You can connect your Donorbox account with you HubSpot account to easily sync donor, campaign, and donation data between two systems in near-real time to effectively manage donors and communications. Get started today - follow the simple steps here!
What is one of the biggest lies you’ve ever been told? Was it a piece of clothing that said, “One size fits all”?
In reality, nothing can fit everyone. And the same holds true for nonprofit messaging and outreach – not one single message can be the best fit for all of your supporters.
This is where donor segmentation comes into play. But how do you access (and understand) the right data to effectively segment and reach your audience?
The answer is with a top-of-the-line integration between two of the best tools in the industry – Donorbox and HubSpot. This native integration will take your donor management and outreach to the next level, allowing you to seamlessly flow data from your giving form into a powerful digital hub.
In this article, we’ll talk about:
HubSpot is an innovative, all-in-one digital platform for nonprofits. The inclusive tool offers several key features that make data storage and analysis, marketing, and more easier for nonprofit organizations around the world.
Their products fit into several hubs, including a Sales Hub and a Marketing Hub, each with a number of features you can use to scale your organization, convert more website visitors, and raise more funds. You can choose to purchase just one of these hubs or bundle them to create the best solution for your nonprofit’s needs.
In the Sales Hub, you’ll find a flexible customer relationship management (CRM) system that securely stores your donor and gift data in one place. Within the CRM, you can follow donor cultivation pipelines to improve your long-term relationships with your supporters, as well as put tools such as a meeting scheduler and email outreach to work to make your life a little easier.
The Marketing Hub is where you can take this all-important donor and gift data and apply it to your outreach. Within HubSpot, you can manage your email marketing, digital advertising, and social media campaigns, building and scheduling posts and emails in one location.
HubSpot’s marketing tools help you better segment your donors so that you can reach them more effectively with targeted messaging – say goodbye to that ‘one size fits all’ approach! And the platform offers automation features that enable you to automatically contact your donors at specific times or following certain actions. Plus, you have access to A/B testing for all of your messaging, as well as detailed analytics that help you see how each campaign or piece of content is performing, and adjust for the future.
The Donorbox + HubSpot native integration has many benefits. It enables you to combine Donorbox’s industry-leading fundraising software with one of the best donor management and digital marketing platforms in the business.
With this integration, your donor data will flow seamlessly between these tools in near-real time. You will have easy access to all of your donor data and your critical donor touchpoints in one single location – HubSpot – while still utilizing Donorbox’s affordable and effective features like donation forms, crowdfunding, peer-to-peer, text-to-give, memberships, and much more.
Within HubSpot’s CRM, you’ll be able to better analyze and understand your donor data – meaning you will better understand and manage your donors. Use the platform to easily segment them based on demographics, giving history, program affiliation, events & ticketing, and more so that you can better tailor that messaging to each individual.
Plus, with the addition of the Marketing hub, you can send in-platform email marketing campaigns directly to your segments, as well as write and schedule social media posts and digital ads.
Having all of this information in one place will save you time and effort, and having the ability to put the data to work in the same platform will make your role as a fundraiser even easier.
Integrating Donorbox with HubSpot is easy to do. Follow the steps below to start automatically flowing your important donor and gift data from Donorbox into your HubSpot account.
If you haven’t already, sign up for a free Donorbox account – no set-up or monthly fees required. You will also need to have an active HubSpot account.
Then, log in to your Donorbox account and access your dashboard.
In your Donorbox dashboard, head to the left-hand navigation and click ‘Integrations & Add-Ons.’ In the expanded drop-down, click ‘HubSpot’.
Click the ‘Activate Add-on’ button to begin the integration.
You will be taken to the HubSpot login screen. Here, enter your HubSpot admin user’s credentials and HubSpot will authenticate you.
Once you are authenticated, HubSpot may send a verification code to your email to further authenticate your account. If so, you will add the code and click ‘Log in.’
Next, you will simply select the appropriate Donorbox account (you will likely only have one option) you wish to connect and click ‘Choose Account.’
Finally, HubSpot will ask you to give your permission for the Donorbox app to access your HubSpot account. Here, you will need to click ‘Connect app’ to authorize and complete the integration. You will then be redirected back to the Donorbox dashboard.
Your integration is now officially complete and all new donations you receive will be synced to HubSpot in real-time.
Within the HubSpot add-on page in your Donorbox dashboard, you will also find several optional data points you can use to:
This native integration takes care of all required mappings for you, including Donorbox campaigns, donations, supporters, and recurring donations. The integration will automatically map donation data to HubSpot deal fields and donor data to HubSpot contact fields.
Deals:
| Donorbox Donation Field | HubSpot Deal Field | |
|---|---|---|
| Amount | Amount | |
| Donation Date | Close Date | |
| Campaign Name | Donorbox Campaign | |
| Plan ID | Donorbox Recurring Donation |
Contacts:
| Donorbox Donation Field | HubSpot Contact Field | |
|---|---|---|
| First Name | First Name | |
| Last Name | Last Name | |
| Address | Address | |
| City | City | |
| State | State | |
| Zip Code | Zip | |
| Phone | Phone |
If you have additional data points you’d like to use, you can use the Optional Mapping fields to map them to any of the corresponding fields on HubSpot.
You can now map any custom questions to HubSpot fields. A dedicated section has been added to the integration homepage, allowing users to map or update these mappings for each Donorbox campaign. Please refer to the example below:
Donorbox does not charge any set-up or monthly fees, making it completely free to access. Minimal platform fees and standard processing fees do apply to each donation or transaction. Find more pricing information here.
HubSpot pricing varies based on your needs and the hubs you choose to bundle together – free tools and nonprofit discounts are available.
To activate the Donorbox + HubSpot native integration on Donorbox, your organization will be charged $50 per month and you can cancel at any time. This integration may also be packaged with other add-ons, premium coaching options, and one-on-one support with your own customized Donorbox Premium success package.
Having access to all of your data in one place can make a huge difference for your nonprofit organization, especially when that data is paired with top-of-the-line segmentation and outreach tools that enable you to better target and form relationships with your donors.
The Donorbox + HubSpot native integration makes all this – and more – possible. Within just a few minutes, you can start automatically flowing your donor and gift data from Donorbox’s innovative fundraising tools into HubSpot’s powerful digital platform.
Ready to begin? Sign up for Donorbox now or log in to your dashboard and follow the steps above.
Kara has several years of experience in communications and marketing for nonprofit organizations. Her love for serving others began while fundraising for and attending mission trips. She then worked with multiple local nonprofits through various marketing agencies and volunteer opportunities before becoming a communications manager at Variety the Children's Charity of St. Louis for more than four years. Kara now specializes in writing and enjoys sharing her experiences and knowledge with others on this platform.
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Kara Schmid