🧪 This feature is in beta
Connect Hubspot with Funraise
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
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.
Funraise Transactions are synced with Hubspot
Default Owner is set from the configuration screen when setting up the integration.
Default Deal Stage is set from the configuration screen when setting up the integration.
Funraise Supporters are synced with Hubspot