Connecting the Dots: How We Integrated HubSpot CRM for Seamless Donor Application Management
At hale.group, we specialize in building smart, scalable systems that bridge the gap between data and decision-making. Recently, we completed a full-featured integration between a custom donor application dashboard and HubSpot CRM for our partner in the donor services space.
The goal? To ensure that every touchpoint in the applicant journey—online form submissions, staff interviews, internal notes—flows directly into HubSpot CRM in real time. That means no duplicated data entry, no missed updates, and no manual syncing between platforms.
What We Built
- Custom HubSpot Properties: We created and configured 44 custom fields in HubSpot to capture everything from educational background to travel history.
- Admin Dashboard Integration: Using the HubSpot API, we connected the CRM directly to the donor application admin panel, so staff can update records in HubSpot without ever leaving their internal dashboard.
- Two-Way Sync (In Progress): We’re also building a webhook-based system that will allow updates made in HubSpot to sync back into the application’s backend database automatically—keeping everything in perfect alignment.
Why It Matters
This integration eliminates redundant work, improves data accuracy, and gives the client’s marketing and operations teams a real-time view of where each applicant stands in the pipeline—all within HubSpot’s familiar interface. It’s a big step toward streamlining complex workflows using off-the-shelf tools in a custom ecosystem.
Built for Growth
Everything we developed is modular and scalable, meaning it can grow as the client’s team and process evolve. If additional fields, filters, or automations are needed in the future, they can be easily added without disrupting the core integration.
At hale.group, we’re proud to serve under one roof—collaborating closely with a family of companies that share our commitment to doing things right. Every system we build reflects our passion for quality and the care we bring to our craft.
About the Author
At hale.group, we specialize in building smart, scalable systems that bridge the gap between data and decision-making. Recently, we completed a full-featured integration between a custom donor application dashboard and HubSpot CRM for our partner in the donor services space.
The goal? To ensure that every touchpoint in the applicant journey—online form submissions, staff interviews, internal notes—flows directly into HubSpot CRM in real time. That means no duplicated data entry, no missed updates, and no manual syncing between platforms.
What We Built
- Custom HubSpot Properties: We created and configured 44 custom fields in HubSpot to capture everything from educational background to travel history.
- Admin Dashboard Integration: Using the HubSpot API, we connected the CRM directly to the donor application admin panel, so staff can update records in HubSpot without ever leaving their internal dashboard.
- Two-Way Sync (In Progress): We’re also building a webhook-based system that will allow updates made in HubSpot to sync back into the application’s backend database automatically—keeping everything in perfect alignment.
Why It Matters
This integration eliminates redundant work, improves data accuracy, and gives the client’s marketing and operations teams a real-time view of where each applicant stands in the pipeline—all within HubSpot’s familiar interface. It’s a big step toward streamlining complex workflows using off-the-shelf tools in a custom ecosystem.
Built for Growth
Everything we developed is modular and scalable, meaning it can grow as the client’s team and process evolve. If additional fields, filters, or automations are needed in the future, they can be easily added without disrupting the core integration.
At hale.group, we’re proud to serve under one roof—collaborating closely with a family of companies that share our commitment to doing things right. Every system we build reflects our passion for quality and the care we bring to our craft.
About the Author
