From QGiv to HubSpot: Building a Smart Bridge for Complex Fundraising Campaigns

Nov 13, 2024
From QGiv to HubSpot: Building a Smart Bridge for Complex Fundraising Campaigns

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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