Get more from the Hubspot, the platform built to power nonprofit growth
HubSpot is a flexible CRM and marketing platform used by many nonprofits for email, campaigns, lead management, and reporting. Most organizations, however, only use a small portion of what the platform is capable of and struggle to align it with fundraising systems, data governance, and real operational needs.
DNL OmniMedia helps nonprofits implement, optimize, integrate, and operationalize HubSpot so it supports the work your teams are actually doing. That includes marketing automation that scales, reporting leadership can trust, and clean data flowing between HubSpot and your CRM of record.
We are a nonprofit‑only digital consultancy with two decades of experience across CRM, fundraising platforms, marketing technology, and data infrastructure. HubSpot does not exist in isolation, and neither do we.
Why nonprofits work with DNL on Hubspot
HubSpot works well out of the box for basic marketing use cases.
Organizations run into challenges when they need to integrate HubSpot with fundraising systems, manage complex data models, enforce governance, support multiple teams, or report beyond surface‑level metrics.
This is where most implementations break down. Marketing data becomes disconnected from donor data. Lifecycle stages stop reflecting reality. Reports cannot answer leadership questions. Automation becomes brittle or unused.
That is the work we do. We bring nonprofit CRM experience, marketing operations expertise, and data architecture depth to HubSpot so it functions as part of a cohesive technology ecosystem.
Connect with DNL OmniMedia to
optimize your Hubspot experience.
Our Hubspot for Nonprofit Services
Implementation and Launch
For organizations adopting HubSpot for the first time, we lead end‑to‑end implementations that prioritize long‑term usability, data integrity, and adoption across teams.
Engagements typically include:
- HubSpot account setup and portal configuration
- CRM, Marketing Hub, and Sales Hub alignment
- Contact, company, deal, and custom object modeling
- Lifecycle stage and funnel design
- Email templates, forms, landing pages, and lists
- Automation and workflow configuration
- Permission sets, user roles, and governance
- Staff training and documentation
Migration Services
We migrate nonprofits to HubSpot from legacy CRMs, marketing platforms, and disconnected tools. Migrations fail when data is rushed, structure is ignored, or historical context is lost. Our migration practice emphasizes data integrity and operational continuity.
Our migration services include:
- Source system assessment and data mapping
- Historical contact, activity, and engagement data migration
- Field normalization and deduplication strategy
- Lifecycle and status reconciliation
- CRM and marketing automation parity analysis
- Cutover planning and validation
We build repeatable migration approaches that protect institutional knowledge and reduce disruption during transition.
Marketing and Campaign Automation
Most nonprofits use HubSpot as an email tool. We help organizations use it as a campaign and engagement engine.
Our marketing enablement engagements include:
- Campaign architecture and naming conventions
- Email automation and workflow design
- Segmentation and personalization strategy
- List governance and performance optimization
- Event, advocacy, and campaign attribution modeling
- Reporting aligned to fundraising and engagement goals
Reporting and Analytics
HubSpot reporting answers basic questions. It rarely answers the questions nonprofit leaders actually need answered. We build reporting layers that surface meaningful insight.
Deliverables typically include:
- Data warehouse and BI tool integration
- Executive dashboards
- Funnel and lifecycle reporting
- Campaign performance analysis
- Marketing contribution to revenue reporting
CRM Hardening
HubSpot integrates with many nonprofit CRMs, but native integrations are often insufficient for organizations with real data complexity. We harden these integrations so data moves reliably, predictably, and cleanly between systems.
This includes:
- Reconciliation and exception reporting
- CRM integration configuration and review
- Field mapping and transformation logic
- Data sync rules and error handling workflows
- Duplicate management strategy
Managed Services and Ongoing Optimization
Many organizations keep DNL engaged after launch for ongoing HubSpot administration and optimization. This model works particularly well for nonprofits without a dedicated marketing operations role.
Managed services typically include:
- Campaign and workflow configuration
- Reporting maintenance and enhancements
- Data governance oversight
- Platform release evaluation and feature adoption
- Quarterly optimization reviews
Data Integration with DNL Data Cloud
For organizations that need Hubspot data unified with their CRM, marketing platforms, advocacy tools, event systems, and other constituent data sources, DNL Data Cloud is our proprietary middleware platform that handles this integration work. Hubspot data flows through Data Cloud into your data warehouse, BI environment, or other downstream systems with full transformation logic and audit trails.
DNL Data Cloud provides a fully managed, cloud-based data warehouse that brings all your nonprofit data into one secure location. Designed for seamless integration and real-time reporting, it enables your organization to make data-driven decisions effortlessly.
Key Benefits
- Eliminate Data Silos – Integrate fundraising, CRM, and donor platforms into one system.
- Real-Time Insights – Get up-to-the-minute data reports for better decision-making.
- Custom Integrations – Connect seamlessly with your fundraising tools
- Scalable & Secure – Built on AWS with enterprise-grade security for long-term growth.
Who We Work With
Since 2007, DNL OmniMedia has partnered exclusively with nonprofit organizations to deliver custom digital solutions that increase efficiency, engagement, and fundraising success. Our team is comprised of nonprofit technology specialists who understand both the challenges and the opportunities within your sector.
We work with public media stations, healthcare research organizations, social services nonprofits, educational institutions, faith-based organizations, and arts and cultural organizations.
If you are evaluating Hubspot, planning a migration, or stuck getting the value you expected after launch, we should talk.
End-to-End Support
Strategy, implementation, optimization, and training.
Custom-Tailored Solutions
Built to align with fundraising, donor management, and grant tracking needs.
Flexible Engagements
Whether you need a full implementation or targeted improvements, we’re here to help.
Ready to take your Hubspot tools to the next level?
Whether you need help with strategic planning, system cleanup, or integration support, our expert team is here to help.
