topic Re: Tracking pledges in HubSpot for Nonprofits

Tracking pledges

YodelerCori — Tue, 04 Oct 2022 21:08:44 GMT

How do you track pledges for Nonprofits using HubSpot?

Re: Tracking pledges

kvlschaefer — Wed, 05 Oct 2022 13:08:33 GMT

Hi @YodelerCori,

Thanks for reaching out!

I moved your question to the HubSpots for Nonprofits space to make sure your post gets visibility.

I would like to tag in our community members to see if they have any insight.

Hi @KSenette4, @HRubin, @nicmiller, @danmoyle, @miavelasco - Do you have any use cases you could share with @YodelerCori? How do you track (or would you) track pledges in HubSpot?

Thank you!

Best,

Kristen

Re: Tracking pledges

HRubin — Wed, 05 Oct 2022 14:41:26 GMT

@YodelerCori , I've set this up for a couple of partners by using tickets to track pledges. You can then use calculated properties to sum the amount donated through deals onto the ticket associated to the contact/company (have to use a third party integration like Make or Ops Hub to connect ticket to deal using contact ID or email address). You can send me an email at hrubin@revpartners.io if you want to talk through it in more detail!