Donately / HubSpot Native Integration Set Up

One great feature that Donately customers can take advantage of to support their fundraising efforts are Native Integrations.

Donately integrates with HubSpot quickly and easily to better track and communicate with your donors. This integration is simple to hook up, easy to use, and acts as a full-service CRM to better understand and connect with your donors.

Follow these steps to successfully integrate Donately with HubSpot.

Once you’re logged into your Donately Dashboard, you will click on ‘Integrations’
Next, Find the HubSpot integration and click the ‘Add’ button
By clicking the ‘Configure’ button next, you’ll begin the quick and easy set up process which will start with you signing up for or signing into HubSpot, if you haven’t already done so
The next step after you’ve signed into HubSpot will be selecting your ‘Authentication Name’ - this is the connection name that you’ll associate with the Integration. You will be able to modify the Authentication Name if you wish, once complete click on ‘Next’
1. - **Note: you will NOT need to select a ‘Property’
A screen will appear confirming that you want to connect Donately and HubSpot and if you have more than one HubSpot accounts you will select the HubSpot account to integrate with
The next screen will ask if you’re sure you want to give access for your Donately and HubSpot accounts to speak to each other. You will want to click on the orange ‘Connect App’ button to confirm
This following screen will notify you that the Integration was successfully set up and you can click on the ‘Finish’ button.
You’ll be taken back to your main Integrations page where you will now see that your HubSpot integration has been set to ‘Active’

10. Edit your HubSpot DEAL properties to properly reflect Donately donation properties. Each donation from Donately will create a corresponding Deal Record in HubSpot. Head to your "Deal Property" settings either from a Deal, or directly in your account settings. Find the "Donately Properties" section. Now, select which properties you'd like to see in your deal(Donation) records.

You are now connected to HubSpot through Donately. This means that any supporters who make donations to your cause will entered into your HubSpot account directly from Donately and you’ll be able to track their giving, view their contact details and send them emails directly from HubSpot.

Hubspot Integration Fields that are created and updated with each donation or donor record modification.

Create / Update Donor (Contact)

Donately Webhook Field	Hubspot Group	Hubspot Object Name	Hubspot Field Name	Hubspot Field Type
donation.person.id	Donately Properties	Contact	dntly_donor_id	Custom Text
donation.person.email	Contact Properties	Contact	Email	Standard
donation.person.first_name	Contact Properties	Contact	First Name	Standard
donation.person.last_name	Contact Properties	Contact	Last Name	Standard
donation.person.phone_number	Contact Properties	Contact	Phone Number	Standard
Donation.person.street_address + donation.person.street_address_2	Contact Properties	Contact	Address	Standard
donation.person.city	Contact Properties	Contact	City	Standard
donation.person.state	Contact Properties	Contact	State	Standard
donation.person.country	Contact Properties	Contact	Country	Standard
donation.person.zip_code	Contact Properties	Contact	Zip	Standard
<combined address fields>	Donately Properties	Contact	dntly_full_address	Custom Text

Create / Update Donation & Subscription (Deal)

Donately Webhook Field	Hubspot Group	Hubspot Object Name	Hubspot Field Name	Hubspot Field Type
$500 Donation	Deal Properties	Deal	Description	Standard

donation.person.id	Donately Properties	Deal	dntly_donor_id	Custom Text

donation.id	Donately Properties	Deal	dntly_donation_id	Custom Text
donation.amount	Deal Properties	Deal	Amount	Standard
donation.currency	Donately Properties	Deal	dntly_donation_currency	Custom Text
donation.livemode	Donately Properties	Deal	dntly_donation_livemode	Custom Boolean
donation.donation_type	Donately Properties	Deal	dntly_donation_type	Custom Text
donation.processor	Donately Properties	Deal	dntly_donation_processor	Custom Text
donation.donation_date	Donately Properties	Deal	dntly_donation_date	Custom Date
donation.status	Donately Properties	Deal	dntly_donation_status	Custom Text
donation.transaction_id	Donately Properties	Deal	dntly_donation_transaction_id	Custom Text
donation.donation.recurring	Donately Properties	Deal	dntly_donation_recurring	Custom Boolean

donation.anonymous	Donately Properties	Deal	dntly_donation_anonymous	Custom Boolean
donation.on_behalf_of	Donately Properties	Deal	dntly_donation_on_behalf_of	Custom Text
donation.tracking_codes	Donately Properties	Deal	dntly_donation_tracking_codes	Custom Text
donation.meta_data	Donately Properties	Deal	dntly_donation_meta_data	Custom Textarea
donation.dtd_company_name	Donately Properties	Deal	dntly_donation_dtd_company	Custom Text

donation.comment	Donately Properties	Deal	dntly_donation_comment	Custom Text
donation.notes	Donately Properties	Deal	dntly_donation_notes	Custom Text

donation.form.id	Donately Properties	Deal	dntly_donation_form_id	Custom Boolean

donation.campaign.title	Donately Properties	Deal	dntly_donation_campaign_title	Custom Text
donation.campaign.id	Donately Properties	Deal	dntly_donation_campaign_id	Custom Text
donation.fundraiser.title	Donately Properties	Deal	dntly_donation_fundraiser_title	Custom Text
donation.fundraiser.id	Donately Properties	Deal	dntly_donation_fundraiser_id	Custom Text

donation.subscription.id	Donately Properties	Deal	dntly_subscription_id	Custom Text
donation.subscription.recurring_start_day	Donately Properties	Deal	dntly_subscription_start_day	Custom Date
donation.subscription.recurring_frequency	Donately Properties	Deal	dntly_subscription_frequency	Custom Text

Update Subscription (Deal)

Donately Webhook Field	Hubspot Group	Hubspot Object Name	Hubspot Field Name	Hubspot Field Type
donation.subscription.status	Donately Properties	Deal	dntly_subscription_status	Custom Text

Donately / HubSpot Native Integration Set Up

Sync your Donately and HubSpot accounts with just a few clicks.

Hubspot Integration Fields that are created and updated with each donation or donor record modification.

Create / Update Donor (Contact)

Create / Update Donation & Subscription (Deal)

Update Subscription (Deal)