Make Fundraise Up talk to your CRM by enabling our HubSpot integration, which sends data in near real-time and helps centralize your data in one place.
Connecting Fundraise Up to HubSpot will allow you to automatically or manually sync new donations as Deals.
Those Deals will be automatically associated with a Contact, either an existing Contact matched based on provided contact information or a new Contact if a match is not found.
When connected to HubSpot, the integration will create a new "Fundraise Up Donations" Pipeline for these deals and a new "Recurring Plan" Custom Object. As such, you must have an Enterprise plan with Hubspot to use this integration.
All Deals made by the integration will be put in that Pipeline, and all Deals that represent donations associated with recurring plans in Fundraise Up will get associated with a commensurate Recurring Plan record in Hubspot.
Choose HubSpot on the Integrations page in Settings
In your Fundraise Up dashboard, click your org's name in the top right, click Settings, and in the left-hand menu of your Settings area, choose Integrations.
On the Integrations page, click Add integration and choose HubSpot from the available options to be directed to the HubSpot Integration page.
Connect your HubSpot Account
Clicking the Connect HubSpot button will take you to a HubSpot screen, where you'll first log in if you haven't already in this browser, and then choose your HubSpot account to connect.
Reviewing the Settings
The Integration is paused when first connected - once you're happy with your Integration's setup, don't forget to scroll to the bottom and click the Enable Automatic Sync button so that new donations start syncing in real-time!
The only mandatory fields are Deal Name (which will be pre-filled with a sensible value) and Match Contact (which will default to "by email"), so definitely review what's selected in those fields and click the Save Changes button in the General Settings section prior to clicking the Enable Automatic Sync button.
We recommend reviewing the other settings available to ensure that records are getting created in HubSpot exactly as you'd like. We cover this Settings area completely in our Customizing the HubSpot Integration article.