Setup and Integrate Donatio with HubSpot
Learn to connect the app with your HubSpot
OVERVIEW
Get All your Donation Management apps consolidated in HubSpot.
REQUIREMENTS
1. A HubSpot account with empty sales pipeline or ability to create a new sales pipeline
2. A Donatio Free or Standard account.
3. Custom Apps capability on kindful (Learn how to get it).
SETUP PROCESS
1. Go to the main Donatio page and click on the Login button to get started.
3. Next, choose the HubSpot Account you want to integrate with Donatio.
4. Click on "Connect app" this, will connect your HubSpot and Donatio.
5. Once you are connected, you will be redirected to the Signup process on Donatio app.
6. Select the subscription plan, either Free or Paid.
7. If you choose the monthly plan. fill the payment details and click subscribe.
8. Once you complete the subscription process, you will be redirected to Donation Integrations Page.
HOW TO CONNECT THE APPS
All available integrations are listed on this page. To learn how to connect, please click the link for the available App below:
HOW TO USE DONATIO
Now that you have Donatio installed and connected with your HubSpot account, you can start exploring the rich insights at your disposal. Follow the steps below to get started:
1. On Donatio Dashboard, click on the Integrations tab to see the status of sync, you can toggle the Sync turn it on or off.
2. Open the deals view in HubSpot to locate all the Kindful transaction pipelines and view all the donations from your subscriber.
3. Open a contact to view your supporter details and their donation transactions.
