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KSenette4
Contributor | Diamond Partner
Member since ‎Sep 27, 2021
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Karen Senette

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KSenette4 on August 22, 2024
Check out this quiz to see the health of your organization's tech stack 👀 After submitting your quiz, you can see where you are in good shape and read about how you can address any areas of weakness. For everyone who completes this read more
Solved
Wanda_P on August 16, 2024
Our nonprofit is new to Hubspot sales professional. We selected this platform because we want to create a process for tracking our regranting process to member organizations (leads). We are having a challange with the termemology the deal pipeline read more
0 upvote
5 Replies
Contributor | Diamond Partner
August 19, 2024
@Wanda_P one of the biggest pieces of pushback we get from nonprofit clients is the lack of NPO specific language inside of HubSpot out of the box....read more
LChandler2 on March 06, 2024
I would love to connect with another nonprofit who has migrated to HubSpot from Blackbaud Raiser's Edge fundraising platform. We have completed our implementation of Marketing Hub and moving to our next phase which is propping up Sales Hub migratin read more
0 upvote
4 Replies
Contributor | Diamond Partner
August 15, 2024
@LChandler2 how did your migration go?! Is the team adopting the tool and seeing a difference in the ways that you are able to engage with yo...read more
KSenette4 on March 20, 2024
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
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Solved
RM88 on November 29, 2023
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
0 upvote
3 Replies
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
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
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
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