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How to Connect BetterWorld to HubSpot: A Step-by-Step Guide

Connecting your BetterWorld account to HubSpot allows you to automatically sync donor and transaction data, so your CRM stays up-to-date without manual entry.

Sam Jauch avatar
Written by Sam Jauch
Updated over 2 weeks ago
  1. Open the HubSpot integration page

    • Log in to your BetterWorld dashboard.

    • Click the dropdown menu on the upper right side of the screen and select Team Settings.

    • Click Team settings, navigate to Integrations and select HubSpot.

    • Click the Integrations link on the left sidebar and navigate to the HubSpot tab at the top of the page. Then click Log in to HubSpot You will be redirected to Hubspot.

  2. Choose your HubSpot app
    If you manage multiple apps in your HubSpot account, you’ll be prompted to select which CRM app you’d like to connect to BetterWorld.

  3. Confirm the connection
    Approve the connection in HubSpot. Once confirmed, you’ll be redirected back to the BetterWorld website.

  4. Verify success
    On the integrations page, your HubSpot email should now be displayed. This confirms the connection has been established successfully.

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