Connect Hubspot
Click your Profile Icon in the top-right > click Settings
From Settings > click Integrations > find Hubspot > click Edit
Follow the on-screen prompts to configure and authenticate the integration
Test the integration
To test the Hubspot integration, we recommend creating a new offline Transaction. After saving the Transaction in Funraise, you should see the new Contact and Deal in Hubspot.
Data synced with Hubspot
Funraise's Hubspot integration syncs Transaction and Supporter data to Hubspot when a Supporter or Transaction is created or edited in Funraise. Mapping is managed by Funraise and can not be customized.
An email address is used as a unique identifier for a Contact in Hubspot.
Transaction fields
Funraise Transactions are synced with Hubspot Deals.
Funraise | Hubspot |
Amount | Amount |
Date | Close Date |
N/A | Default Owner is set from the configuration screen when setting up the integration. |
N/A | Default Deal Stage is set from the configuration screen when setting up the integration. |
Supporter fields
Funraise Supporters are synced with Hubspot Contacts.
Funraise | Hubspot |
First Name | First Name |
Last Name | Last Name |
Phone | Phone |
Address | Address 1 |
City | City |
State | State |
Postal Code | Postal Code |