Sound familiar?
As new donors, volunteers, or members join your database, getting them into the correct HubSpot list often means a manual export and upload. That gap means new supporters miss the very communications meant to welcome them.
Opens, clicks, and campaign activity live in HubSpot, but many integrations only send contact data outward, not engagement data back. Your CRM ends up with a full contact list and no way to tell who’s actually paying attention.
Personalized campaigns depend on current giving history, interests, and engagement level, but when that data doesn’t sync in both directions, segments in HubSpot are only ever as fresh as the last manual update. Messages end up generic instead of resonating.
Without an automated connection, keeping HubSpot and your CRM aligned means someone exporting, formatting, and re-uploading data on a recurring basis.
Integration
Omatic Cloud connects Hubspot to your CRM so all of your data reaches the right place and is ready to use.
When new donors, volunteers, or members are added to the right HubSpot list as soon as they join your database, your team never has to manually export and upload a new batch. That means every new supporter gets the welcome sequence meant for them, right on time.
When campaign engagement data flows back into your CRM alongside contact records, your team can tell an engaged supporter from one who’s tuned out. That means outreach and stewardship decisions grounded in real behavior, not a subscriber count.
When segmentation data syncs continuously in both directions, your team can tailor messages by giving history, interests, or engagement level using information that’s actually current. That means every email resonates instead of reading like it was written for someone else.
When HubSpot and your CRM sync automatically, your team never has to set aside time to export, format, and re-upload data. That means the hours once spent on manual syncing go toward actual supporter engagement instead.
When engagement data reaches your CRM in real time, your team can spot a supporter going quiet and launch a re-engagement effort before the relationship fades entirely. That means fewer supporters slipping away unnoticed.
When HubSpot and your CRM stay in sync in both directions, your team never has to wonder which system has the current picture of a supporter. That means one source of truth your whole team can rely on.
Lists, properties, and engagement history carry meaning your team wants preserved on both sides of the sync. Omatic Cloud lets you define exactly how fields map between the two, so data arrives in the format your team expects every time.
HubSpot’s lists, properties, and campaign activity don’t always arrive in the structure your CRM requires. Omatic Cloud transforms the data on the way in, so it lands ready to use, not ready to be cleaned up.
A supporter who signs up through a web form, gives, and subscribes to your email list can easily create multiple records instead of one connected contact. Omatic Cloud identifies potential duplicates before they’re written to your database, so every record is clean and every relationship is intact.
Contact updates and engagement data moving in both directions don’t always arrive in a format your CRM or HubSpot can use as-is. Omatic Cloud catches issues before they get there, sending clean data through automatically and flagging anything that needs a second look.
In 30 minutes, we will show you exactly how Omatic Cloud adapts to your workflows.
Omatic Cloud connects HubSpot to your CRM automatically, syncing contact updates, engagement data, and list changes in both directions so your team never has to export and re-import data by hand.
Yes. Omatic Cloud brings campaign engagement data back into your CRM alongside contact records, so your team can segment and personalize outreach based on real engagement, not just contact information.
Native integrations are a solid starting point for basic contact syncing, but they often move data in only one direction and support just a fixed set of fields. Omatic Cloud goes further: it syncs bidirectionally, matches records to prevent duplicates, transforms data into the format your CRM expects, and gives your team control over exactly how much is automated versus flagged for review. The result is a connection built for the way nonprofits actually use engagement data, not a generic sync.
