The Challenge
Feed My Starving Children (FMSC) expected a turnkey solution that allowed them to visualize, manage, and communicate with contacts, while gaining visibility of their associated donations, event attendance, and volunteering information. The nonprofit chose to use HubSpot to unify data on all means of fundraising and volunteering activity, including donations, event attendance, volunteering logs, and Shopify data logs.
However, this involved integrating three separate data sources into HubSpot: Raiser’s Edge (a fundraising platform with no native integration into HubSpot), an internal data warehouse on FMSC’s servers, and Shopify. In order to achieve full data connectivity, connecting each data source with HubSpot also necessitated a bidirectional integration that sent data from the original source into HubSpot, and vice versa.
Planning
To develop a course of action, InboundAV first evaluated how each type of record was created, managed, and merged to maintain data integrity. The integration needed to:
- Sync data using the email address as the unique identifier. In some cases, this essential piece of information wasn’t stored in a record.
- Identify the primary contact in Raiser’s Edge family records after all family members were merged.
- Differentiate between volunteers, donors, and Shopify customers.
- Track volunteer visits.
- Measure event attendance.
- Gain visibility of the sources of donations in a sales pipeline.
- Send marketing emails based on the type of record.
- Eliminate duplicate contacts.
The Solution
InboundAV determined that integrating Raiser’s Edge, the data warehouse, and Shopify with HubSpot would require a custom solution. While only Shopify had a native integration available, Raiser’s Edge and the data warehouse could both be synced to HubSpot using an API.
Before executing the API connection, InboundAV facilitated a data export from Raiser’s Edge and the Data Warehouse. During the data export phases, InboundAV’s HubSpot team created deals in Marketing Hub to represent donations, and a number of custom objects to more accurately represent FMSC’s event and volunteer data.
After completing the data exports and Marketing Hub infrastructure, InboundAV connected HubSpot with Shopify and initiated the API connections to import updates from Raiser’s Edge and the data warehouse.