The Client
A mental health education non-profit needed to connect their donation platform (QGiv by Bloomerang) with their CRM (HubSpot). What made this interesting was their unique fundraising model – they run racing events where participants raise money through individual and team campaigns. Think marathon runners raising funds for a cause, but with multiple races and teams throughout the year.
The Challenge
- Different types of donations (one-time gifts, monthly giving, team fundraising)
- Team leaders managing groups of fundraisers
- Need to track individual progress within teams
- Development team needed all data in HubSpot for relationship management
The Solution
Using Zapier, we built a smart integration that:
- Creates donor records in HubSpot from QGiv donations
- Links donors to the right fundraisers and teams
- Tracks fundraising progress through HubSpot deals
- Handles both solo fundraisers and team campaigns
The Clever Bit
We used HubSpot deals in an innovative way – each race or campaign becomes a deal, with team leaders and fundraisers connected to it. This lets the non-profit:
- Track progress toward fundraising goals in real-time
- See how individual fundraisers are doing
- Monitor team performance
- Keep donor relationships clear and organized
The Impact
- Development team can see everything in HubSpot
- No more manual data entry
- Clear view of who's donating to which fundraisers
- Easy reporting on campaign progress
- Better donor relationships through connected data
What We Learned
The key to success was understanding that this wasn't just about moving donation data – it was about mapping relationships between donors, fundraisers, and campaigns. By structuring the data right in HubSpot, we turned complex fundraising scenarios into clear, actionable information.
Tech Used
- QGiv by Bloomerang for donations
- HubSpot for donors relationship management, marketing and reporting
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