HubSpot and upGive

By combining HubSpot CRM and upGive's referral platform, you will increase revenue, while supporting causes your customers care about.

HubSpot CRM is used by companies to organize, track, and build better relationships with their leads and customers.

STEP 1

Invite customers to your referral program

Invite customers from a particular contact list or who have scored high in your NPS survey to participate in your referral program.

STEP 2

Referrals convert to leads

Keep your marketing team inside their current workflow.

Enroll referrals who have submitted a HubSpot form into a workflow and tag them as "Marketing qualified leads."

upGive automatically tracks and emails the referrer to thank them for that lead, and updates the stats on their referral widget.

STEP 3

Leads convert to new customers

Keep your sales team inside their current workflow.

upGive automatically tracks and emails the referrer to thank them when your sales team change the lifecycle of the referred lead to a new customer.

At the end of each month, you can make one donation payment through the upGive platform. We will then send separate payments to each nonprofit chosen by your customers for their referrals.

STEP 4

Customers become your brand ambassadors

When your new referred customers advocate your organization, invite them to participate in your referral program, and let upGive automate the whole process for you once again!

Get early access to upGive

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