Nonprofit HubSpot Consulting Built Around Your Team’s Needs

Get nonprofit HubSpot consulting built around your team’s goals and your budget. Giant Rabbit handles setup, configuration, integrations, and staff training.

With over 20 years of experience working to meet nonprofits’ technical needs, we’re ready to help your organization with HubSpot.

Whether you’re considering moving to the platform or need to improve your existing setup, our team of nonprofit HubSpot consultants will work with you to identify and implement a solution that aligns with your capacity, values, and goals.

With more than 400 nonprofits served and over 100 active clients, we know how to find the right solution for your team, operations, and budget. We help organizations across a variety of sectors, including:

Arts & Culture

Association & Career Development

Education

Environmental & Preservation

Healthcare, Wellness, & Public Safety

Human Rights & Social Justice

Legal Aid

Technology, Digital Rights, & Open Knowledge

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We handle HubSpot, from setup to donor tool integrations

Every nonprofit’s HubSpot project has different priorities, such as marketing automation, better email marketing, cleaning up contact data, or integrating HubSpot with a dedicated fundraising tool. We tailor our work to your specific needs, and our nonprofit HubSpot consulting services include:

Selection

If you’re evaluating whether HubSpot is right for your nonprofit, we’re ready to help. HubSpot wasn’t built specifically for nonprofits, but it’s still a great fit for mission-driven organizations whose primary needs include marketing automation, contact management, email marketing, and communication with supporters. It’s less suited to nonprofits that need robust, built-in donor or membership management. Giant Rabbit is platform-agnostic, so we’ll give you an honest read on how it fits your organization’s work.

We help you leverage HubSpot’s nonprofit discount program, set up your account structure, and decide which tools (marketing, sales, or service) best align with how your team communicates with donors, volunteers, and members. We take your needs, values, workflows, and budget into careful consideration as we move into implementation.

Migration

Moving your contact and donor data into HubSpot can be time-consuming and error-prone, especially if your data is spread across spreadsheets, an old CRM, or several disconnected tools. We’ll clean up your data before moving it anywhere, then plan, test, and carefully run the import into HubSpot, so your contact records and communication history come over properly.

Customization

We want you to work with your CRM, not around it. HubSpot’s default setup is built for sales teams, so we reshape it for nonprofit work, building custom properties for the data your team tracks and setting up workflows that reflect how your organization communicates with donors and supporters.

Integration

HubSpot doesn’t include built-in donation forms, event ticketing, or membership tools, so most of our HubSpot projects involve connecting it to the tools that do. HubSpot offers many native integrations (with FundraiseUp, Donorbox, Eventbrite, etc.). We can help you choose and configure those native integrations, or create bespoke integrations if needed, using Zapier, n8n, or even the native REST API.

Your donation and program data will flow into HubSpot alongside your contact and communication history, instead of living in a separate system your team has to check on its own.

Clear communication before, during, and after

Whatever your project may be, we want to keep your nonprofit’s staff in the loop. You may know exactly what needs improvement, or not; we’re here to help either way! We work with your team to understand where your current systems and workflows are falling short and chart a clear path forward. We then make recommendations that align with your organization’s goals and budget. Once we’ve confirmed the plan, we get to work, with plenty of check-ins built into the process.

One of the most important steps we take is helping your team acclimate to the changes we make. After all, what good are new systems and integrations if no one knows how to use them? Our work is geared toward sustainability, and part of that is setting your staff up for long-term success. We lead training demos and walk through everything that’s new in plain language, so your team can navigate your new and improved system with confidence.

Nonprofit HubSpot consulting FAQs

Would HubSpot be a good fit for our organization?

It depends on what your team needs most from a CRM. HubSpot tends to work best for nonprofits that primarily need marketing automation, contact management, email marketing, and donor communication, rather than complex donor or membership tracking. We’re platform-agnostic, so we’ll be honest about whether HubSpot or any other CRM would help your team.

Can you help with an existing HubSpot account, or only new setups?

Both. If you’re already using HubSpot and it’s not quite doing what you need, we can review your setup, clean up your data, and reconfigure things like properties, workflows, and pipelines so the system reflects your nonprofit’s day-to-day operations. We’re also well-versed in helping teams get started and migrate their data to the platform.

We already use HubSpot for marketing. Can we also use it to manage donors and volunteers?

Often, yes, with the right setup. We can build custom objects and properties in HubSpot to track donors, volunteers, or members, integrated with the marketing tools you’re already using, rather than adding an entirely separate system. Whether that’s the right call depends on how complex your donor or volunteer data needs are, and we’re happy to walk through it with you.

Does HubSpot have built-in tools for tracking donations?

Not natively, but we can help with that. HubSpot doesn’t include donation forms or fundraising tools out of the box, so most nonprofits connect it to a dedicated fundraising or payment platform and let that data flow into HubSpot. With some configuration, we can also set you up to track gifts by using HubSpot’s custom objects.

Do you provide support after our HubSpot project is finished?

Yes, we offer ongoing support to all of our clients who want it! Once your HubSpot setup is up and running, we stick around to troubleshoot, make workflow adjustments, and provide help as your organization’s needs change. We also train your team for success with any systems we implement or changes we make.

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Ready to get started with a nonprofit HubSpot consultant?

Whether you’re working in HubSpot already or are considering a move over, we’re here to help.

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