Sync donations made on behalf of an organization to Salesforce NPSP and HubSpot
When a supporter donates on behalf of an organization, Fundraise Up now records that organization in Salesforce NPSP and HubSpot without overwriting the supporter's own profile. The supporter stays a distinct record with their own history, and the organization is linked to the donation as a related record.
Salesforce NPSP
A new setting controls how these donations sync. By default, the supporter stays a Contact in their own Household Account, the organization is found or created as a separate Organization Account, and a native NPSP Affiliation links the two. The donation is attributed to the organization, with the supporter kept as the primary contact.
You can also choose to pass the organization details for your own Salesforce flows to handle, or keep the earlier behavior if your integration already uses it. Learn more →
HubSpot
The integration now matches the organization to a Company by name, then by corporate email domain, and links both the Contact and the Deal to it. When there isn't enough detail to identify a Company, Fundraise Up passes the organization details for you to handle through a HubSpot workflow instead.
Company matching needs additional HubSpot permissions. Reconnect the integration to grant them. Learn more →