This article walks through Double the Donation's integration with HubSpot.
Step-by-Step: Integrate 360MatchPro by Double the Donation into HubSpot CRM
HubSpot - Double the Donation FAQs
Step-by-Step: Integrate 360MatchPro by Double the Donation into HubSpot CRM
Step #1: Log into your 360MatchPro 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 360MatchPro. Select your CRM and click "Choose Account".
Step #4: Click "Connect App" to complete the process.
Step #5: 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 # 6: Map your Hubspot fields to 360MatchPro 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. 360MatchPro will import “Jenny Taylor’s” contact information (image below) if the primary_donor label is selected in the image above.
Step #7: Tailor the Hubspot-to-360MatchPro data import by adding custom filters.
Step #8 (optional): Add association preferences to help 360MatchPro select a single record when there are multiple records to choose from in one-to-many associations.
Step #9: Click Preview Records to preview the type of records 360MatchPro will import. If the results aren’t as expected, please refine the field mapping, custom filters, and/or association preferences.
Step #10: Toggle your integration from paused to live. 360MatchPro will sync records approximately every three hours.
Congratulations! Donation data will now flow from your HubSpot CRM into your 360MatchPro account.
HubSpot - Double the Donation FAQs
Q: I don’t have a 360MatchPro account. How do I get one?
A: Visit https://360matchpro.com/demo-request/ to request a demo! Make sure you mention that you use HubSpot CRM in your demo request form.
Q: How are the objects in Hubspot mapped in 360MatchPro?
A: 360MatchPro only maps the "Deal" object from Hubspot. When there is a "deal.creation" event, it is mapped to 360MatchPro's donation identifier. When there is a "deal.propoertyChange" event:
"createdate" maps to 360MatchPro's timestamp
"dealname" maps to 360MatchPro's campaign
"amount" maps to 360MatchPro's donation amount.
Q: Where can I embed Double the Donation's matching gift search plugin?
A: We recommend that you incorporate Double the Donation's matching gift search tool across your broader fundraising. To install the search tool anywhere on your website, simply copy and paste the Embed Code from your 360MatchPro portal.
We recommend that you create a dedicated matching gift page where you can explain what matching gift programs are and provide donors with a chance to look up their employer's program forms, guidelines, and instructions. This page can be used as a resource to be included in emails, newsletters, and direct messages.
Take a look at an example from the Cat Rescue Club:
