For Classy and HubSpot Marketing Hub users, there may come a time when you wonder if you can unlock the true value of your data by combining your two systems. It’s a big undertaking, but can be incredibly valuable to your sales and marketing teams. If you’re on the fence about integrating your CRM with HubSpot – or if you’re not sure what any of it means – we can help.
Keep reading for a more in-depth look at what it means to integrate Classy with HubSpot Marketing Hub.
What is a Classy HubSpot Integration?
For a quick refresher, Classy is an online fundraising system that nonprofit organizations use to collect donations and donor information. HubSpot is an inbound marketing automation software that makes creating and managing marketing and other campaigns hassle-free. A Classy HubSpot integration brings these two robust systems together in a way that lets nonprofits become real changemakers in the world.
How Does it Work?
You may be wondering how an integration can help nonprofits make an impact in the world.To understand that portion, you must first understand how the actual integration operates. A Classy HubSpot integration is a bi-directional cloud-based integration solution with real-time syncing capabilities. This integration specifically syncs Classy members, supporters, transactions, and recurring donation plans to related fields in HubSpot through secure API connections. It also syncs recently updated HubSpot contacts to existing Classy donations, with webhook-based triggers ensuring immediate updates.
In more layman’s terms, this means that when someone becomes a donor in Classy, their HubSpot record is either created or updated to reflect this. If fields in HubSpot are updated, those fields are synced back to Classy. Similarly, this includes syncing Classy donations and recurring donation plans to HubSpot deals and vice versa.
Ultimately, the purpose of the integration is to keep the systems fully aligned. In other words, changes that happen in one will happen in the other.
Here is a more technical look at what can sync back and forth:
- Classy Supporters to HubSpot Contacts
- Classy Transactions to HubSpot Deals
- Classy Recurring Donation Plans to HubSpot Deals
- HubSpot Contacts to Classy Supporters
- HubSpot Deals to Classy: Transactions
- HubSpot Deals to Classy: Recurring Donation Plans
How Does This Benefit Nonprofits?
Now, let's dive deeper into how a Classy HubSpot integration benefits nonprofits – helping them to become change makers. Combining the vital information in your Classy system with the power of HubSpot's marketing automation system can:
- Create sales and marketing alignment. Sales teams spend most of their time in CRM systems, while HubSpot marketers use the platform daily. When changes are immediately syncing back and forth, both teams will have better insight into what the other is doing. This increases communication and understanding of what’s happening.
- Keep your data clean and safe. With every integration project, you’ll need to select a system of record and establish data governance protocols. This ensures data integrity while maintaining compliance with privacy regulations.
- Launch fundraising campaigns from HubSpot. Classy holds information about your donors and their donations, while HubSpot provides advanced marketing automation capabilities. This integration enables sophisticated, trigger-based fundraising campaigns with proper attribution tracking.
- Personalize your campaigns. With a Classy HubSpot integration, you can create hyper-personalized marketing campaigns using both behavioral and transactional data. For example, you can trigger automated follow-up sequences based on donation patterns, using dynamic content personalization.
- Segment your lists. A Classy HubSpot integration provides rich donor data for advanced segmentation (i.e., first-time donors, repeat donors, donation frequency patterns) enabling targeted engagement strategies.
- Use closed-loop reporting. Modern integration capabilities enable comprehensive campaign analysis with advanced attribution modeling. With HubSpot's reporting tools, you can create custom dashboards and generate actionable insights from your integrated data.
Read More: 9 Do’s and Don’ts of Nonprofit Social Media
What Else Do I Need to Know?
This overview outlines a typical, out-of-the-box integration. Basic integrations can often be completed in 2-4 weeks with standard configurations. For organizations with complex customizations or specific compliance requirements, the timeline may extend to 6-8 weeks (or longer) depending on requirements. We offer both standard (through our product brand, SyncSmart) and custom integration solutions to meet your specific needs.
Additionally, consider these modern integration features:
- Mobile accessibility for managing donor relationships on the go
- Advanced workflow automation capabilities
- Integration with other tools in your tech stack
- Data privacy and security compliance measures
- Regular system updates and maintenance
Hopefully, we covered what you wanted to know about combining Classy and HubSpot. If you have additional questions or want more information on how to begin an integration project, contact us today!
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