integration pair · customer retention

Customer Retention: HubSpot + Mailchimp

Which customers are about to stop coming back? askotter reads HubSpot and Mailchimp together and answers it for your business, by text.

● HubSpot · LIVE + ● Mailchimp · COMING SOON Customer Retention
Book a Conversation → See how it works
the short answer

How does customer retention with HubSpot and Mailchimp work for a small business?

askotter reads HubSpot and Mailchimp side by side so it can spot the signs that a customer is drifting away. Customers at risk flagged early, with the best way to win each one back listed first.

Read the full answerShow less

The owner asks follow-up questions by text.

From HubSpot
Contacts and companies, Deal pipeline and stages, Email campaign performance.
From Mailchimp
Campaign performance, Audience segments, Automation workflows.
Status
Mailchimp is on the integration roadmap, so the matching described here starts when that connector ships.
Not for
Replacing HubSpot or Mailchimp. Both keep working exactly as they do now.
the problem

Which customers are about to stop coming back?

By the time you notice a regular has gone quiet, they have booked somewhere else. The warning signs were spread across your accounts: a complaint, a missed visit, a failed card payment. No single tool saw all of it.

How askotter handles it

askotter reads HubSpot and Mailchimp side by side, so it can spot the signs that a customer is drifting away.

A person checks the result before it reaches you. This is part of our digital marketing services work.

matching the records

How HubSpot and Mailchimp records line up

HubSpot and Mailchimp both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.

HubSpot and Mailchimp both keep the UTM source, medium and campaign values from the visit, so activity lines up campaign by campaign even when no single person can be matched.

Shared between the two: the customer email address and the UTM campaign tags.

What customer retention uses from each

Customer retention needs repeat behaviour from the same customer over time.

From HubSpot that means email engagement and last activity date per contact. From Mailchimp it means subscribers who stopped clicking.

Mailchimp is on the integration roadmap, so the matching described here starts when that connector ships.

What each tool sees on its ownShow less

HubSpot on its own

HubSpot sees the contact and the deal. It cannot see money collected outside it, or ad spend on platforms it is not connected to.

Timing. HubSpot updates contact and deal properties as they change, and keeps the original source and first page seen on each contact.

Access. A HubSpot private app or OAuth connection with read-only CRM scopes.

Mailchimp on its own

Mailchimp sees who received and clicked. It cannot see what the reader did after landing on the site.

Timing. Mailchimp reports opens and clicks per campaign. Apple Mail Privacy Protection inflates opens, so clicks are the steadier signal.

Access. The Mailchimp Marketing API with an OAuth connection.

questions

Questions about HubSpot + Mailchimp

Do I need a developer to connect HubSpot and Mailchimp?

No. Most accounts connect with a sign-in, and the rest take a file export.

How is askotter's Customer Retention different from what HubSpot shows on its own?

HubSpot only sees its own numbers. askotter reads HubSpot and Mailchimp together and can answer the question: Which customers are about to stop coming back?

HubSpot + Mailchimp is coming soon

Talk to us about your timeline, and we will confirm the launch date before you commit.

Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.