KSenette4

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Karen Senette

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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

Solved

danmoyle on June 10, 2022

What obstacles are nonprofits facing with HubSpot?

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

Reply Discussion best practices

7 upvotes

11 Replies

KSenette4

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

Examples of nonprofits using Hubspot for grant tracking

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

Reply Discussion CRM

2 upvotes

3 Replies

KSenette4

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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