HubSpot is a great CRM to store and manage your organization’s donor information. Your marketing, conversion rate, communications, and donor management can be significantly improved with HubSpot and they offer a discount! With Zapier’s integration on Donorbox, you can send your campaign, donor, and donation information from Donorbox to HubSpot automatically. Read more to learn how!
HubSpot is a great CRM to store and manage your organization’s donor information. It is a very customizable system to track donor actions, from openings of your emails to tracking your donor’s donations. With HubSpot, your marketing, conversion rate, communications, and donor management can all be significantly improved, and for nonprofits, they also offer a discount! But if you’re wondering how to integrate your fundraising tool with HubSpot to keep both systems in perfect sync, look no further – Donorbox makes it a breeze!
You can easily connect Donorbox and HubSpot through Zapier. Zapier will let you send your campaign, donor, and donation information from Donorbox to HubSpot automatically.
Here are the prerequisites –
If you want to activate Zapier integration on Donorbox, here’s this blog to help you activate the Zapier integration on Donorbox, as well as a visual demo to make it even easier for you!
If you need help creating a campaign on Donorbox, this blog will get you started right away!
Now that you’ve activated the Zapier and Donorbox integration and have a test campaign to start with, follow the below 10 steps for integrating HubSpot with Donorbox.
First, you need to log in to your Zapier account (that is integrated with Donorbox) and create a Zap, along with a trigger event that will start the Zap.
First, choose the App event as “Donorbox” and the Trigger event as “Instant”. Choose an account (e.g. ).
Next, complete a donation in your DonorBox test campaign.
Once you’ve completed a donation, your Zap will start and you should get results that look similar to this:
| campaign: | |||
|---|---|---|---|
| id: | 152807 | ||
| name: | Test Campaign Name | ||
| donor: | |||
| id: | 1976371 | ||
| name: | Austin Meadows | ||
| first_name: | Austin | ||
| last_name: | Meadows | ||
| email: | |||
| phone: | 6108662539 | ||
| address: | PO Box 4457 | ||
| city: | Bethlehem | ||
| state: | PA | ||
| zip_code: | 18018 | ||
| country: | US | ||
| employer: | null | ||
| occupation: | null | ||
| amount: | 1.35 | ||
| formatted_amount: | $1.35 | ||
| converted_amount: | 1.35 | ||
| formatted_converted_amount: | $1.35 | ||
| recurring: | FALSE | ||
| first_recurring_donation: | FALSE | ||
| amount_refunded: | 0 | ||
| formatted_amount_refunded: | |||
| stripe_charge_id: | ch_1GOUexxxxxxxwXQv | ||
| id: | 5302949 | ||
| status: | paid | ||
| donation_type: | stripe | ||
| donation_date: | 2020-03-19T20:07:22.739Z | ||
| anonymous_donation: | FALSE | ||
| gift_aid: | FALSE | ||
| designation: | null | ||
| join_mailing_list: | FALSE | ||
| comment: | Great job | ||
| donating_company: | |||
| currency: | USD | ||
| utm_campaign: | null | ||
| utm_source: | null | ||
| utm_medium: | null | ||
| utm_term: | null | ||
| utm_content: | null | ||
| processing_fee: | 0.33 | ||
| formatted_processing_fee: | $0.33 | ||
| questions: | |||
| 1: | |||
| I most identify as. . . | Dog Person | ||
| honor: | |||
| dedication_type: | In memory of | ||
| honoree_name: | xxxxxxxxxxxx | ||
| recipient_name: | xxxxxxxxx Meadows | ||
| recipient_email: | |||
| recipient_address: | |||
| recipient_message: | This is a test |
Now, it’s time to scrub the data (sent from Donorbox) so it is readable and looks nice and tidy before it is sent to your HubSpot database.
On Zapier, choose the App event as “Formatter by Zapier” and the Action event as “Text”. Select the Transform option as “Capitalize”. Under “Values”, input Donor First Name (e.g. Austin).
Next, choose the App event as “Formatter by Zapier” and the Action event as “Text”. Select the Transform option as “Capitalize”. Under “Values”, input Donor Last Name (e.g. Meadows).
Once more, choose the App event as “Formatter by Zapier” and the Action event as “Text”. Select the Transform option as “string.lower_case”. Under “Values”, input Donor Email (e.g. ).
To make these donations readable in your local area, next you need to convert the time stamp to your local time zone.
On Zapier, choose the App event as “Formatter by Zapier” and the Action event as “Date/Time”. Select the Transform option as “string.lower_case”. Under “Values”, input Donation Date (e.g. 2020-03-19T20:07:22.739z).
Now, select “To Format” as “YYYY-MM-DD HH:mm:ss Z” (2006-01-22 23:04:04 -0000) and “To Timezone” as “US/Eastern”.
Keep “From Format” as “BLANK” and select “From Timezone” as “UTC”.
Now that the data is all formatted, we’ll send this DonorBox donation contact to HubSpot.
On Zapier, choose the App event as “HubSpot” and the Action event as “Create or Update Contact”.
Choose the HubSpot account. e.g. HubSpot: 546####
The next step is to set up the action.
Set the Contact Email as below:
Output:
Contact information: Contact Type.
[HubSpot] Donor
DonorBox-Contact: DonorBox Employer.
[DonorBox] Donor Employer: No Data
Contact information: First Name.
[Formatter] Output: Austin
Contact information: Last Name.
[Formatter] Output: Meadows
Contact information: Phone Number.
[DonorBox] Donor Phone: 6108662539
Contact information: Street Address.
[DonorBox] Donor Address: PO Box 4457
Contact information: City.
[DonorBox] Donor City: Bethlehem
Contact information: State/Region.
[DonorBox] Donor State: PA
Contact information: Postal Code.
[DonorBox] Donor Zip Code: 18018
Contact information: Country/Region.
[DonorBox] Donor County: US
Now, let’s give HubSpot a few minutes of time to update its database if it is building a new contact.
To enable that, choose the App event on Zapier as “Delay by Zapier” and the Action event as “Delay For”.
Now, it is time to set up the action. “Time Delayed For (value)” can be a number. Decimals are accepted. And the minimum delay is 1 minute. “Time Delayed For (unit)” should be “Minutes”.
In this next step, we will be looking for the Contact ID to attach the Donation/Deal to.
Again, let’s go back to choosing the App event. Select it as “HubSpot”. Choose the Action event as “Find Contact Deprecated”. Now, choose your HubSpot account. e.g. Hubspot Hub: 5469XXX.
Your Search Query would be:
[Formatter] Output:
Search by email address, first and last name, phone number, or company name. You can use all of a word or just parts of a word as well. For example, if you are searching for a contact with “HubSpot” in their name or email, searching for “hub” would also return a contact with “HubSpot” in their email address.
Option – Should this step be considered a “success” when nothing is found?
Select “False”.
Choose false if you want subsequent steps to always be skipped when nothing is found. This is the most common case.
The true option is used for greater control with filters and paths. If true, we will consider a “not found” result from this search step as a “success” and will always run a subsequent filter or paths, allowing them to branch on whether or not the search returned a result.
This returns the contact ID for the donation to be attached.
In this step, the Donation/Deal is created.
On Zapier, choose the App event as “HubSpot” and the Action event as “Create Deal”. Next, choose your HubSpot account (e.g. HubSpot Hub: 5469XXX).
Now, you need to set up the action.
Name: A name for this deal.
[Formatter] Output: Austin [Formatter] Output: Meadows
Deal Pipeline: Donation Pipeline.
Now, fill out the following fields to create the deal/donation.
Deal Stage: (required) e.g. 2021 closed-won.
Acceptiva: Acceptiva Form.
Choose a value as the following:
Donation Match: Match Additional Comments.
Deal information: Campaign.
Put “none”.
Deal information: Currency.
Add the currency code for the deal.
Deal information: Donation City.
Add relevant informaiton.
Deal information: Donation Postal Code.
Add relevant informaiton.
Deal information: Donation State.
Add relevant informaiton.
Deal information: Donation Street Address Line 1.
Add relevant informaiton.
Deal information: Donation Street Address Line 2.
Add relevant informaiton.
DonorBox-Deal: DonorBox Campaign.
Donorbox campaign name.
DonorBox-Deal: DonorBox Comment.
Comment made by the donor.
DonorBox-Deal: DonorBox On Behalf.
If the donation was made on behalf of someone.
DonorBox-Deal: DonorBox Payment Type.
DonorBox Payment Type – Stripe/PayPal /ACH, etc.
DonorBox-Deal: DonorBox Receipt.
Receipt Number generated by DonorBox.
DonorBox-Deal: DonorBox Recurring.
If the donation is recurring: Yes or No.
Deal information: Amount.
Donation amount.
Deal information: Close Date.
None.
Deal information: Create Date.
None.
Deal information: Closed-Won Reason.
None.
In this step, the Donation/Deal will be attached to the Contact on HubSpot via the ID number.
Choose the App event as “HubSpot” and the Action event as “Add Contact to Deal Deprecated”. Choose your HubSpot account.
Now, set up “Action”.
Deal ID:
Deal Information: Deal ID 868003xxxx
Contact Identifier Source:
Select “Contact by ID”.
Contact Identifier Value:
e.g. 2055xx
Here is a step-by-step view of all that we’ve discussed so far to help you navigate through the steps as you integrate HubSpot and Donorbox via Zapier.
All these steps are simple and should take only a few minutes for you to complete. And once you’re done, all your donor information, campaigns, and donations will be perfectly synchronized between the two systems and the process will be automated. This means you can focus on what matters the most to you – creating a better world for your beneficiaries!
With the Donorbox-Zapier integration, the possibilities are endless. Know about all other apps and tools that you can integrate with through this setup here!
Know about Donorbox, the all-in-one online fundraising platform that has helped 50,000+ nonprofits across the globe. Our features are easy to set up and simple to use. Learn more about them (Crowdfunding, Peer-to-Peer fundraising, Text-to-Give, Events, Memberships, QuickDonate, Recurring Donations, and more) on our website here.
Your nonprofit can have access to expert fundraising coaching, high-performance tools, and adept tech wizards that will ensure the ultimate growth and fundraising potential for you. Check out Donorbox Premium and get in touch with our sales team for more information.
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Raviraj heads the sales and marketing team at Donorbox. His growth-hacking abilities have helped Donorbox boost fundraising efforts for thousands of nonprofit organizations.
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Raj