Connecting HubSpot to Fundraise Up

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 try to create a new "Fundraise Up Donations" Deal pipeline and a new "Recurring Plan" custom object.  

If you are using HubSpot Starter or Pro, our integration will work just fine. The only difference is that our integration will not be able to create the Recurring Plan custom object, so Deals that normally would have been associated to a Recurring Plan in HubSpot (as a way to represent which recurring donation they came through) will not be so associated.

The "Recurring Plan" custom object will only be created on HubSpot accounts with at least one Enterprise module enabled.

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. 

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Review Settings and Permissions

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.

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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.

Disconnecting HubSpot and Fundraise Up

If you want to disconnect HubSpot and Fundraise Up, all you need to do is navigate to:
Integrations > Connected Apps > Fundraise Up > Actions > Uninstall
After disconnecting Fundraise Up and HubSpot, new donation data will still be captured inside your Fundraise Up dashboard, but will no longer flow into HubSpot.

After reconnecting, you may sync data historically during any period where the platform may have been disconnected.