HubSpot implementation for nonprofits and associations
Yodelpop sets up HubSpot for nonprofits and associations, where one person can be a donor, a member, an applicant, a volunteer and an event registrant all at once. We design HubSpot around those relationships and connect it to the systems you already use, like Raiser's Edge, YourMembership, or your application and event tools.
Most organizations start with Foundation onboarding, a fixed-price project of about three months. Bigger moves, like migrating off Raiser's Edge or Salesforce, are scoped once we know your systems and data.
We've worked with nonprofits and associations since 2011 and have been a HubSpot partner since 2013. The people who plan your project are the same people who build it.
You may not need to replace every system
The first question isn't always which database to replace. It may be how to get fundraising information to your marketing team, how to coordinate member communications, or which system should own which information.
Yodelpop builds and supports RaiserSync, which connects Raiser's Edge NXT with HubSpot, and YourMemberSync, which connects YourMembership with HubSpot. Building those products is a big part of how we learned the way nonprofit and association systems fit together.
We'll look at whether your next step is connecting systems, migrating, changing how your team works, or some mix of those. We don't assume everything belongs in HubSpot.
Plan around the way your organization works
For a nonprofit or association, planning a HubSpot implementation means answering questions like these:
Who should get which emails? Which system has the official membership or giving record? How should staff handle someone who is a donor, a volunteer and a board member? What should happen after an inquiry, an application, a gift or an event registration?
Those answers decide the data structure, integrations, automation and reporting, not just the labels inside the CRM. Our job is to help your team make those decisions and then build them.
How we start: Foundation onboarding
Foundation has a fixed scope and a fixed price, agreed before work begins. Over about three months and eight working sessions, we move your email program to HubSpot, design your data model, and train your team. You get a written deliverable for every major decision, so you know why things were set up the way they were.
If you're also bringing donor or gift data into HubSpot, Foundation Plus adds gift data mapping, calculated giving fields, a gift or grant pipeline, a custom object and one marketplace integration. It runs three to four months.
Foundation ends with recommendations for what to build next. Larger work, like a Raiser's Edge or Salesforce migration, is scoped from those recommendations once we know your data.
Help after setup
A new process only helps if staff actually use it. After Foundation, many organizations keep us on for ongoing support. We help staff with what's been built, fix what's getting in the way, and keep the documentation up to date.
Every six months we do a short health check on your portal: what has improved, what's still unresolved, and what should come next. Your documentation and decision history belong to you, and the goal is for your team to be able to run HubSpot themselves.
What does nonprofit HubSpot implementation cost?
Foundation onboarding is $14,960. Foundation Plus, for organizations bringing in donor or gift data, is $18,700. Larger implementations, such as migrating off Raiser's Edge or Salesforce, typically run $25,000 to $75,000 or more, depending on your data, the systems involved and how much training your team needs.
HubSpot licenses are purchased separately from HubSpot. Our fees are based on the work involved, not on your tax status.
See implementation pricing · Read our guide to budgeting for a HubSpot implementation
From Constant Contact to a structured HubSpot foundation
Yodelpop's published case study describes how we approached field mapping, subscription structure, historical segmentation, and the foundation for applicant-journey tracking for a research-focused nonprofit.
Not sure you're ready for HubSpot?
If you're on Mailchimp, Constant Contact or Luminate and want to know what your next system needs to do before you commit, the Email Diagnostic is a two-week, $2,500 review. If you go ahead with Foundation within 60 days, the $2,500 is credited in full.
If you already know you want HubSpot, book a call and tell us about your systems, your audiences and what your team is trying to fix.
Talk with us about your HubSpot implementation
Tell us about your systems, your audiences, and what your team is working through.