HubSpot is a CRM platform. Learn how to effectively use HubSpot to manage your customers and other tips and tricks such as how to merge contacts or how to connect your Gmail account.

HubSpot

Below are the steps for getting a new staff member set up to receive donations and use HubSpot to engage with their donors. Follow the different steps in order to get them going!

STN - How to Create & Edit Donor/Staff Payment Links in HubSpot

STN - How to add a new Staff Member as a User to HubSpot

STN - Adding a New Staff Member as a Contact to HubSpot

STN - How to Set up a Workflow for Staff Member Transaction Automation in HubSpot

Contact Norah for assistance - Adding to Website instructions pending website move.

This guide provides step-by-step instructions on how to create and edit donor/staff payment links in HubSpot.

This guide provides step-by-step instructions on how to add a new staff member as a user to HubSpot.

This guide provides step-by-step instructions on how to clone and edit a workflow in HubSpot that will set up automations for assigning new contacts and transactions to their corresponding staff member as they come in.

This guide provides step-by-step instructions on how to add a new staff member as a contact to HubSpot. By creating a contact record, you can include them in mass email messaging lists and newsletters.

STN - Setting up a new Staff Member in HubSpot