Does Double the Donation Integrate with HubSpot?

This article walks through Double the Donation's integration with HubSpot.

Step-by-Step: Integrate Double the Donation Matching into HubSpot CRM

Step-by-Step: Custom Field Mapping

HubSpot - Double the Donation FAQs

Step-by-Step: Integrate Double the Donation Matching into HubSpot CRM

Step #1: Log into your Double the Donation Matching backend. Under Integrations > Browse, search for HubSpot. 

 

 

Step #2: Click "Activate Integration", then "Sign In with HubSpot" to be redirected to your HubSpot login. 

 

 

Step #3: Log in with your HubSpot credentials. You'll then have the opportunity to choose which HubSpot account you want to connect with Double the Donation Matching. Select your CRM and click "Choose Account". 

 

 

Step #4: Click "Connect App" to complete the process. 

 

 

Step #5: Toggle your integration from paused to live.

 

 

Congratulations! Double the Donation Matching is now set to process donations received through HubSpot webhook events. 

Step-by-Step: Custom Field Mapping

If your organization saves donations in a custom object and not the standard HubSpot Deals object, you have the option to customize the integration.

 

 

Step #1: Navigate to Integrations --> Manage. Select "Activate GraphQL Integration."

 

 

Step #2: Select the object that is used to store your donations. The drop-down field will contain all of HubSpot’s standard objects and your organization’s custom objects.  In most cases, donation data is either stored in HubSpot’s Deal object or one of your custom objects.

 

 

Step #3: Map your HubSpot fields to the matching module by clicking “Edit” for each of the following fields.

 

 

After clicking edit, you’ll be presented with a list of HubSpot fields. Use the input box to narrow the search. In the search results (example in image below), fields under the “Fields with object values” are HubSpot associations partitioned by association labels.

 

 

The following example shows a deal with three associated contacts. Double the Donation Matching will import “Jenny Taylor’s” contact information (image below) if the primary_donor label is selected in the image above.

 

 

Step #4: Tailor the HubSpot-to-Double the Donation data import by adding custom filters.

 

 

Step #5 (optional): Add association preferences to help Double the Donation Matching select a single record when there are multiple records to choose from in one-to-many associations.

 

 

Step #6: Click Preview Records to preview the type of records Double the Donation will import.  If the results aren’t as expected, please refine the field mapping, custom filters, and/or association preferences.

 

 

Step #7: Toggle your integration from paused to live. 

 

 

Congratulations! Donation data will now flow from your HubSpot CRM into your Double the Donation Matching account. Double the Donation Matching will sync records approximately every three hours.

HubSpot - Double the Donation FAQs