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IntegrationsRead together

HubSpot and Mailchimp, read together

Mailchimp sends the campaigns and knows who opened, clicked and unsubscribed. HubSpot holds the pipeline: contacts, companies, deals and the emails and sequences around them. The campaign report says a send performed well; the pipeline says nothing came of it. Both are true, because the two systems count different people and never compare notes.

Liaison reads Mailchimp and HubSpot together, matches the campaigns to the contacts, deals and sequences, and tells you which campaigns produced deals, which contacts are engaged but unowned, and who unsubscribed while a rep was still calling.

Where HubSpot and Mailchimp disagree

  • Contacts engaging with Mailchimp campaigns who have no owner or no open deal in HubSpot.
  • Unsubscribes and bounces in Mailchimp that HubSpot still shows as live contacts in a sequence.
  • Campaign attribution in Mailchimp that never reaches the deal in HubSpot, so the source is always "other".
  • Lists in Mailchimp built from an export months ago, missing every contact added to HubSpot since.
  • Deals won in HubSpot that still receive the prospecting campaign from Mailchimp.

Questions it answers across both

  • “Which Mailchimp campaigns this quarter led to deals in HubSpot, and how much did they close?”
  • “Who clicked in the last campaign and has no owner in HubSpot?”
  • “Which contacts in active HubSpot sequences have unsubscribed in Mailchimp?”
  • “Which customers are still on the prospect list?”

What Liaison does with HubSpot and Mailchimp

  • Matches campaign engagement in Mailchimp to contacts and deals in HubSpot and lists the engaged-but-unowned contacts for the team.
  • Flags contacts who unsubscribed or bounced in Mailchimp but are still active in HubSpot sequences.
  • Drafts the list changes in Mailchimp, such as removing customers from prospect sends, for you to confirm.
  • Writes the monthly campaign-to-pipeline summary: sends, engaged contacts, deals created, revenue closed.

What it reads and does in each

HubSpot

49 kinds of data it reads · 52 actions it can take

What Liaison does in HubSpot

Mailchimp

10 kinds of data it reads · 16 actions it can take

What Liaison does in Mailchimp
Liaison Professional · $629 a month

Liaison across HubSpot and Mailchimp, set up with you, for $629 a month.

  • Connects to HubSpot and Mailchimp with access you grant and reads them as one record; nothing is replaced or re-entered.
  • Does the routine work in your voice; each kind of work is approved once.
  • Answers across both: what HubSpot says, what Mailchimp says, and where they disagree.

On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.

“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner

$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.

Liaison, on its own at 8:02 AM: Morning, Sam. Payroll runs Friday, $57,300. You are covered. $81,200 available Friday from the QuickBooks checking balance, Friday’s Stripe payout and the Gusto payroll run.

Questions

Does Liaison send campaigns?

It can draft a campaign in your voice and, once you have approved that kind of send, schedule it. The first of each kind waits for your yes.

Will it edit HubSpot contacts?

It drafts the changes, such as a source or an owner, and waits for your confirmation. After the first approval it keeps that kind of field current.

Do I need a sync between Mailchimp and HubSpot?

Keep one if you have one. Liaison reads both after the sync and finds the contacts and attribution that still do not line up.

What does it cost?

Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.

See it on your own business.

Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.

Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.