. How can I set it up to apply the Subscriber lifecycle stage by default to such contacts?

 

I can't find any settings of the integration. 

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1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Hubspot and Mailchimp integration settings

SOLVE

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Help other HubSpot searchers find this post quickly by accepting this solution today.

 

Q: When a new user subscribes on our website using Mailchimp form, he is added to Hubspot contacts list. Hubspot automatically changes his Lifecycle Stage to Lead. How can I set it up to apply the Subscriber lifecycle stage by default to such contacts??

 

Short A: Integration operating as designed.

 

Longer A:

The HubSpot-MailChimp integration is designed as an integration to facilitate lead capture (not 'subscribers'). As such, we cannot change this default behavior in the inegration.

- see HubSpot-MailChimp Integration page

 

However, you can simulate the behavior you want by setting up a HubSpot workflow to automatically perform the following actions when a new contact is created.

 

-1- Clear the Lifecycle stage contact property

-2- Set the Lifecycle stage contact property to Subscriber

 

Warning: Forcing the HubSpot Lifecycle stage to go backwards will have a permanent negative effect on Lifecycle stage conversion reporting. Once implemented, there's no way to 'fix' reporting.

 

Good things to read before implementing this solution

- How to use Lifecycle stages

- Difficulty reporting due to violation of HubSpot Lifecycle Stage Best Practice

 

Always happy to help you build on HubSpot.

 

Best,
Frank


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

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3 Replies 3
MFrankJohnson
Solution
Thought Leader

Hubspot and Mailchimp integration settings

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

Help other HubSpot searchers find this post quickly by accepting this solution today.

 

Q: When a new user subscribes on our website using Mailchimp form, he is added to Hubspot contacts list. Hubspot automatically changes his Lifecycle Stage to Lead. How can I set it up to apply the Subscriber lifecycle stage by default to such contacts??

 

Short A: Integration operating as designed.

 

Longer A:

The HubSpot-MailChimp integration is designed as an integration to facilitate lead capture (not 'subscribers'). As such, we cannot change this default behavior in the inegration.

- see HubSpot-MailChimp Integration page

 

However, you can simulate the behavior you want by setting up a HubSpot workflow to automatically perform the following actions when a new contact is created.

 

-1- Clear the Lifecycle stage contact property

-2- Set the Lifecycle stage contact property to Subscriber

 

Warning: Forcing the HubSpot Lifecycle stage to go backwards will have a permanent negative effect on Lifecycle stage conversion reporting. Once implemented, there's no way to 'fix' reporting.

 

Good things to read before implementing this solution

- How to use Lifecycle stages

- Difficulty reporting due to violation of HubSpot Lifecycle Stage Best Practice

 

Always happy to help you build on HubSpot.

 

Best,
Frank


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
Oxwel
Participant

Hubspot and Mailchimp integration settings

SOLVE

Do I need a Marketing Professionals account or a Sales Professionals account to set up such a workflow? 

0 Upvotes
MFrankJohnson
Thought Leader

Hubspot and Mailchimp integration settings

SOLVE

>>Need Marketing Pro or Sales Pro?

Yes. Free accounts do NOT have workflow functionality.

 

Please mark question as solved @Oxwel

#nlmtt #nlmtu

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes