Key Benefits of a HubSpot Classy Integration
- No duplicate data entry or manual tasks, keeping information free of errors
- More personalized marketing material to increase donation amounts
- Better targeting of your first, repeat, and other donors, making your teams more efficient
- More in-depth analysis of fundraising campaigns
- The right information to the correct teams, creating true sales and marketing alignment
What Features Are Available With a HubSpot Classy Integration?
- See all Your Donor Information in One Place
Your Classy members, supporters, transactions, and recurring donation plans will integrate to related fields in HubSpot, and vice versa. That means all your vital information about your current, new, and upcoming donors will be simple to access.
- Launch Fundraising Campaigns from HubSpot
Classy has the information about your donors and their donations, while HubSpot gives you the power to market to them personally. With this integration, you can start and track fundraising lead nurture campaigns from HubSpot - with all the financial information you need.
- Get a Better View of Your Efforts
With HubSpot’s reporting dashboards combined with the information from your Classy system, you’ll be able to thoroughly analyze all your campaigns from start to finish - and make improvements along the way to help with any future decisions.
- Stay On Top of Your Vital Donations
A HubSpot Classy integration is a bi-directional cloud-based integration solution. Your Classy transactions and recurring donations plans will sync to HubSpot deals and your HubSpot deals will sync back to Classy. Your HubSpot contacts will update to existing Classy donations, so you can see when a donation is coming in, from who, and how much it will be.
- Set the Correct Designation
Not every nonprofit operates in the same way, which is why your integration can be customized to your company's needs. Your donation and transaction information can be set to the right designation, whether it’s money for food, books, or something else.
HubSpot + Classy Integration Object Mapping
|Companies||Classy to HubSpot||Accounts|
|Contacts||HubSpot to Classy||Campaign Responses|
|Deals||Classy to HubSpot||Opportunities|
|Deals||Classy to HubSpot||Custom CRM Entities|
HubSpot Classy Integration Pricing Plans
Have a question or need help deciding what plan is best for you? Speak with an integration expert.
|Features||Influence||Empower||Change the World|
|Request a Quote|
|Supporters sync to contacts||Yes||Yes||Yes|
|Donations sync to contact timelines||Yes||Yes||Yes|
|Donations sync to deals||No||Yes||Yes|
|Free SMSZap Plan||No||No||Yes|
|SLA Support Speed||
Client Success Stories
Ready to integrate?
Learn more about how a HubSpot Classy integration