Connecting HubSpot and Zoom Plus follow-on workflow set up!
If your team runs webinars through Zoom, this quick demo shows how to connect it to HubSpot, set up a simple workflow, and automate the whole registration and follow-up process.
Quick HubSpot Video Resources for Nonprofits
Does HubSpot work for nonprofits? Yes! Explore bite-sized clips and quick guides from our team on managing donors, automating outreach, tracking impact, and just overall running your nonprofit more efficiently in HubSpot.
Running a Nonprofit Event? Here’s How to Track It in HubSpot
Nonprofit events can generate big impact but if you’re running them in multiple systems, tracking ticketing, revenue, and ROI becomes a headache. In this demo, we walk through how to register attendees, create custom HubSpot objects for tickets and deals, and link them all into one campaign view.
Turning Petition Signings into Long Term Supporters
Advocacy campaigns bring in passionate supporters but most nonprofits lose touch after the petition ends. In this quick demo, Karen and Dan show how to use HubSpot workflows to keep those advocates engaged and move them toward long-term giving.
How to Build and Send Board Reports in HubSpot
Pulling data for your board shouldn’t take all week. Dan shows how to build a simple HubSpot dashboard that tracks donations, engagement, and performance in one place.
What To Do Before Leaving Your Legacy Donor Database for HubSpot
Before migrating to HubSpot, don’t rush your data move. Dan shares the essential cleanup steps to avoid duplicates, chaos, and stress during migration.
Can HubSpot Really Handle Fundraising and Donor Management?
HubSpot is just full of nice surprises for nonprofits! Karen shows how it handles donations, donor relationships, and workflows that actually fit the way your mission works.