Funraise Transaction and Supporter data can be synced with Hubspot when a Funraise Transaction is created or updated. The integration enables you to map Funraise data with default or custom fields on Hubspot Contact and Deal records.
Connect & Configure sync settings
1. From Settings > Integrations > Hubspot click Connect
In the popup window connect and authenticate your Hubspot account.
2. In the Configuration tab > Select a Default Owner
This is the Hubspot team member that will be assigned the owner of the synced records.
3. Toggle on Sync Donation to Hubspot
☝️ Only activate ONE sync workflow (Sync Donation to Hubspot)
If you're getting started, you want to activate Sync Donation to Hubspot. The deprecated workflow only remains to enable organizations using the deprecated workflow to upgrade their connections. It's important to only activate one of these workflows. If both workflows are activated, you'll be syncing data twice.
4. Select a Deal Pipeline and Stage
This is the Deal Pipeline and Stage that will be used when a Funraise Transaction is synced.
5. Select the Hubspot object you'd like to sync with Funraise Transactions (Hint: select Deals)
☝️ Map Transactions to Deals
In almost all cases, you should map Funraise Transaction data to a Hubspot Deal object. Funraise Transaction data can only be mapped with a Deal or Custom Object.
6. Map Hubspot Deal fields with Funraise Transaction fields
You can map with Hubspot default or custom fields. You can see a list of all the Funraise fields that are available to sync in this article.
7. Similar to the step above, next you'll select the Hubspot object to sync with Funraise Supporters and map fields (Hint: select Contacts)
☝️ Map Supporters to Contacts
Funraise Supporter data can only be mapped with a Contact object.
Your configurations are changed as you make them. When you're done, you can just close out the model. You can edit these settings at any time in the future 👍
Test the integration
To test the Hubspot integration, we recommend creating a new offline Transaction and confirming that Transaction and Supporter data are creating or updating the appropriate records in Hubspot.
Data synced with Hubspot
Funraise's Hubspot integration syncs Transaction and Supporter data to Hubspot when a Transaction is created or edited in Funraise.
The data that syncs with your Hubspot account depends on the mapping you've configured in the steps above. Below are the data points that are available to map and sync with Hubspot.
☝️ Only Transactions creations or updates sync data
At this time, only the creation or update of a Funraise Transaction record will trigger a sync to Hubspot. Creation or Updates of a Funraise Supporter record alone will not trigger a sync.
Transaction fields
At a minimum, we recommend mapping these Funraise Transaction fields to default Deal fields.
Funraise Transaction Fields | Hubspot Deal Properties |
amount | Amount in company currency |
sourceAmount | Amount |
donationDate | Close Date |
currency | Currency |
You can also optionally map additional Transaction fields.
Additional Funraise Transaction Fields | Recommend Hubspot property type |
status | Single-line text |
frequency | Single-line text |
paymentMethod | Single-line text |
donorCoveredFees | Single checkbox |
externalFeeCoverage | Number (Currency) |
donationBoost | Number (Currency) |
platformFeeAmount | Number (Currency) |
platformFeeSourceAmount | Number (Currency) |
cardType | Single-line text |
lastFour | Single-line text |
expirationDate | Date picker |
gatewayResponse | Single-line text |
donationId | Single-line text |
donationDescription | Single-line text |
donationMemo | Single-line text |
donationCheckNumber | Single-line text |
donationInKindDescription | Single-line text |
donationAnonymous | Single checkbox |
donationImported | Single checkbox |
donationOffline | Single checkbox |
donationTags | Single-line text |
donationNote | Single-line text |
donationPageUrl | Single-line text |
donationComment | Single-line text |
donationExternalId | Single-line text |
donationExternalIdSource | Single-line text |
dedicationMessage | Single-line text |
dedicationName | Single-line text |
dedicationEmail | Single-line text |
dedicationType | Single-line text |
subscriptionId | Single-line text |
subscriptionSequence | Single-line text |
allocationId | Single-line text |
allocationName | Single-line text |
formId | Single-line text |
formName | Single-line text |
pageId | Single-line text |
pageName | Single-line text |
siteId | Single-line text |
siteName | Single-line text |
Supporter fields
We recommend mapping these Funraise Supporter fields to default Contact fields.
Funraise Supporter Fields | Hubspot Contact Properties |
donorFirstName | First name |
donorLastName | Last name |
donorEmail | |
donorPhone | Phone number |
donorAddress | Street address |
donorCity | City |
donorState | State/Region |
donorPostalCode | Postal code |
donorCountry | Country/Region |
You can also optionally map additional Supporter fields.
Additional Funraise Supporter Fields | Recommend Hubspot property type |
donorTags | Single-line text |
donorEmailOptIn | Single checkbox |
donorName | Single-line text |
donorGender | Single-line text |
donorDateOfBirth | Date picker |
donorDeceased | Single checkbox |
donorPhysicalMailOptOut | Single checkbox |
donorInstitutionCategory | Single-line text |
donorInstituteName | Single-line text |
donorId | Single-line text |
householdName | Single-line text |
householdId | Single-line text |
Good to know
Email address is the unique identifier between Funraise and Hubspot
When syncing records with Hubspot, Funraise will attempt to find a matching Hubspot Contact by matching on email address. If a matching email address is not found, a new Hubspot Contact will be created.
Data is only synced when a Funraise Transaction is created or updated
It's important to note that at this time, the integration only syncs data when a Transaction in Funraise is created or updated. Creating or updating a Supporter or related records in Funraise does not trigger a sync. This is a potential area for improvement our team is considering.
Pay attention to field types when mapping
When mapping fields, it's important to keep in mind the field type for a Hubspot field you're connecting with a Funraise field. While a text field type can generally take any value that is sent from Funraise, field types like Dropdown, Checkbox, or Phone Number may have additional rules or validation that can cause sync failures if the value from Funraise does not match the validation rules.
Want to map Deal Stage with Funraise Transaction Status?
One option is to map Funraise Transaction Status (status) to Deal Stage directly in the Transaction mapping section. This will require custom set up of your Hubspot Deal Stages to be able to accept specific status values from Funraise. You'll need a Hubspot Stage value for each of the Funraise status values: complete, failed, pending, and refunded.
Another option is to sync Funraise Transaction Status into a custom text field on your Deal and then create a Hubspot Workflow to update the Deal Stage based on what's in that custom field.
About [DEPRECATED] Sync Donation to Hubspot
This workflow is a very limited and legacy workflow. We do not recommend getting started with this option. In this workflow, mappings are managed by Funraise and can not be customize.
How the deprecated workflow works
How the deprecated workflow works
An email address is used as a unique identifier for a Contact in Hubspot.
Transaction fields
Funraise Transactions are synced with Hubspot Deals.
Funraise Transaction Fields | Hubspot Deal Fields |
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 Supporter Fields | Hubspot Contact Fields |
First Name | First Name |
Last Name | Last Name |
Phone | Phone |
Address | Address 1 |
City | City |
State | State |
Postal Code | Postal Code |
Updating your workflow settings
Updating your workflow settings
If your organization has [DEPRECATED] Sync Donation to Hubspot activated, we recommend updating and configuring the Sync Donation to Hubspot workflow. Just be sure to toggle off the deprecated workflow when you're done! If both workflows are activated, you'll be syncing data twice.