DonorPerfect and HubSpot

Boost Your Fundraising Impact with DonorPerfect and HubSpot Integration

CRMConnect

Maximize your nonprofit's impact by reaching the right donor at the right time! Discover the complete solution to automate your fundraising process in HubSpot.

CRMConnect DonorPerfect and HubSpot
Trusted by Nonprofits Worldwide
Trusted by partners and customers

Our Trusted Integration Partner

Simplify Donor Management, Maximize Fundraising Impact

Full Synchronization Between DonorPerfect and HubSpot

🔄
Automatically sync donor information, reducing manual data entry and saving time.
💌
Automate thank-you notes and follow-ups.
🎯
Easily segment donors in HubSpot for personalized outreach and better engagement.
📈
Clearly track donor interactions and campaign results to improve fundraising strategies.
🎁
Effortlessly manage detailed gift information with the optional Gifts Pipeline.
🛠️
Sync custom data fields and objects, matching your organization's unique needs.
🚩
Automatically transfer dropdown codes and flags, ensuring consistency between platforms.

What Our Customers Say

CRMConnect bridges Cliniko and HubSpot, providing a unified platform to manage patient information and client relationships efficiently.

"Fast Theme Changes in Blured have transformed the way I work. Switching between themes on-the-fly helps me align my coding environment with different project requirements swiftly. Glossy has truly streamlined my workflow."
Emily Chen
DevOps Specialist
"Fast Theme Changes in Blured have transformed the way I work. Switching between themes on-the-fly helps me align my coding environment with different project requirements swiftly. Glossy has truly streamlined my workflow."
Emily Chen
DevOps Specialist
"Fast Theme Changes in Blured have transformed the way I work. Switching between themes on-the-fly helps me align my coding environment with different project requirements swiftly. Glossy has truly streamlined my workflow."
Emily Chen
DevOps Specialist
"Fast Theme Changes in Blured have transformed the way I work. Switching between themes on-the-fly helps me align my coding environment with different project requirements swiftly. Glossy has truly streamlined my workflow."
Emily Chen
DevOps Specialist
"Fast Theme Changes in Blured have transformed the way I work. Switching between themes on-the-fly helps me align my coding environment with different project requirements swiftly. Glossy has truly streamlined my workflow."
Emily Chen
DevOps Specialist
"Fast Theme Changes in Blured have transformed the way I work. Switching between themes on-the-fly helps me align my coding environment with different project requirements swiftly. Glossy has truly streamlined my workflow."
Emily Chen
DevOps Specialist
"Fast Theme Changes in Blured have transformed the way I work. Switching between themes on-the-fly helps me align my coding environment with different project requirements swiftly. Glossy has truly streamlined my workflow."
Emily Chen
DevOps Specialist
"Fast Theme Changes in Blured have transformed the way I work. Switching between themes on-the-fly helps me align my coding environment with different project requirements swiftly. Glossy has truly streamlined my workflow."
Emily Chen
DevOps Specialist

Powerful Tools for Easy Fundraising

CRMConnect makes managing donor data, personalizing communications, and tracking fundraising results easy and automatic—so you can focus on growing your impact.

Automatic Donor Data Sync

360° Donor View in HubSpot
Automatically sync over 140 donor properties from DonorPerfect into HubSpot, including personal details, giving history, and preferences, allowing for tailored communications.
Real-Time Donor Updates
Keep critical dates like "Last Gift," "First Gift," and "Donor Created" synced instantly, enabling real-time insights into donor behavior.

Personalized Donor Communications

Donor Segmentation Made Simple
Use synced details like donor type, job title, and giving history to quickly create targeted segments in HubSpot.
Effortless Follow-Ups and Acknowledgements
Automatically sync donor communication preferences and narrative fields to send timely thank-yous and personalized follow-ups.

Clear Fundraising Insights with the Gifts Pipeline add-on

Seamless Gift Tracking
Sync donations as detailed "deals" in a HubSpot pipeline, providing clear visibility into each gift and facilitating powerful, personalized fundraising.
Detailed Donation Insights
Sync critical financial data points like average gift amounts, giving history, and donor lifetime value, helping you understand and forecast donor behavior.
Advertising ROI Reporting
Use the optional Gifts Pipeline to precisely measure your advertising effectiveness by tracking donations as deals within HubSpot.
Campaign Performance Tracking
Sync campaign-specific fields ("Campaign," "Solicitation," etc.) to clearly see which fundraising efforts perform best.

Customization and Flexibility

Custom Fields and Objects (Optional)
Sync additional custom fields or unique data objects to perfectly align with your nonprofit's specific tracking and reporting needs.
Flags Sync as Tags
Automatically transfer DonorPerfect flags as HubSpot multi-select tags for easy segmentation and simplified data management.
"CodeSync" for Dropdowns
Automatically populate HubSpot dropdown menus with your DonorPerfect codes (e.g., donor types, campaign types), removing manual entry and ensuring accuracy.

Advanced Fundraising Tools

Tribute Management
Efficiently manage tribute gifts with synced fields such as tribute descriptions, dates, and main contacts directly in HubSpot.
Crowdfunding Tracking
Sync crowdfunding data for better monitoring and management, ensuring maximum fundraising potential.
Event and Auction Insights
Sync event-related fields to track the success of your fundraising events and auctions effectively.

Flexible pricing based on the number of donors.

CRMConnect bridges DonorPerfect and HubSpot, providing a unified platform to manage patient information and client relationships efficiently.

5,000
$169

/month

Requires a paid DonorPerfect and HubSpot subscription.

Schedule a Demo
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Frequently asked questions

Everything you need to know

How is my synced donor count calculated?
Only active donors synced from DonorPerfect to HubSpot are counted. Inactive donors are not counted until reactivated.
How often does data sync?
Data syncs every 15 minutes.
How much historical data is included?
One month of donation history is included. Additional months can be added for $50/month synced.
Which HubSpot subscription is required?
CRMConnect works with HubSpot Free, but features like the Gifts Pipeline and advanced automation require HubSpot Pro or Enterprise plans.
What happens to donors without emails?
Donors without emails in DonorPerfect will sync to HubSpot without an email.
How do I get advertising ROI reports?
Advertising ROI reports require HubSpot Marketing Hub Enterprise. You can connect your ad accounts and configure reports directly in HubSpot.
I have more donors than my plan covers. What do I do?
Only active donors are counted towards your limit. Inactive donors won't count until they become active again, reducing immediate upgrade needs.
Still have questions?

Can’t find the answer you’re looking for?Please chat to our friendly team.

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Blog Posts

CRMConnect bridges Cliniko and HubSpot, providing a unified platform to manage patient information and client relationships efficiently.

Blog Posts
Mindbody and Klaviyo
Automatically synchronize patient and contact data, including demographics, preferences, and appointment history.
Alec Whitten • 17 Jan 2022
Podcasts
Mindbody and Klaviyo
Automatically synchronize patient and contact data, including demographics, preferences, and appointment history.
Alec Whitten • 17 Jan 2022
Webinars
Mindbody and Klaviyo
Automatically synchronize patient and contact data, including demographics, preferences, and appointment history.
Alec Whitten • 17 Jan 2022
Case Studies
Mindbody and Klaviyo
Automatically synchronize patient and contact data, including demographics, preferences, and appointment history.
Alec Whitten • 17 Jan 2022
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