Portal Replicator Tool

Activate Your Fundraising Tools

Complete the steps below to add powerful, free fundraising tools to your instance of HubSpot in minutes!

Questions: hsfs@hubspot.com
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Step 1: Apply for HubSpot for Startups

Join HubSpot's founder community by completing a brief application through 👉 Impact Hub's partner application link. You'll receive a free HubSpot instance for running your raise with pre-applied discounts on future purchases. 

Apply Here

Step 2: Add Fundraising Portal Customizations

This will enable you to participate in the fundraising workshop in real time. Connecting your HubSpot account here will automatically configure your portal for fundraising success.

Fundraising Portal Contains:

  • 1 Fundraising Pipeline with Custom Stages
  • 1 Investor Information Collection form
  • 2 Outreach Email Templates
  • 6 fundraising-related properties (3 Deal, 2 Company, 1 Contact)

Important: When you begin, select the Hubspot account you want your fundraising assets to be created in:

New HubSpot users: Create a new free portal and implement the fundraising pipeline instead of your sales pipeline.
Existing HubSpot users: We recommend you create a new portal to ensure your pipeline data is not overwritten.

Setup Your Fundraising Portal

Step 3: Connect Your Accounts to HubSpot

New to HubSpot? You'll want to make a few connections first:

Step 4: Attend the Live Workshop

Join us on Zoom for a live learning session covering the fundraising landscape and how to run a successful outreach process.

August 7th at 2 pm CET 

 

 

Fundraising Portal FAQ

The tool is a custom-built piece of software designed by HubSpot to make it easy to set up your account for fundraising success. By connecting your HubSpot account, the tool will automatically configure your settings and install some useful tidbits so you're ready to rock!

If you're an existing HubSpot user, we strongly recommend creating a new HubSpot portal for your fundraising efforts to ensure data stays tidy. 

Portal replicator screen shot

As long as you have access to a HubSpot account for your company you can install the fundraising tools provided.

If you're not sure, simply click the application link in Step 1 while logged into your HubSpot account to find out.

When applying, you can select "Create a new, fresh account" to create a new Hub.

Nope. Your HubSpot for Startups application automatically creates a free, entry-level HubSpot account that doesn't expire. There are no purchases or credit cards required, simply complete the application on behalf of your startup to get started.

When you apply, a founder discount is added to your HubSpot account that activates on future purchases. 

Questions or concerns?
Contact hsfs@hubspot.com