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Connect Hubspot

Connect Funraise's Hubspot integration

Tony Sasso avatar
Written by Tony Sasso
Updated over a week ago

Connect Hubspot

  1. Click your Profile Icon in the top-right > click Settings

  2. From Settings > click Integrations > find Hubspot > click Edit

  3. 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

Email

Email

Phone

Phone

Address

Address 1

City

City

State

State

Postal Code

Postal Code

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