Oct 4, 2022 5:08 PM
How do you track pledges for Nonprofits using HubSpot?
Oct 5, 2022 10:41 AM
@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 email@example.com if you want to talk through it in more detail!
Oct 5, 2022 9:08 AM
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?
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