Back to Enterprise
🔶

HubSpot CRM Connector

Sync grants, applications, and funder contacts with your HubSpot portal in real time.

Enterprise Only
HubSpot Professional · Enterprise · Operations Hub

HubSpot → Settings → Account Setup → Integrations → Private Apps → Create a private app

Found in HubSpot → Account Settings → Account & Billing

Leave blank to use your default pipeline. Find pipeline IDs in HubSpot → CRM → Deals → Pipelines.

Sync Grants & Contacts to HubSpot

Exports your grant applications, funder contacts, and activities as a HubSpot-ready CSV import file.

Default Field Mapping

These fields sync automatically. Enterprise admins can customize mappings to match your HubSpot schema.

Grant Search US FieldHubSpot FieldStatus
Grant TitleDeal Name Auto-synced
Funder / OrganizationCompany Auto-synced
DeadlineClose Date Auto-synced
Funding AmountDeal Amount Auto-synced
Application StatusDeal Stage Auto-synced
Grant WriterDeal Owner Auto-synced
Funder ContactHubSpot Contact Auto-synced

What's Included

Bi-directional Sync

Changes in either platform sync every 15 minutes or on demand.

Deal Pipeline Mapping

Grant lifecycle stages automatically map to your HubSpot deal pipeline.

Contact Enrichment

Program officers and funder contacts sync as HubSpot contacts automatically.

Grant Reports

Build HubSpot reports and dashboards powered by live grant data.

Activity Logging

All grant activity logs as HubSpot timeline events and notes.

HubSpot Workflows

Trigger HubSpot workflows when grant status changes — automate tasks and alerts.

Revenue Forecasting

Include awarded grants in HubSpot revenue forecasts alongside sales deals.

Need help connecting HubSpot?

Our team can walk you through creating a Private App and mapping your pipelines.

We Value Your Privacy

We use essential cookies to make our site work. With your consent, we also use analytics cookies to understand how visitors use our site and improve your experience.

Learn More