1.New contact in configured renewal list
Integrate HubSpot and CRM list tools to pull contact email, name, company, and renewal details to centralize renewal data.
Add renewing members to segmented renewal email list
Automatically monitor new contacts added to your renewal list across HubSpot and Mailchimp. Create and update renewal subscribers when renewal list placement occurs, renewal date changes, or onboarding completesβso you can segment audiences, personalize dates, and update subscriber tags without manual list maintenance.
How this automation updates your renewal audience
When new contacts land on your renewal list, delays and wrong tags can weaken outreach timing and deliverability. This automation monitors list additions, formats renewal dates and onboarding context, and adds or updates Mailchimp subscribersβso your team can launch targeted renewals.
HubSpotor swap with your favorite app
2.Formats renewal date for merge fields
Integrate Formatter by Zapier and date formatting tools to map the renewal date into a formatted string for tags and merge fields.
Formatter by Zapieror swap with your favorite app
3.Adds or updates Mailchimp subscriber
Integrate Mailchimp and email list tools to add or update the subscriber, set tags by tier, and keep status subscribed.
Mailchimpor swap with your favorite app
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Explore all email list management automations
Organize email audiences with automated subscriber updates, list segmentation, and contact cleanup
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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