CRMConnect: DonorPerfect → HubSpot
Bi-directional sync automation that keeps donor profiles and donation records synchronized between DonorPerfect and HubSpot in real time.
CRMConnect: DonorPerfect → HubSpot keeps your HubSpot account continuously in sync with your DonorPerfect donor base: donor profiles, gift history, and donation activity. It is a fully managed integration operated by APIANT. There is nothing to install and nothing to maintain: once your DonorPerfect and HubSpot accounts are connected, the data flows on its own and your team works entirely inside HubSpot.
What you get
- A live donor profile in HubSpot for every synced DonorPerfect donor, enriched with 140+ donor properties: lifetime gift total, YTD and prior-year totals, gift count, average/max gift, first and last gift dates and amounts, flags, and more.
- Every gift as a HubSpot deal (with the Gifts Pipeline add-on), with ~72 gift properties covering pledges, payment type, campaign, solicitation, and acknowledgement status, automatically associated to the donor's contact record.
- Codes and dropdowns translated automatically. DonorPerfect codes (campaign, solicitation, gift type, general ledger, and more) are translated to readable values, and HubSpot dropdown options are created on the fly the first time a new code appears in DonorPerfect.
- Bi-directional write-back. Update a donor's record in HubSpot and flip their "Update DonorPerfect" property, and the change flows back into DonorPerfect — HubSpot doesn't have to be a one-way mirror.
- Custom fields and objects (optional add-on), if you need a DonorPerfect field beyond the standard property set carried into HubSpot.
- An initial import of your existing donors at onboarding, sized to your plan's donor limit. See Initial import & historical gifts.
How it works at a glance
Three automations run continuously: new or updated DonorPerfect donors sync to HubSpot contacts, new or updated gifts sync to HubSpot deals linked to those contacts, and updates made in HubSpot flow back to DonorPerfect when you use the "Update DonorPerfect" trigger property. See Sync timing and reliability for exact cadence and how records are matched.
Requirements
- A paid DonorPerfect subscription and a HubSpot account. The integration works with HubSpot Free, but advanced features (workflows, custom reporting) require HubSpot Pro or Enterprise.
Documentation
- Getting started - what onboarding looks like, what you provide, and what happens on day one.
- Data reference - the donor and gift properties the integration writes, and how codes/dropdowns and custom fields work.
- Initial import & historical gifts - how your existing donor base and gift history are handled at go-live.
- Sync timing and reliability - what runs on what schedule, and how donors and gifts are matched to avoid duplicates.
- FAQ and troubleshooting - common questions and what to check first.
Resources
- DonorPerfect ↔ HubSpot properties spreadsheet (Google Sheets): every synced property at a glance - HubSpot property names, types, and the DonorPerfect field each one maps to.
- Product page and pricing
Questions not covered here? Contact APIANT support at support@apiant.com.
In this section
Getting Started
Onboarding: what you provide, what happens at go-live, and your first-day checklist.
Initial Import & Historical Gifts
How your existing donor base and gift history are handled at go-live, and how the donor-tier count works.
Data Reference
The donor and gift properties CRMConnect writes into HubSpot, and how codes, dropdowns, and custom fields work.
Sync Timing and Reliability
What runs on what schedule, which direction data flows, and how donors and gifts are matched to avoid duplicates.
FAQ and Troubleshooting
Common questions about donor tiers, write-back, pledges, and custom fields.