For Classy CRM and HubSpot Marketing Hub users, there may come a time when you wonder if you can unlock the true value of your data by combining your two systems. It’s a big undertaking, but can be incredibly valuable to your sales and marketing teams. If you’re on the fence about integrating your CRM with HubSpot – or if you’re not sure what any of it means – we can help.
Keep reading for a more in-depth look at what it means to integrate Classy CRM with HubSpot Marketing Hub.
For a quick refresher, Classy is an online fundraising system that nonprofit organizations use to collect donations and donor information. HubSpot is an inbound marketing automation software that makes creating and managing marketing and other campaigns hassle-free. A Classy HubSpot integration brings these two robust systems together in a way that lets nonprofits become real changemakers in the world.
You may be wondering how an integration can help nonprofits make an impact in the world. To understand that portion, you must first understand how the actual integration operates. A Classy HubSpot integration is a bi-directional cloud-based integration solution. This integration specifically syncs Classy members, supporters, transactions, and recurring donation plans to related fields in HubSpot. It also syncs recently updated HubSpot contacts to existing Classy donations.
In more layman’s terms, this means that when someone becomes a donor in Classy, their HubSpot record is either created or updated to reflect this. If fields in HubSpot are updated, those fields are synced back to Classy. Similarly, this includes syncing Classy donations and recurring donation plans to HubSpot deals and vice versa.
Ultimately, the purpose of the integration is to keep the systems fully aligned. In other words, changes that happen in one will happen in the other.
Here is a more technical look at what can sync back and forth:
Now, let’s dive deeper into how a Classy HubSpot integration benefits nonprofits – helping them to become change makers. Combining the vital information in your Classy CRM system with the power of HubSpot’s marketing automation system can:
This overview outlines a typical, out-of-the-box integration. Something like this takes anywhere from 30 – 60 days. If you have a more customized Classy system, you can still embark on a Classy HubSpot integration. However, this may take up to 90 days, depending on your needs. No matter your situation, if you feel a Classy HubSpot integration will benefit you, we can get it done.
Hopefully, we covered what you wanted to know about combining Classy and HubSpot. If you have additional questions or want more information on how to begin an integration project, contact us today!