HubSpot Integration

Integrate with HubSpot for a centralized CRM solution.

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Introduction to HubSpot Integration

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Overview

Connecting to HubSpot enables synchronicity, allowing donations to be recorded as Deals either automatically or manually. These Deals associate with a matched Contact or create a new one if no match is found. The integration will establish a “Donations” pipeline and “Recurring Plan” Custom Object within HubSpot. Note: A clear pipeline must be available in HubSpot for this integration.

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Prerequisites

• At least two pipelines in HubSpot; one must be unused.
• HubSpot Enterprise plan is required for syncing recurring donation plans.

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Setting Up Integration

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1. Navigate to Integrations

• Access your organization’s Settings in the dashboard.
• Choose Integrations from the menu and select Add integration. Choose HubSpot to proceed.

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2. Connect to HubSpot

• Click Connect HubSpot and log into your HubSpot account.

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3. Review and Save Settings

• Ensure your integration setup is complete.
• Click Enable Automatic Sync to begin real-time syncing of donations.
• Review fields such as Deal Name and Match Contact.

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Customization Options

Navigate to Settings > Integrations > HubSpot to customize further.

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1. Review Default Behavior

• Enable automatic sync for new successful donations and recurring plans.

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2. Define Deals and Contacts

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• Integration automatically associates Deals with a “Donations” pipeline.
• Match existing contacts using “By Email” for minimized duplication.

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3. Customize Recurring Plans

• Establish Recurring Plans as a Custom Object in HubSpot, linked to recurring donation Deals.

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4. Set Defaults and Rules

• Customize defaults using General Settings & Mapping Rules.
• Mapping: Define how fields map to HubSpot fields.

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Sync Options

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Automatic vs. Manual Syncing

• Enable/disable automatic sync based on preference for real-time synchronization.
• Initiate a manual sync for past data updates or new mapping rules.

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Sync Historical Data

• Utilize sync features to update past records and adapt to mapping changes.

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Management and Troubleshooting

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Enable or Pause Sync

• Toggle sync status to manage donation synchronization.

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Manual Sync

• Start a manual sync for specific donation types and date ranges.

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Disconnect

• Choose to disconnect to halt syncing, while preserving settings for future reconnections.