HubSpot is a CRM that provides tools to manage supporters, sales, marketing, and content. Anedot sends Contact and Deal relays for Submissions and Donation Events collected from Action Pages to HubSpot's CRM.
Connect Anedot to HubSpot
To successfully connect to HubSpot, follow the steps below:
Access the Settings>Integrations>Directory tab within your fundraising account.
Click the blue + New Connection button in the upper right corner of the Directory.
Select HubSpot from the Directory list.
Select the Action Pages you would like synced with HubSpot. The default is All Pages.
To exclude pages, enter a comma-separated list of the Action Page IDs
Optionally, you can scope the integration to only send team-specific data to HubSpot.
To relay Contact data only, skip the steps below
Click the blue Save button.
You will be redirected to log in to HubSpot to choose the account you would like to connect. If your connection is successful, you will be redirected back to the Integration Directory tab in Anedot. If the connection fails, you will receive an error page. If you receive an error, contact our Support team here and attach an image of the error message you received.
To relay Donation Events as HubSpot Deals, enter the Pipeline and Deal Stage IDs you would like the Donation Events to appear under.
To find the Pipeline and Deal Stage IDs, go to Sales>Deals within HubSpot
In the Pipeline dropdown, select Edit pipelines.
Select the Pipeline you are looking for from the Select a pipeline list.
Click the </> icon next to the Pipeline or corresponding stage you would like to grab the ID for, then click Copy.
(Optional) Utilize Custom Deal Properties from HubSpot to include the following Submission Properties and Field Types:
Action Page Name (single-line text)
Communications Consent Email (single checkbox)
Communications Consent Phone (single checkbox)
Recurring (single checkbox)
Source Code (single-line text)
UTM Campaign (single-line text)
UTM Content (single-line text)
UTM Medium (single-line text)
UTM Source (single-line text)
UTM Term (single-line text)
If you do not need to set Custom Deal Properties, click the blue Save button within Anedot.
You will be redirected to an Authorization page to select the HubSpot account you want to connect to.
Once you have selected your account, you will receive a Warning. Click Connect app to complete the integration setup.
Your connection is now complete! π
The Action Pages included in the connection can be modified at any time post-setup. To modify credentials, you will need to create a brand new HubSpot integration.
Disclaimer: Having multiple HubSpot connections, especially multiple Deal (Donation Event) relay connections, can cause data issues such as duplicate Deal records for a single Donation Event in HubSpot.
Set up Custom Deal Properties
Within HubSpot, navigate to the Settings tab.
Next, choose Properties.
Under Select an Object choose Deal properties.
Click Create Property.
For Object type choose Deal.
For Group choose Deal Information.
For Label, choose whichever internal name you use to identify the field.
Next, select the Field Type from the dropdown, then click Create.
If the checkbox is selected, leave the default values. See example below:
Select Property Rules if desired (not required by Anedot), then click Create.
Finally, to map custom properties to Anedot fields you need to copy the internal Hubspot ID for the fields.
Go to Deal Properties and select the one you want.
Click Edit and press the < /> button to copy the internal ID.
Paste the ID into the corresponding Anedot field in the Hubspot side drawer.
Data Relays
Anedot relays data for financial and non-financial pages.
Custom field data cannot be relayed at this time.
If the donor contact record does not exist in HubSpot, HubSpot will create a new contact record for that donor. Otherwise, the existing HubSpot contact record will be updated (if the relay contains different information than what is on the contact record).
Field Mapping
Contact Relays
HubSpot Contact Relays are sent as grouped properties with a value. For example: {"value": "Annie", "property": "firstname"}
Anedot Field | Hubspot Property |
firstName | firstname |
lastName | lastname |
phone | phone |
address {line1} | address |
address {city} | city |
address {region} | state |
address {postal_code} | zip |
Deal Relays
Anedot Field | Hubspot Property |
totalAmount (in cents) x 100 | amount |
"firstName lastName - (totalAmount x 100)" | dealname |
"default" | pipeline |
**utmCodes {term} | utm_term |
created_at (timestamp on submission) | closedate |
dealstage (Hubspot Property) | dealstage |
"true" or "false" | recurring |
**utmCodes {medium} | utm_medium |
**utmCodes {source} | utm_source |
sourceCode | source_code |
**utmCodes {content} | utm_content |
**utmCodes {campaign} | utm_campaign |
actionPage {name} | action_page_name |
communicationsConsentEmail ("true" or "false") | communications_consent_email |
communicationsConsentPhone ("true" or "false") | communications_consent_phone |
vid (from Contact Relay Response Body) | associations_to_id |
- | types { |
**UTM fields can be added to the Page URL.
Payload Data for Contact Relays
All Lead Page submissions will be sent as Contact Relays. Donation Page submissions will only be sent as Contact Relays if Deals are not utilized.
If the donor contact record does not exist in HubSpot, HubSpot will create a new contact record for that donor. Otherwise, the existing HubSpot contact record will be updated (if the relay contains different information than what is on the contact record).
Request Body
{
"properties": {
"amount": "50.00",
"dealname": "Annie Dot - 50.00",
"pipeline": "default",
"closedate": "2023-03-30T15:07:19Z",
"dealstage": "66041629β
},
"associations": [{
"to": {
"id": "2551"
},
"types": [{
"associationTypeId": 3,
"associationCategory": "HUBSPOT_DEFINED"
}]
}]
}
Response Body
{
"vid": 101,
"is_new": false
}
Payload Data for Deal Relays
Request Body (without Custom Deal Properties)
{
"properties": {
"amount": "50.00",
"dealname": "Annie Dot - 50.00",
"pipeline": "default",
"closedate": "2023-03-30T15:07:19Z",
"dealstage": "66041629"
},
"associations": [{
"to": {
"id": "2551"
},
"types": [{
"associationTypeId": 3,
"associationCategory": "HUBSPOT_DEFINED"
}]
}]
}
Request Body (with Custom Deal Properties)
{
"properties": {
"amount": "50.00",
"dealname": "Annie Dot - 50.00",
"pipeline": "",
"utm_term": null,
"closedate": "2023-05-09T19:44:21Z",
"dealstage": "66041629",
"recurring": true,
"utm_medium": null,
"utm_source": null,
"source_code": "1234555",
"utm_content": null,
"utm_campaign": null,
"action_page_name": "Page 8",
"communications_consent_email": true,
"communications_consent_phone": true
},
"associations": [{
"to": {
"id": "5651"
},
"types": [{
"associationTypeId": 3,
"associationCategory": "HUBSPOT_DEFINED"
}]
}]
}
Response Body
{
"id": "12777199902",
"archived": false,
"created_at": "2023-03-30T15:07:20.732Z",
"properties": {
"amount": "50.00",
"dealname": "Annie Dot - 50.00",
"pipeline": "default",
"closedate": "2023-03-30T15:07:19Z",
"dealstage": "66041629",
"createdate": "2023-03-30T15:07:20.732Z",
"hs_is_closed": "false",
"hs_object_id": "12777199902",
"days_to_close": "0",
"hs_createdate": "2023-03-30T15:07:20.732Z",
"hs_closed_amount": "0",
"hs_is_closed_won": "false",
"hs_is_deal_split": "false",
"hs_forecast_amount": "50.00",
"hs_lastmodifieddate": "2023-03-30T15:07:20.732Z", "hs_projected_amount": "0",
"amount_in_home_currency": "50.00",
"hs_deal_stage_probability_shadow": "0.100", "hs_closed_amount_in_home_currency": "0", "hs_projected_amount_in_home_currency": "0"
},
"updated_at": "2023-03-30T15:07:20.732Z"
}
Response Status (Success)
201