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KSenette4
Contributor | Diamond Partner
Member since ‎Sep 27, 2021
  • solutions
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  • Replies
    15
  • Upvotes Given
    18
  • Upvotes Received
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Karen Senette

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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
KSenette4 on July 01, 2022
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
6 upvotes
3 Replies
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
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
6 upvotes
3 Replies
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
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?
1 upvote
4 Replies
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
Solved
danmoyle on June 10, 2022
As a fellow Community member and someone involved in a few nonprofits, I come here occasionally to see if I can help and to see what folks are discussing. It's pretty quiet, which could be a good thing. But I suspect it just means folks aren't askin read more
7 upvotes
9 Replies
Contributor | Diamond Partner
June 24, 2022
@ASHall32 What a great organization! What council are you a part of? Does your council do any paid advertising? You could run geographically ...read more
Solved
miavelasco on June 07, 2022
My org is considering switching to Hubspot as our CRM, but are looking for examples of how nonprofits are using it for grant tracking. It seems like individual donor tracking is a popular use case, but we're struggling to find out how (or if) it's p read more
1 upvote
3 Replies
Contributor | Diamond Partner
June 09, 2022
Hi @miavelasco , We have setup grant pipelins for clients in a very similar fashion to what @jsteinberg just described. Here is a step by ...read more
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