Configuration Options

All configuration lives under Settings → Integrations → HubSpot in the WeGive dashboard.

Master toggle

Setting	Default	Description
enabled	false	Master switch. When off, no sync occurs in either direction.

Push (WeGive → HubSpot)

Each direction can be independently disabled. All push toggles default to on once the integration is enabled.

Setting	Default	What it controls
push_donors	true	Push WeGive donors as HubSpot Contacts
push_households	true	Push WeGive households as HubSpot Companies (with the Household label)
push_transactions	true	Push WeGive transactions as Deals in the Donations pipeline
push_scheduled_donations	true	Push recurring plans as Deals in the Recurring Donations pipeline

Pull (HubSpot → WeGive)

Setting	Default	What it controls
pull_donors	true	Pull HubSpot Contacts into WeGive as donors
pull_companies	true	Pull HubSpot Companies into WeGive as companies
pull_households	true	Pull HubSpot Companies tagged as households into WeGive
pull_transactions	true	Pull Deal updates to refresh transaction metadata
pull_scheduled_donations	true	Pull Recurring Donations Deal updates

Note

Pulls never overwrite transaction amounts or statuses in WeGive. WeGive is the system of record for financial data; pull is used to refresh contact context (e.g., job title) and to detect deletions.

Sync behavior

Setting	Default	Description
address_sync_source	billing	Which WeGive address pushes to HubSpot’s primary address fields. Set to mailing to swap.
closedate_mapping	initiated_at	What date populates HubSpot’s closedate on a Donation deal. Switch to completed_at for ACH-heavy orgs that prefer settlement date.
contacts_with_emails_only	false	When true, donors without an email are skipped on push.
send_processing_ach_as_success	false	When true, ACH transactions in processing status push to HubSpot as Success instead of Attempted. Useful if you treat ACH as effectively cleared.
pull_frequency	15	Minutes between scheduled pulls.
webhook_enabled	true	Listen for HubSpot deletion webhooks to clear linkages. Disable if you sync HubSpot from another system.

Custom field mapping rules

Default field mappings cover the standard WeGive donor model. If you need to push a non-standard field (e.g., a custom donor attribute to a HubSpot custom property), open a support ticket — we’ll add a NeonMappingRule to your integration that overrides the default mapping for that field.