Hubspot to MailChimp integration
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Hubspot to MailChimp integration

n8n 24.08.2022 4 153 просмотров 31 лайков

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In this video we will show you how to use a workflow template and integrate HubSpot with MailChimp. Get the workflow for free: https://bit.ly/3TY8iIL About n8n n8n is the leading low-code automation tool, and with over 220 pre-built integrations and a general connector for anything with an API, n8n enables you to connect anything to everything. With n8n you can move beyond simple one step integrations to build multi-step workflows that integrate your tools exactly the way you want. Thanks to its fair-code distribution model, n8n will always have visible source code, be available to self-host, is free to use and allows you to add your own custom functions, logic, and apps. Get n8n for free: https://bit.ly/3RDBmnG Get a free n8n cloud trial: https://bit.ly/3ButwXu [0:00] - Intro [00:36] - Configure HubSpot Node [1:10] - Create contact in HubSpot [1:40] - Execute workflow [2:00] - Import Mailchimp node [4:03] - Add cron node [4:43] - Add filtering in HubSpot [6:00] - Save and activate workflow

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Intro

hello everyone and welcome back to natan today we will create a workflow which integrates hubspot and mailchimp together the idea behind this workflow is that every time we add a new contact in hubspot we want to save that contact in our email list in mailchimp how do we do that well we create a workflow so let's do that together the first step is to add the hubspot node so let's search for it and add it

Configure HubSpot Node

then under authentication we have three different options we have an api key app token and oauth2 i'll be using the api key and selecting my credentials from the second option then under resource we have plenty of resources but i'll be using contact why because i want to search for all these newly added contacts in hubspot in order to save them in mailchimp hence under operation i'll select search as well so now let's go to hubspot and create a contact and see if we can pass this

Create contact in HubSpot

contact to our na10 instance so let's go here create contact hello it na10. io first name john doe and job title let's say ceo and lead status let's say it's an open one so we create this and as we can see we have successfully created this contact in hubspot so the next step is to go back to natan and

Execute workflow

execute our workflow and we can see that the workflow executed successfully so let's open the hubspot and here we can see the contact as well so the next step is to save this in mailchimp so what we do is we add a mailchimp node now under authentication here we only

Import Mailchimp node

have two options so i'll be going for oauth2 and select my mailchimp account under resource i'll leave it to member and operation also create because i want to create a member slash contact in mailchimp under list name or id i select my list and under name or and under email here i wanna grab this email here from this json properties key so how do i do that i add an expression so we go here and we add the expression so it's like this properties dot what we want to grab the emails or dot email and there we have it this status let's leave it to subscribe the next step is to also merge the first name and the last name as well so we add a merged fields and here we say first name and we add a expression as well kind of the same but instead of email we grab the first name so here properties dot first name and here we can see john let's copy this for the last name as well so here we select last name and the only change we do here is last name instead of first name so what this node should do it should create a contact in hubspot as we can see we currently do not have any contacts and let's execute the node it says that node executed successfully and if we go back to mailchimp let's refresh this and we can see that we have created our new contact so the next step i want to do is i want to unlink the

Add cron node

start node from the hubspot node and i want to connect a chrono to the to this workflow so what does the chrono do well the crown node triggers the workflow at a specific time so let's grab that and put it here and here under add crontime we can select when do we want to trigger this workflow we have various options like every minute every hour week day or so i'll leave it to every day let's say at 7. then i want to connect this to the hubspot node and now this workflow should run every day at seven but one more last thing before we finish

Add filtering in HubSpot

the workflow is that we want to go to the hubspot account and we want to add a filter group so what i want to do is every day i want to fetch all the contacts that have been added yesterday so how do i do that we add two filters in the first one we select create date so this means let's select all the contacts that have been created yesterday we have to specify yesterday with an expression so we do it like this today minus they won dot to millis and looks good we had another filter create date we'll leave this to less than and let's say less than today and this looks good as well so our workflow is ready what we want to do is

Save and activate workflow

we want to save the workflow and also activate the workflow so it runs in the background so what's going to happen once it becomes tomorrow at 7 this workflow will get executed on all the contacts that have been added will be transferred to mailchimp that's it for this workflow i hope you enjoyed it and i hope you find this workflow useful thank you for your attention and have a wonderful day if you want to learn more about how to automate workflows subscribe to our channel and for more videos like this click on the watch more button

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