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Set up your first integration
Quickly connect Bloomerang to HubSpot with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Bloomerang with HubSpot - 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 Constituent" from Bloomerang.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Bloomerang and HubSpot, 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.
- Channel
- Purpose
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerPolling- Type
- Minimum Amount
- Maximum Amount
Try ItTriggerPolling- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerPolling
- New Transaction Payment
Triggers for each donation, pledge payment, and recurring donation when a new transaction is created. Use this to trigger for each payment in a split payment.
Try ItTriggerPolling - Channel
- Purpose
- Constituent
- User
Try ItTriggerPolling- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerPolling- TypeRequired
- Suffix
- Informal Name
- Formal Name
- Envelope Name
- Recognition Name
- Gender
- Birthdate
- Employer
- Job Title
- Facebook Page
- Twitter Handle
- LinkedIn Page
- Website
- Preferred Communication Channel
- Communication Restrictions
- Email Interest Type
- Custom Email Interests
- Primary Address Type
- Primary Address Street
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Primary Email Type
- Primary Email
- Primary Phone Type
- Primary Phone
- Primary Phone Extension
- Household
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Frequently Asked Questions about Bloomerang + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Bloomerang and HubSpot
How do I set up the integration between Bloomerang and HubSpot?
Setting up the integration requires access to both your Bloomerang and HubSpot accounts. In our platform, create a new zap, selecting Bloomerang as the trigger app and HubSpot as the action app. Follow the prompts to authenticate both accounts and map the fields you want to sync.
What triggers are available for Bloomerang in this integration?
Available triggers in Bloomerang include 'New Constituent Created' and 'New Transaction Recorded.' These can be set to automatically push data into HubSpot according to your needs.
Which actions can be performed in HubSpot through this integration?
Through this integration, actions in HubSpot include creating or updating contacts, adding contacts to workflows, and sending updates based on triggers from Bloomerang such as new donors or donations.
Can I customize which data points are synced between Bloomerang and HubSpot?
Yes, during setup you can specify which fields from Bloomerang should map to corresponding fields in HubSpot. This customization allows for precise data syncing tailored to your organization's needs.
How frequently does the data sync occur between these two platforms?
The data sync occurs in real-time; once a trigger event happens in Bloomerang, the action will be carried out immediately in HubSpot.
Is there a limit to how many zaps I can create for this integration?
The number of zaps you can create depends on your subscription plan with us. Each zap can handle different aspects of the integration such as syncing donor information or pledges separately.
'Is any coding required to implement this integration?'
'No coding is required. Our platform provides an easy-to-use interface where you can select triggers from Bloomerang and corresponding actions in HubSpot without any programming knowledge.'