KSenette4

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Contributor | Diamond Partner

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solutions
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Karen Senette

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KSenette4 on March 20, 2024

Create unique document link on contact record

I love using HubSpot documents and tracking the engagement of a contact I send it to. It is cumbersome to go to documents, copy the email address of the prospect, and generate the link from a different screen. If I am generating a link to send in Sl read more

Reply Idea Sales Documents

0 upvote

0 Reply

Solved

RM88 on November 29, 2023

Set up CRM to allow for Gift Aid

We are looking to set up our CRM and website/online forms to accept gift aid. We would then be required to store gift aid declarations on HS CRM. Has anyone set up this process before, would appreciate some guidance

Reply Discussion best practices

0 upvote

3 Replies

KSenette4

Contributor | Diamond Partner

November 29, 2023

@RM88 There are a few options for collecting and managing donations inside of HubSpot and the links shared by @melrho have some great explanation...read more

Solved

miavelasco on August 15, 2022

Options for donation payment processing

My organization will be migrating to HubSpot soon and I'm curious to hear how other nonprofits process donations with HubSpot. We're currently using Stripe as our payment processor, but the Stripe integration only seems to be for sales quotes. We wa read more

Reply Discussion Donor Management

1 upvote

5 Replies

KSenette4

Contributor | Diamond Partner

August 16, 2022

Hi @miavelasco , Having reliable donation data inside of Hubspot is critical and you have a few options. These are covered in @JFord 's pos...read more

KSenette4 on July 01, 2022

Automating Donor Engagement with Hubspot (ideas included!)

I like to say that the Hubspot workflow tool is like hiring an extra set of hands on your team. With the many hats nonprofit pros are wearing, we know how important it is to save time and get rid of manual tasks. If you are a Hubspot user that read more

Reply Discussion Donor Management

6 upvotes

3 Replies

KSenette4

Contributor | Diamond Partner

July 11, 2022

@JPanama thank you so much for the kind words! I hope that other Hubspot users (or folks thinking about taking the leap) can find some value in thi...read more

KSenette4 on July 01, 2022

Automating Donor Engagement with Hubspot (ideas included!)

Reply Discussion Donor Management

6 upvotes

3 Replies

KSenette4

Contributor | Diamond Partner

July 11, 2022

@JPanama thank you so much for the kind words! I hope that other Hubspot users (or folks thinking about taking the leap) can find some value in thi...read more

Solved

zackp on June 21, 2022

Task Queues - What say yous?

I don't have time to go digging right now, so I'm curious.... In your opinion, what is the optimal/best practice set of Task Queues to use for inside B2B sales reps?

Reply Discussion

1 upvote

4 Replies

KSenette4

Contributor | Diamond Partner

June 30, 2022

Hi @zackp , I made a loom video to run through some of my ideas. It is only a couple of minutes long. There are a tons of ways to use these queue...read more

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