HubSpot for Nonprofits

YodelerCori
Member | Diamond Partner
Member | Diamond Partner

Tracking pledges

How do you track pledges for Nonprofits using HubSpot?

0 Upvotes
2 Replies 2
HRubin
Participant

Tracking pledges

@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! 

kvonloesecke
Community Manager
Community Manager

Tracking pledges

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


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