# Integration to Hubspot

Zeffy (formerly Simplyk) has an application on the Zapier API connection platform ([invitation link](https://zapier.com/app/login?next=/developer/public-invite/8680/32468dfd5dcf31120269c771d4f8f7bd/)). This allows you to easily retrieve data from Zeffy and send it to Hubspot when a new donation is made or when a new ticket is sold . 

If you are new to Hubspot, we encourage you to visit their [guide ](https://www.hubspot.com/nonprofits)for NPOs! 

Once you connect Zeffy's Zapier application, you will be able to automatically send your data to Hubspot.

{% hint style="info" %}
To test the Zap, you will first need to create a donation form and a ticketing form on Zeffy, and add manual transactions! 
{% endhint %}

## Easy steps to send your data from Zeffy to Hubspot

### i. Open 3 tabs on your navigator, and connect to your Zeffy, Hubspot, and Zapier accounts 

{% hint style="success" %}
Use this [invitation link](https://zapier.com/app/login?next=/developer/public-invite/8680/32468dfd5dcf31120269c771d4f8f7bd/) to create or connect to your Zapier account.
{% endhint %}

### ii. Create a new Zap in Zapier

<figure><img src="/files/RBwjpB6GODXUTDKXVBmG" alt=""><figcaption><p>Click the button "+ Create Zap"</p></figcaption></figure>

### 1. Set Zeffy as the Trigger

#### 1.1 Search "Simplyk" (previous name of Zeffy) in the app event, and choose "Simplyk (1.0.8) Latest, By invite"

<figure><img src="/files/0hGfKWt8krIOh09F7J7H" alt=""><figcaption></figcaption></figure>

#### 1.2 Choose "Get Donation" as the event, then  click on Continue. You will then be prompted to connect to your Zeffy account. Click on Continue, and test the trigger.&#x20;

{% hint style="danger" %}
You won't be able to complete this step if you haven't created at least one donation form and one ticketing form in Zeffy, and added one manual transaction for each form.
{% endhint %}

{% hint style="info" %}
If you are currently building your Ticketing Zap to push registration data in Hubspot. Choose "Get Order" instead of "Get Donation".
{% endhint %}

<figure><img src="/files/Z7Hzp4c8yqi7rUVtZLhk" alt=""><figcaption></figcaption></figure>

### 2. Create or update a contact in Hubspot

#### 2.1 Choose "Hubspot" as the App, and "Create or Update Contact" as the Event. You will be prompted to connect to your Hubspot account, then click on Continue.

<figure><img src="/files/VOjNPOC588oQT2lqpB0U" alt=""><figcaption><p><strong>Choose "Hubspot" as the App, then "Create or Update Contact" as the Event.</strong></p></figcaption></figure>

#### 2.2 Set up your action. In this step you will match each field related to contact information with the data from Zeffy. Click on Continue, then on Click and Continue to Test Action.

E.g. Contact email, First name, Last name, Street address, City, State/Region, Postal Code, Country/Region

{% hint style="info" %}
The data you match here will be shown under your donor page in Hubspot.
{% endhint %}

<figure><img src="/files/zbUpypznw4Yf3hxNneyt" alt=""><figcaption></figcaption></figure>

The result is that donations and sales made on one of your Zeffy forms create a new contact in Hubspot. If a contact with this email address already exists, it will simply update the existing contact in Hubspot.

{% hint style="info" %}
If the email domain of your donor is a corporate domain (@coca-cola.com, @desjardins.com etc...), Hubspot will automatically associate a company to the contact.
{% endhint %}

{% hint style="success" %}
Here is the link to Hubspot's documentation on all the Zap's actions:&#x20;

<https://knowledge.hubspot.com/integrations/how-to-use-zapier-and-hubspot>
{% endhint %}

### 3. Create a Deal in Hubspot

#### 3.1 Click "+" under the Step 2 to add a third step to your Zap.

#### 3.2  Choose "Hubspot" as the App, and "Create Deal Deprecated" as the Event. You will be prompted to choose your Hubspot account, then click on Continue.

{% hint style="success" %}
Although Hubspot recommends upgrading to the next version, for now, the deprecated version is the easiest to use.
{% endhint %}

{% hint style="info" %}
If you are familiar with Hubspot, you know that a donation or purchase is a "deal" in Hubspot. So you will want to create a deal and associate it in Hubspot.&#x20;
{% endhint %}

<figure><img src="/files/WcMTbyqrE8yWlZVonEVw" alt=""><figcaption></figcaption></figure>

#### 3.3 Set up your action. In this step you will match each field related to the deal/transaction information with the data from Zeffy. Click on Continue, then on Click and Continue to Test Action.

E.g. Name (of the deal), Deal Pipeline, Deal Stage, Deal Revenue: Amount, Close date, Contact.

{% hint style="info" %}
The data you match here will be shown under your deal (transaction) page in Hubspot.
{% endhint %}

{% hint style="success" %}
For the name of the deal, we suggest that you follow this format: Donation - "Form name" (from the Zeffy data). If you are working on a Ticketing Zap, replace "Donation" by "Ticketing"

Choose "Sales Pipeline" for the Deal Pipeline value.

Choose "Closed Won" for the Deal Stage.
{% endhint %}

<figure><img src="/files/HXBCCQyPTuBD52OHnAWw" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
In order for the deal to be associated to the contact, in the "Contact" field, look for the ID of the contact that has been created or updated in part 2 of your current zap.&#x20;

Click on 2. Create or Update Contact in Hubspot, then choose "V ID".
{% endhint %}

![](/files/-MRNMU2reDXKB1UtuZLq)

## Purchases and corporate donations

There are different ways to manage corporate purchasing. At Zeffy, we prefer to create a deal property manually, for example "Corporate-name".&#x20;

If the purchase or donation is corporate, Zeffy will send the "Company" field in Hubspot. You will then be able to put this field inside the "Corporate-Name" property of the deal which will save you from have to make another step!

*Please note that some prefer to associate a "Company" in Hubspot if the deal is corporate. To our knowledge, this solution is less reliable and requires more work to implement.*

## Price

{% hint style="info" %}
Zapier offers preferential pricing for charities. However, it will cost about twenty dollars per month.
{% endhint %}

You are all set! For more details, refer to Hubspot's [user guide for non-profit organizations](https://www.hubspot.com/nonprofits) or contact us!


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