Status mapping for HubSpot and Bonterra EveryAction
You can now map recurring plan and donation statuses in two CRM integrations: HubSpot and Bonterra EveryAction.
What changed
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- HubSpot: Added recurring subscription status mapping.
- Bonterra EveryAction: Added contribution status mapping.
Default status mappings are already configured for each integration, but you can customize them to match your workflow in Settings > Integrations > [Your CRM] > General settings.
This update removes the need to manually correct statuses in your CRM after sync. Donations and recurring plans now arrive with the status values your team expects.