Contact every new lead within 5 minutes and increase your trial-to-close rate by up to 30%.
~3 hrs
Saved / wk
Easy
Setup
No AI
AI
The moment a new lead enters HubSpot — from a form, chat, or ad — this workflow adds them to the right Mailchimp sequence based on their lead source. Every lead gets a timely first touch, even when your sales team is busy.
~3 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Connect HubSpot and Mailchimp to Zapier Agents.
Step 2: Set the trigger to fire when a new contact is created in HubSpot.
Step 3: Add a filter step that checks the lead source field to pick the right Mailchimp sequence.
Step 4: Subscribe the contact to the matching Mailchimp audience and tag them by source.
Step 5: Update the HubSpot contact record with the enrollment date so your team sees it.
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See PlansHubSpot gives your business one place to manage marketing, sales, and customer service — instead of juggling five or six different apps. You get a free CRM (customer relationship manager) that tracks every contact, email, and deal in one view. Over 278,000 companies already use it, from solo founders to mid-size teams. The free plan is genuinely useful. You get contact management, email marketing (up to 2,000 emails per month), live chat, basic bots, forms, and reporting dashboards — no credit card required. When you're ready for more, the Starter plan begins at $9 per month per seat, which adds automation and removes HubSpot branding. Here's the catch: the jump from Starter to Professional is steep. Pro starts at $800 per month plus a mandatory $3,000 onboarding fee. That's a big leap for a small team. But if you're growing fast and need advanced workflows, lead scoring, and social media tools, it can replace three or four separate subscriptions and actually save you money.
Mailchimp is best for small business owners who want to send email and SMS campaigns without needing a marketing team. You get a drag-and-drop email builder, ready-made templates, and automated messages that go out on their own — like welcome emails or abandoned cart reminders. It connects with tools you already use, like Shopify, QuickBooks, and Canva. Whether you run a retail shop, a service business, or a nonprofit, Mailchimp gives you the data to see what's working and adjust fast.
Zapier Agents is built for small business owners who want AI to handle multi-step tasks across their apps—without writing code. You set up an agent that can browse the web, look up data, send emails, update your CRM, and more, all on its own. It works on top of Zapier's existing 8,000+ app connections, so your agent can reach tools you already use. If you're comfortable with Zapier's core platform, Agents is the next step toward putting real work on autopilot.