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Set up your first integration
Quickly connect HubSpot to NeonCRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate HubSpot with NeonCRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Create Activity" in NeonCRM.
You’re connected!
Zapier seamlessly connects HubSpot and NeonCRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Practical ways you can use HubSpot and NeonCRM
Sync NeonCRM donations with HubSpot deals.
When a new donation is created in NeonCRM, Zapier can automatically generate a deal in HubSpot. By matching donation data with your sales pipeline, business owners can analyze trends and allocate resources more effectively. This automation eliminates data silos and provides a clear overview of business impact.
Business OwnerTrack HubSpot form submissions in NeonCRM.
When a new form is submitted on HubSpot, Zapier can automatically create a corresponding account entry in NeonCRM. This workflow helps marketing teams keep nonprofit contact records up-to-date, saving manual input time. By syncing both platforms, you also improve data consistency and better target marketing campaigns.
Marketing & Marketing OpsLog HubSpot form submissions as NeonCRM activities.
For every form submission in HubSpot, Zapier can create an activity in NeonCRM. This ensures that nonprofit project managers can track engagement and update stakeholders quickly without extra steps. It streamlines the data recording process, enabling teams to stay focused on core project objectives.
Project ManagementLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about HubSpot + NeonCRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and NeonCRM
What are the common triggers we use when integrating HubSpot with NeonCRM?
In our integrations, common triggers from HubSpot include new contact creation, form submissions, and email opens. These actions can trigger the synchronization of data with NeonCRM, such as updating member records or creating new donations.
Can we automate the updating of NeonCRM records based on HubSpot interactions?
Yes, by setting specific triggers in HubSpot like a contact property change or email engagement, our integration will automatically update the corresponding records in NeonCRM. This ensures your CRM is always up-to-date based on recent interactions.
What actions can be performed in NeonCRM through this integration?
Through our integration, you can add or update constituents and create or update donation records in NeonCRM based on data from HubSpot. This helps maintain a seamless flow of information between your marketing and CRM systems.
How do we handle duplicate contacts during synchronization between HubSpot and NeonCRM?
We utilize robust matching criteria to identify duplicate contacts during synchronization. If duplicates are detected, they can either be merged automatically according to predefined rules or flagged for manual review.
Is it possible to sync historical data between the two platforms?
While our standard integration focuses on new and updated data, settings can be adjusted to perform an initial historical data sync to ensure all existing information is aligned between HubSpot and NeonCRM.
How often does the integration sync data between HubSpot and NeonCRM?
The frequency of synchronization can be tailored to your needs. You can opt for immediate real-time updates triggered by an event in HubSpot or schedule batch updates at regular intervals such as daily or weekly.
Do we support custom fields mapping between these two platforms?
Absolutely! You can map custom fields from HubSpot to corresponding fields in NeonCRM during the setup process. This flexible field mapping allows you to ensure that specific information relevant to your organization is consistently tracked across both platforms.
