Classy + HubSpot Integration

![](/legacy/images/classy integration.png)

In this video, LyntonWeb CEO, Daniel Lynton, walks us through the benefits of integrating Classy nonprofit fundraising platform, with HubSpot. Learn why your nonprofit should use HubSpot for your campaigns, contact management, and reporting.

The Classy HubSpot integration brings together the world’s best online fundraising and inbound marketing software, making it easy for nonprofits to be the change makers in their space. The integration works by syncing classy supporters bi-directionally with HubSpot contacts. What that means is that after someone becomes a donor in Classy, we create or update their HubSpot record. Anytime other fields are updated in HubSpot, we sync those fields back to Classy, keeping it in sync. We also see Classy donations and recurring donation plans to HubSpot Deals.

The Deal object in HubSpot is used to report on the revenue as well as all the information about each specific donation or recurring donation plan. Every single field available from the Classy API automatically syncs into HubSpot as custom fields. So let’s take a look at what that really means in HubSpot. First of all, I’m showing you a HubSpot contact list with all Classy supporters. As you can see, we can easily come into to each of these contacts to see their associated deals, and we can segment these lists on all of the available classy fields.

Let’s go and look at a few deals, first I want to show you there is by default two pipelines: first, the transaction pipeline or donation pipeline which has Deal stages for each transaction status. As well as a recurring donation plans pipeline, showing us all active and inactive recurring donation plans. Let’s look at an example deal, a deal in HubSpot will have all of the Classy fields available including the campaign data that generated the donation, the donor information, fees and costs, and other related fields. Any one of these fields you’re looking at here can be used in your lists or workflows to segment donations and donors. Every donation deal will be associated with a contact. A contact will then show all of the contacts, related deals, or donations. There’s a lot a lot of Classy information that syncs into the contact as well as the deal.

Here’s an example of a HubSpot workflow that uses Classy Deal data. In this case we’re enrolling contacts that have a recurring donation plan. It means we want to target people that are already in a recurring plan with us. And then after they’ve made more than six donations, we may send them a series of thank you emails or perhaps an appeal to raise their donation amount. HubSpot workflows provide us very powerful tool to target the right donor at the right time, and to ask for money at the right time without scaring away donors with too many fundraising asks. Here’s a list of some of the classy fields that are automatically created in both deals and contacts. So we looked at some of these earlier but it shows you the depth of data available with classy, automatically syncing into HubSpot.

The last thing I’d like to show is an example reporting dashboard, with the HubSpot data add-on you can mash up the data and analyze it however you like. In this case we’re looking at donations by fund ID and by campaign. You can really look at your overall pipeline and analyze donation and contact data however you like in these reporting dashboards.

So in summary let’s review what the integration enables nonprofits to do as change makers.

First and most importantly, you can launch fundraising campaigns from HubSpot.
Segment lists and workflows with smart targeting to prospects and supporters.
Ask for follow-up donations intelligently timed from HubSpot workflows.
Use integrated closed-loop reporting to make intelligent marketing decisions.

So I hope that gave you a good introduction to the Classy integration. Please let me know if you have any questions!