HubSpot
Updated over a week ago

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:

  1. Access the Settings>Integrations>Directory tab within your fundraising account.

  2. Click the blue + New Connection button in the upper right corner of the Directory.

  3. Select HubSpot from the Directory list.

  4. Select the Action Pages you would like synced with HubSpot. The default is All Pages.

    1. To exclude pages, enter a comma-separated list of the Action Page IDs

    2. Optionally, you can scope the integration to only send team-specific data to HubSpot.

  5. To relay Contact data only, skip the steps below

    1. Click the blue Save button.

    2. 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.

  6. To relay Donation Events as HubSpot Deals, enter the Pipeline and Deal Stage IDs you would like the Donation Events to appear under.

    1. To find the Pipeline and Deal Stage IDs, go to Sales>Deals within HubSpot

    2. In the Pipeline dropdown, select Edit pipelines.

    3. Select the Pipeline you are looking for from the Select a pipeline list.

    4. Click the </> icon next to the Pipeline or corresponding stage you would like to grab the ID for, then click Copy.

  7. (Optional) Utilize Custom Deal Properties from HubSpot to include the following Submission Properties and Field Types:

    1. Action Page Name (single-line text)

    2. Communications Consent Email (single checkbox)

    3. Communications Consent Phone (single checkbox)

    4. Recurring (single checkbox)

    5. Source Code (single-line text)

    6. UTM Campaign (single-line text)

    7. UTM Content (single-line text)

    8. UTM Medium (single-line text)

    9. UTM Source (single-line text)

    10. UTM Term (single-line text)

  8. If you do not need to set Custom Deal Properties, click the blue Save button within Anedot.

  9. You will be redirected to an Authorization page to select the HubSpot account you want to connect to.

  10. Once you have selected your account, you will receive a Warning. Click Connect app to complete the integration setup.

Your connection is now complete! πŸŽ‰

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

  1. Within HubSpot, navigate to the Settings tab.

  2. Next, choose Properties.

  3. Under Select an Object choose Deal properties.

  4. Click Create Property.

  5. For Object type choose Deal.

  6. For Group choose Deal Information.

  7. For Label, choose whichever internal name you use to identify the field.

  8. Next, select the Field Type from the dropdown, then click Create.

  9. If the checkbox is selected, leave the default values. See example below:

  10. Select Property Rules if desired (not required by Anedot), then click Create.

  11. Finally, to map custom properties to Anedot fields you need to copy the internal Hubspot ID for the fields.

  12. Go to Deal Properties and select the one you want.

  13. Click Edit and press the < /> button to copy the internal ID.

  14. 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

associations_to_id

-
"HUBSPOT_DEFINED"
"3"

types {
associationTypeId
associationCategory}

**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": "66041629”
},
"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

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