CONNECT CHARITABLE WITH HUBSPOT

Sync Donor Data and Automate Workflows with HubSpot

Connect Charitable to HubSpot and every donation automatically updates your CRM. Build complete donor profiles, trigger targeted campaigns, and manage relationships without manual data entry.

Get Charitable Now →
Hubspot integration

Plan Needed

Plus

Last Updated

February 26, 2026

Category

Marketing

Extension

Automation Connect Addon

Complete donor intelligence in one platform

The Charitable + HubSpot integration uses Automation Connect and Zapier to send donor data from your donation forms directly into HubSpot. Every time someone completes a gift, their contact record is created or updated in your CRM without any manual work.

No more switching between platforms to copy donor details by hand. The connection keeps your HubSpot contacts current and complete, so your team always has accurate giving information right where they need it.

With fresh donation data flowing into HubSpot automatically, your team can focus on building real relationships with donors instead of managing spreadsheets.

Explore HubSpot Extension

Similar Extensions

Zapier

Mailchimp

ActiveCampaign

What You Can Do with Charitable + HubSpot

Automatic donor sign-ups

Collect donors’ email addresses with auto opt-in to add them to your mailing list.

Automated Workflow Triggers

Launch HubSpot workflows, send thank-you sequences, or re-engagement campaigns.

Segment donors by amount, frequency, or campaign and send targeted appeals that match their interests.

Raise funds faster and with less stress

Join over 10,000+ non-profits that are raising funds faster.

Get Charitable Now →

Why You’ll Love Charitable + HubSpot

Code-Free Setup

Connect HubSpot in Under 10 Minutes

Install our Automation Connect addon (available on the Pro plan) and connect to Zapier. Then you can choose HubSpot as your action app inside Zapier.

Map the donor fields coming from Charitable – name, email address, donation amount, campaign name, and donation date – to the correct fields inside your HubSpot account.

Set it up once and it will run on autopilot, saving you tons of admin time.

Set and forget

Quick connection

Save time and effort

Charitable newsletter connect
Reply to donor email

Automated Engagement Workflows

Trigger Campaigns Based on Donation Activity

Connect donation events to HubSpot workflows for automated donor engagement.

Send thank-you sequences when someone makes their first gift. Launch upgrade campaigns when donors hit certain thresholds.

Set up workflows that respond to specific giving behaviors.

All workflow triggers use real donation data from Charitable. No manual tagging or list management required to keep campaigns running.

Donation-triggered workflows

Automated thank-you sequences

Behavior-based campaigns

Smart Donor Segmentation

Build Lists Based on Donation Behavior

Automation Connect sends more than just a donor’s name and email to Zapier. Donation amount, campaign name, donation date, payment status, and recurring donation details all travel through the connection into HubSpot.

Inside each HubSpot contact record, your team sees exactly what that person gave, when they gave it, and which campaign inspired their gift. That context makes every follow-up conversation more personal and more effective.

Dynamic lists update automatically

Segment by giving history

Lapsed donor identification

tags and segments feature

Ready to Automate Your Fundraising?

Get started with Charitable Pro today and build smart workflows with HubSpot. We’re so confident you’ll love it that we back every purchase with our 14-day money-back guarantee – giving you the freedom to explore risk-free.

Sign up for your 100% risk-free Charitable Pro »

Tutorial

Follow step-by-step instructions to connect Charitable to HubSpot.

Charitable Hubspot integration
Connecting Charitable and HubSpot

This guide walks through installing Automation Connect and syncing your HubSpot account.

Charitable and HubSpot Integration –
Frequently Asked Questions

Do you have a question about connecting HubSpot with Charitable? See the list below for our most frequently asked questions. If your question is not listed here, please contact us.

Which donor information syncs to HubSpot?

The integration syncs all standard donor information including name, email, donation amount, donation date, campaign name, and payment method. You can also map custom fields from Charitable to custom properties in HubSpot.

Does the integration create new records or update existing ones?

The integration creates new contact records in HubSpot when a donor makes their first gift. For returning donors, the system matches them by email address and updates their existing record. Duplication detection happens automatically.

How often does data sync between Charitable and HubSpot?

Donation data syncs to HubSpot in someone completes a donation, their information transfers to your CRM within seconds. You don’t need to wait for scheduled batch updates.

Can I map custom fields between Charitable and HubSpot?

Yes, the integration supports full custom field mapping. If you track additional information in Charitable beyond standard donor fields, you can sync that data to custom properties in HubSpot.

Explore More Features

Peer to Peer Donations

Peer-to-Peer Fundraising

Empower supporters to fundraise on your behalf.

Expand your reach through supporter networks 

Keep 100% of donations with zero platform fees

Track campaign progress with detailed reports

Donor Management

Donation Forms

Launch powerful donation campaigns in minutes.

Ready to use templates

Drag and drop visual builder

Dynamic elements to inspire giving

Recurring Donations

Convert one-time donors into loyal, long-term supporters.

Enable automated recurring payments with ease

Provide donor accounts for seamless contribution management

Offer flexible donation frequencies to suit individual preferences

Charitable Has 1+ Million Downloads!

Trusted by millions to power successful fundraising campaigns. Try Charitable risk-free today.

Get Charitable Now →

✅ 14-day money-back guarantee

✅ Transparent pricing

✅ Code-free setup

Frequently Asked Questions

See the list below for our most frequently asked questions. If your question is not listed here, please contact us.

Can I see a demo of Charitable?

You can. Contact us and we’ll be glad to set you up with an up-close view of how Charitable can power your fundraising success. 

How long is my Charitable license valid for?

All Charitable purchases are for a one-year license. It gives you access to support and our frequent product updates. Annual renewals are automatic and you’re free to cancel any time. 

