Lead Sync

Lead Sync Template

Q: How do I set up the lead sync template?

Setting up the lead sync template is easy. First, click the 'Use template' button. You'll then connect your Mailchimp and HubSpot accounts to Zapier. Create a tag in Mailchimp named “HubSpot.” Once connected, customize the template according to your needs and activate the Zaps. Your leads will now sync automatically between Mailchimp and HubSpot.

Q: Can I customize the lead sync template to suit my needs?

Yes, the lead sync template is highly customizable and extendable, thanks to its connection to Zaps. You can tailor the template to match your email marketing and CRM apps and even add additional Zaps to further automate your lead management processes.

Q: Do I need any coding skills to use the lead sync template?

No coding skills are required to use the lead sync template. It's a no-code solution, making it accessible for anyone to set up and customize without the need for a developer.

Automatically sync Mailchimp subscribers and HubSpot contacts and view in a single Table

Keeping leads updated across multiple platforms can be a hassle and prone to errors. Our lead sync template makes it easy by automatically syncing Mailchimp subscribers and HubSpot contacts, ensuring your systems stay current and giving you more time to focus on building relationships and closing deals.

How the lead sync template works

This template leverages Zapier's powerful automation capabilities to keep your leads up-to-date between Mailchimp and HubSpot. It features two Zaps that spring into action whenever a new subscriber joins Mailchimp or a contact is added to HubSpot, automatically creating a match in the other app. All contacts are stored in a single Table for easy reference.

Each Zap checks the source of the contact to avoid duplicates. In Mailchimp, simply create a tag named “HubSpot” which will be added to any subscribers who originated in HubSpot. The Zap will check for this tag and only continue if it does not exist, ensuring a duplicate is not created. Similarly, when a HubSpot contact is created from Mailchimp, a source field is labeled “INTEGRATION” automatically. To ensure no duplicates in Mailchimp, the second Zap checks this field. This seamless integration guarantees that your lead information is always accurate and current across both platforms.

Who can benefit from this template

If you're a sales or marketing professional who needs to sync and maintain contact lists between an email marketing app and a CRM, this template is perfect for you. While this template uses HubSpot and Mailchimp, you can easily swap them for any email marketing or CRM app to ensure it matches your stack.

Unlock the benefits of the lead sync template

By automating the synchronization of Mailchimp subscribers and HubSpot contacts, you save precious time. By using this template, you can say goodbye to manual data entry, reduce errors, and concentrate on nurturing leads and closing deals.

Made with

Tables

Zaps