Create or update a contact in HubSpot when a donation is completed
When a donation is completed
Create or update a contact in HubSpot
Charitable → HubSpotEvents and actions
Automate Charitable and HubSpot together
Use Charitable events to run HubSpot actions, or HubSpot events to run Charitable actions. Explore both lists below to choose a workflow.
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Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Add a contact to a List in HubSpot when a donation status changes
- When a donation status changes
- Add a contact to a List in HubSpot
Available in Noptin
HubSpot events and actions
Webhooks
1 event
- When a HubSpot webhook is received
Contacts
2 actions
View actions
- Create or update a contact in HubSpot
- Remove a contact from HubSpot
Lists
2 actions
View actions
- Add a contact to a List in HubSpot
- Remove a contact from a List in HubSpot
Available in Noptin
Charitable events and actions
Donations
2 events · 1 action
View events and actions
Events
- When a donation is completed
- When a donation status changes
Actions
- Change the status of a donation
Campaigns
2 actions
View actions
- Create or update a campaign
- Delete a Charitable campaign
About this connection
How the two tools fit together
Charitable: Fundraising and donation management for WordPress.
HubSpot: HubSpot is a comprehensive inbound marketing, sales, and customer service platform that provides tools for CRM, email marketing, content management, and analytics to help businesses attract, engage, and delight customers.
What information can you send?
Connect HubSpot, then fill in the contact details it asks for. The available fields depend on your account.
Available details depend on the Charitable event or action you choose and any fields configured on your site. Lists, tags, and custom fields depend on the connected HubSpot account and the audience selected.
Start here
Set up Charitable and HubSpot with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Charitable and HubSpot from Noptin → Extensions. How to activate your license.
- Install and set up Charitable on your WordPress site. Connect HubSpot in Noptin using the account or server details requested in its settings.
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Put it together
Set up the automation in WordPress
- Choose an event from Charitable to start the automation.
- Choose an action from HubSpot in the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
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