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WeGive Documentation

HubSpot Integration Overview

WeGive’s HubSpot integration keeps donors, households, donations, and recurring plans aligned across both platforms. Contacts and companies sync bidirectionally; transactions and recurring donations live in dedicated Deal pipelines that WeGive provisions on first connect.

Key features

  • OAuth 2.0 connection — no API keys to manage; install from the WeGive dashboard.
  • Bidirectional sync for contacts and companies; WeGive remains source of truth for transaction amounts and statuses.
  • Two purpose-built Deal pipelines — Donations (one-time) and Recurring Donations — created automatically during provisioning.
  • Household modeling via a custom Household association label between Contact and Company.
  • Lifetime giving rollups pushed to each contact: total given, total gifts, largest gift, recurring status, donor lifecycle stage.
  • Webhook receiver for HubSpot deletions so WeGive can re-link or restore records cleanly.
  • Granular toggles for every push and pull direction (donors, households, transactions, recurring donations).

How it works

WeGive listens for changes on donors, households, transactions, and scheduled donations. Each change enqueues a push to HubSpot with deduplication so rapid edits don’t generate duplicate API calls. A scheduled pull (default every 15 minutes) brings new and changed HubSpot contacts and companies back into WeGive.

Transaction amounts and statuses are pushed from WeGive but never overwritten on pull — HubSpot edits to a deal’s amount or stage will not change the underlying WeGive transaction. WeGive remains the system of record for financial data.

Getting started

Setup Requirements Prerequisites, required scopes, and the one-time provisioning step.
Configuration Options Per-direction sync toggles, address sync source, and ACH handling.
Data Mapping Field-by-field mapping reference for contacts, companies, and deals.
Integration Nuances Free-tier pipeline limits, rate limiting, deduplication, and known edge cases.

Support

Need help? Email support@wegive.com.