topic Membership Setup FYI in HubSpot for Nonprofits

Membership Setup FYI

twengler — Mon, 08 Nov 2021 18:11:50 GMT

FYI: We have "membership code in HubSpot" that we replicate into new HubSpot accounts... this takes minutes so that HubSpot clients don't have to build out a membership / donor model from scratch. This saves a ton of effort and reduces the opportunity for error.

For example: we can show you how HubSpot runs an entire Chamber of Commerce... then, we copy this "version of HubSpot" into your new HubSpot account. And then we edit and enhance your system after most of the major work is already done (in minutes).

https://www.convergence-crm.com/hubspot-for-membership-and-chamber-of-commerce

Re: Membership Setup FYI

KrisHolmes3 — Wed, 22 Dec 2021 21:39:47 GMT

Curious to know more about how that works

Re: Membership Setup FYI

twengler — Mon, 24 Jan 2022 13:47:27 GMT

We wrote a program to do this.

Let's say I have 100 custom fields for non-profits and 10 pipelines in HubSpot.

I push a few buttons, and your portal looks like the once I've built.

That's the simple version.

I run this program 2x a week - one time for every new client we land.

We call the software MergeSpot.

https://meetings.hubspot.com/tomw1/mergespot-pushbutton

Feel free to book a quick call with me and I can explain.