DonorSearch Integration for Smarter Fundraising
Connect DonorSearch insights to your CRM and HubSpot so your team can qualify faster, segment better, and trigger timely outreach without manual work.
Clean Field Mapping
Map enrichment fields cleanly to your CRM and HubSpot
Smart Segments
Build segments and automation from scores and affinity
Clear Reporting
Track meetings and gifts with simple, clear reports
See it working in your stack
Bring your CRM fields and a sample of DonorSearch data. We will show mapping, quick segments, and a starter workflow your team can use within days.
30 minute discovery
Quick fit check and requirements gathering
Field mapping plan
Clear plan that avoids data clutter
Rapid pilot
Two segments and one outreach sequence
How the integration works
Clean field mapping
We align DonorSearch enrichment to your CRM objects and HubSpot properties with clear names, value ranges, and owner rules.
Segments and triggers
Scores and affinity power dynamic lists, tasks, and emails so fundraisers see the next best action inside their workflow.
Reporting and lift
Simple dashboards track meetings booked, outreach volume, and gifts so you can see lift from day one.
See DonorSearch Integration in Action
Common questions
Which CRMs does this support?
We commonly map to HubSpot and Salesforce. If you use another system, we will review your data model and confirm fit. We stay neutral on tools and focus on the best fit for your team and data quality.
How long does a pilot take?
Most pilots finish within two to four weeks depending on data availability and the number of segments and workflows.
Who needs to be involved?
One fundraiser, one CRM admin, and one marketing or email lead can move this quickly. We provide templates and naming to reduce effort.
Ready to connect DonorSearch to your outreach?
Get a clear field map, two starter segments, and one outreach sequence so your team sees value fast.