Setup Requirements

Prerequisites

• A HubSpot account where you have admin permissions (required to authorize the OAuth scopes below and to create custom properties and pipelines).
• A WeGive organization with the HubSpot integration enabled. Contact support@wegive.com if the integration is not yet visible in your dashboard.

Note

HubSpot’s free tier only supports a single Deal pipeline. If you’re on the free tier, both one-time and recurring donations will share one pipeline — see Integration Nuances for the workaround. Paid tiers get separate pipelines.

OAuth scopes

When you authorize WeGive, HubSpot will request the following scopes. They are all required — the integration cannot function without them.

Scope	Why WeGive needs it
crm.objects.contacts.read	Pull HubSpot contacts into WeGive as donors
crm.objects.contacts.write	Push WeGive donors to HubSpot
crm.objects.companies.read	Pull HubSpot companies into WeGive as companies/households
crm.objects.companies.write	Push WeGive companies and households to HubSpot
crm.objects.deals.read	Pull deal records to sync transaction state
crm.objects.deals.write	Push transactions and recurring donations as deals
crm.schemas.contacts.write	Create the custom wegive_* properties on contacts
crm.schemas.companies.write	Create the custom wegive_* properties on companies
crm.schemas.deals.write	Create the custom wegive_* properties on deals

Connect the integration

1. In the WeGive dashboard, navigate to Settings → Integrations → HubSpot and click Connect.

2. You’ll be redirected to HubSpot. Sign in (if needed), choose the HubSpot account to connect, and approve the OAuth scopes listed above.

3. HubSpot redirects you back to WeGive. Your refresh token is stored encrypted and rotated automatically every six hours.

4. On the integration settings page, click Provision. This is a one-time setup step that:

   • Creates the custom wegive_* properties on Contacts, Companies, and Deals
   • Creates the Donations Deal pipeline with stages Success, Attempted, and Failed
   • Creates the Recurring Donations Deal pipeline with stages Active, Paused, Cancelled, Ended, In Arrears, Missing, Archived, Expiring Soon, Ending Soon
   • Creates the Household association label between Contact and Company
   • Creates the Recurring Plan association label between Deal and Deal

5. Flip the Enabled toggle to start syncing. WeGive will begin pushing existing donors, households, transactions, and recurring donations on the next sync tick.

Re-running provisioning

You can re-run provisioning at any time without harm. WeGive only creates properties and pipelines that don’t already exist, and never deletes anything from HubSpot. Re-provision after upgrading from a free HubSpot tier to a paid tier to get the separate Recurring Donations pipeline.

What to expect on first sync

Initial sync of an existing customer base can take several minutes to several hours depending on volume. WeGive batches API calls (100 records per request) and respects HubSpot’s rate limits. Progress is visible in the integration log on the dashboard.