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.

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Hubspot integration

Plan Needed

Plus

Last Updated

July 23, 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.

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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 account »

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.

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✅ 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.

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What's New In Charitable

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Addon New

🗒️ Custom Receipts… New Addon!

With Custom Receipts, you decide which page your donors see, on every campaign. Here’s how it works, and why it’s worth turning on today.

Left side shows a donation receipt with donation number, date, total, and payment method for a gift to Anywhere, titled 'One Family Gets Clean Water For A Week.'

Create receipts that are CUSTOM TO THE DONOR OR CAMPAIGN. You can also:

📅 Year-end appeal: Reinforce the goal and invite donors to share while momentum is high.

🎗️ Memorial or tribute campaign: Give a gentle, respectful thank-you that fits the moment.

💎 Major gifts: Show a special message only to donors who give above a threshold.

🔁 Recurring growth: Invite one-time donors to become monthly supporters right on the receipt.

🌍 Global campaigns: Surface a country-specific note, like a Gift Aid reminder, only where it applies.

Learn more here.

New templates

🤩 New Beacon Campaign Templates w/ “Hero” Block!

With the new Beacon Campaign Templates for Charitable Pro, you can launch a stunning, full-width fundraising page that instantly captures visitor attention above the fold.

Fundraising page header for Save Maple Grove Park with a donation widget and a small square photo of a sunlit tree thumbnail on the left.

🔦 Above-the-Fold Impact: Lead with a full-width hero image, your logo, and your goal with a donation widget locked right on top of the banner so your ask and momentum register instantly without scrolling.

📐 Two Flexible Layouts: Choose between a structured two-column layout for side-by-side storytelling and supporting details, or a clean one-column view designed for uninterrupted long-form narratives.

⚡ All-in-One Hero Field: Powered by the new Campaign Hero field, bringing background media, live progress bars, custom donation amounts, and recurring giving tabs together into a single cohesive block that can be dropped into any layout.

🎨 Automatic Theme Matching: The hero banner and donation widget automatically inherit your campaign theme’s button and accent colors, ensuring your entire presentation stays beautifully on-brand without touching a line of CSS.

Learn more here.

donation form Feature New

📝 Donation Form Block: Embed a Working Donation Form Anywhere

With the new Donation Form Block for Charitable Pro, you can drop a fully working donation form directly onto any page or post in the WordPress block editor. No redirects, no page reloads, and zero friction between reading your story and making a contribution.

📝 Drop Forms Anywhere: Place a working form directly onto your homepage, inside a story-driven blog post, on a dedicated landing page, or within a campaign announcement.

🎯 Dynamic Campaign Binding: Easily choose a specific campaign from the block sidebar or set it to automatically bind to whichever campaign is currently being viewed.

📐 Full vs. Minimal Form Views: Switch between a full layout or a compact minimal view to perfectly fit sidebars, narrow columns, or wide landing pages.

🎨 Scoped No-Code Styling: Customize typography, container spacing, border radius, amount buttons, and accent colors independently for every form instance without touching a line of CSS.

Learn more here.

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.

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