Does Charitable offer a money-back guarantee?

Sure. We are confident you’ll be delighted with Charitable. But, if you’re unhappy for any reason or have a rare issue we can’t resolve, you’ll get a full refund within 14 days of the purchase date. 

Can Charitable replace all the fundraising tools I’m using now?

Yes, Charitable offers a complete solution to raise funds and manage donations all in one place. It includes donation forms, peer-to-peer fundraising, annual tax receipts, reports, and so much more. Try it today and see how it can simplify your fundraising efforts – we offer a money-back guarantee.

What payment gateways do I get out of the box?

You can start accepting donations through PayPal and Stripe as soon as you launch. Using Charitable’s easy-to-install extensions, you can add other gateways such as Payrexx, Authorize.Net, and several others.

Can I generate tax receipts for my donors?

Yes, and it’s easy. Receipts go out automatically after the donation. Plus you can customize the receipt template to include your organization’s information and branding. 

Can I customize donation forms to match my website’s branding?

Absolutely. Charitable has layouts and color schemes for you to experiment with out of the box. If you’d like to keep everything consistent with your site’s design and identity, that’s the default option.

Get the Best WordPress Fundraising Plugin Today

Join 10,000+ smart website owners who trust Charitable for their donation websites.

Get Charitable Now →

What's New In Charitable

🔔 Subscribe to get our latest updates
📧 Subscribe to Emails

Email Subscription

Join our Newsletter

We won’t spam you. We only send an email when we think it will genuinely help you. Unsubscribe at any time!

donation form Donations New

💵 Mini Donation Widget: Show The Impact Of Every Dollar!

Not every donor who wants to give will navigate to your campaign page. Meet them exactly where they are by placing a fully functional giving experience directly on any page or post.

💬 Show the impact of every dollar: Attach custom messages to each preset amount so donors understand exactly what their gift provides.
🔄 Monthly and one-time giving: Supports a tabbed interface with independent amounts and impact statements for recurring giving programs.
🎨 Match your brand: Easily set accent colors and control size or alignment to fit the widget naturally into your layout without CSS.
⚡ Reduce donor friction: Open the donation form in a modal overlay to keep donors on the page and reduce drop-off.

Donations Live New

👉🏻 Showcase Real Momentum with the Donations Feed

Give your donors a reason to trust. Our new feed lets you display a living, breathing record of people showing up for your cause.

🤝 Build instant trust: Overcome donor hesitation by showing a proven track record of community support.
💬 Highlight donor stories: Display real donor comments and locations to show the human side of your fundraising.
🛠️ Drop it anywhere: Easily add the block to your homepage, campaign pages, or confirmation screens in seconds.
📈 Curate your feed: Group multiple donations from the same person or sort by highest amounts to encourage larger gifts.

Campaigns New

🎨 Campaign Showcase: Pro Level Display, No Coding Needed.

Display your causes with style and make it easier than ever for donors to find the right campaign. We are excited to announce the brand-new Campaign Showcase, a powerful, no-code tool designed to help you create beautiful, high-converting campaign grids and carousels.

The Ultimate Discovery Experience

Your mission deserves to be seen. With the Campaign Showcase, you can move beyond simple lists and create dynamic displays that highlight your most urgent needs, helping donors connect with the causes they care about most.

⚡ No-Code Customization: Effortlessly change layouts, columns, and styles with a single click. Whether you want a clean grid or an interactive carousel, you can match your organization’s look without any CSS or JavaScript.

🎯 Advanced Search & Filter: Empower your supporters with real-time filtering. Donors can quickly sort through campaigns by tags, popularity, or “ending soon,” making it easy to find exactly where their help is needed.

💰 Quick Donate Integration: Boost your conversions with instant giving. The Showcase allows donors to contribute via a modal popup directly from the display, featuring pre-selected amounts for a faster, friction-free experience.

Addon New

🤯 New Addon: Campaign Updates

Keep your supporters informed and engaged with every step of your progress! Share the ongoing impact of your mission and build lasting trust with your donor community!

The Ultimate Engagement Tool

Fundraising is a journey, not a one-time event. Now, you can easily provide real-time updates directly on your campaign pages, ensuring your donors stay connected to the causes they care about most.

📣 Easy Storytelling: Quickly post text updates, milestones, or field reports to show exactly how donations are being put to work, keeping the momentum alive throughout your fundraiser.

🏗️ Visual Builder Integration: Seamlessly add the Updates block anywhere on your page using our drag-and-drop builder, or use a simple shortcode to display news in widgets and sidebars.

📩 Build Donor Trust: By consistently sharing progress and success stories, you create a transparent giving experience that encourages recurring support and deeper community involvement.

Integration New

Build Beautiful Fundraising Pages Visually with WPBakery Integration

We are excited to announce our brand-new integration with WPBakery, one of the most popular WordPress page builders, designed to help you create stunning layouts for your campaigns without touching a single line of code.

The Ultimate Design Experience

Designing your nonprofit’s website should be as simple as your mission is powerful. Now, you can bring Charitable functionality directly into your WPBakery workflow, using native elements to build high-converting donation pages and campaign grids in seconds.

🖱️ Drag-and-Drop Building: Easily add donation forms, campaign progress bars, and “Donate Now” buttons to your layouts using the WPBakery elements you already know and love.

🎨 Total Creative Control: Customize the look and feel of your fundraising elements using WPBakery’s native design options. Adjust margins, padding, and borders to ensure your campaigns fit perfectly with your site’s branding.

📱 Seamlessly Responsive: Every element is built to be fully responsive and mobile-friendly, ensuring your donors have a smooth, professional experience whether they are giving from a phone, tablet, or desktop.

View All Announcements