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.

Hubspot integration

Plus

May 14, 2026

Marketing

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.

Similar Extensions

What You Can Do with Charitable + HubSpot

Automatic donor sign-ups
Automated Workflow Triggers

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.

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.

Tutorial

Charitable Hubspot integration

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.

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

Frequently Asked Questions

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

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What's New In Charitable

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ambassadors New

👤 Creator Profiles: Put a Face to Every Peer-to-Peer Campaign

Ambassadors 3.3.0 now provies Creator Profiles — giving your supporters a permanent, shareable public home that turns one-time fundraisers into ongoing relationships.

👤 Public Creator Pages: Give every fundraiser an instant, clean landing page at /creator/their-name/ to showcase their custom avatar, bio, and a browsable grid of their campaigns.

📊 Proof of Impact: Boost donor trust by displaying site-wide milestones on the profile—like total funds raised and total donor counts.

💳 Interactive Hover Cards: When donors hover over a creator’s name on a campaign page, a compact card expands with their bio and social handles right at the moment of decision.

📍 Responsible Location Sharing: Allow creators to safely show local supporters where they are based using only city, state, and country details.

🛠️ Self-Serve Customization: Fundraisers can update their own profiles and link up to six social networks directly from the My Campaigns hub, saving you admin time.

Ready to empower your advocates? Update to Ambassadors 3.3.0 and turn on “Enable Public Creator Page” today!

Improvement Payments

📱 Turn Mobile Scrollers Into Donors: Meet Charitable’s Mollie Upgrade

Losing mobile supporters because they hate typing out long card numbers on their phones? Charitable’s updated Mollie integration features:

⚡ One-Tap Wallet Checkout: Enable donors to complete their gifts instantly using Apple Pay or Google Pay with a simple face scan, fingerprint, or tap.

💰 No Extra PCI Burden: Skip complex domain verification and security compliance since all wallet transactions run safely through Mollie’s hosted checkout.

🛠️ Custom Cancel Routing: Keep the experience predictable by automatically sending donors who back out to your cancellation page, or use developer filters to route them to a custom page.

Visit this page to learn more.

ambassadors improved New

Moderation and Directory Screens In Ambassadors 3.0

Ambassadors 3.0 has new features: moderation and directory screens… now easily see those who are earning donations on your peer to peer network – including campaign creators that might need to be verified – all in one place. Generate reports, email ambassadors and campaign creators directly and more.

🚀 See when campaign creators and ambassadors have updated their campaigns, what donors/donation they have brought in and more.

🎉 Manually add ambassadors and campaign creators, and approve them in one-click!

Visit this page to learn more.

New Payments

⚡ Unlock India-Based Donations: Meet Charitable’s Native Razorpay Integration

Trying to collect donations in India? Charitable’s native Razorpay integration features:

⚡ Instant UPI Integration: Accept fast, local donations directly inside your form via apps like PhonePe, Google Pay, Paytm, and BHIM without sending donors away from your site.

📲 Auto-Generated Campaign QRs: Instantly render scannable QR codes encoding a UPI deep link directly on your public campaign pages and sidebars for an effortless “scan-to-give” experience.

💰 Dual Local & Global Reach: Headline your campaigns in INR while seamlessly accepting major international currencies like USD, EUR, GBP, and CAD to maximize global support.

🔁 Seamless Recurring Giving: Fully integrates with the Charitable Recurring addon to manage automatic monthly subscriptions directly through Razorpay without extra code.

↩️ Automatic Two-Way Sync: Keep your books perfectly clean with two-way refund syncing—issue a refund inside WordPress or your Razorpay dashboard and both sides update automatically.

🔒 Webhook-Verified Security: Automatically protect your donation records using HMAC-signed webhook verification to ensure every status update represents real money cleared on the rails.

Visit this page to learn more.

Integration New

🎉 New Built-in PushEngage Integration

Struggling with falling email open rates and rising ad costs just to keep your supporters engaged? Charitable’s built-in PushEngage integration features:

🔔 Zero-Fee Direct Messaging: Deliver crisp, instant pop-up notifications straight to your donors’ desktops and mobile devices.

⏱️ Four Smart Automated Triggers: Automatically send updates for immediate donation thank yous, full-list campaign launches, urgent “ending soon” alerts, and goal milestone celebrations.

📈 Group Momentum Broadcasts: Turn private milestones into public wins by automatically broadcasting alerts to your entire subscriber list the moment a campaign hits 50%, 75%, or 100% of its goal.

📊 Automatic Analytics Tracking: Monitor exactly where your incoming notification traffic is coming from with built-in attribution that requires zero complex configuration.

Visit this page to learn more.