Membership Management for HubSpot

Hubspot

Sync Members to HubSpot

Instantly sync your members to your HubSpot account. Now your member information will always be up-to-date and no more manual tasks!

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HubSpot is an essential tool for folks doing inbound marketing -- and with their addition of a CRM product, there's even more utility from using their platform.

So, it's no wonder that some folks want their member database to instantly sync from Join It to their HubSpot or HubSpot CRM.

Flexible Set Up

The integrations between HubSpot and Join It is facilitated by Zapier, which means you can customize the connection to meet your specific needs.

Customization is done within Zapier using their visual editor and it makes a complex task much simpler!

And within the visual editor during set up, you can dictate the action you want done upon these popular events:

  • New Memberships
  • Updated Membership
  • Renewed Memberships
  • Inactive Memberships

Are there triggers missing that you'd love to see? If so, then we'd love to hear!

Instant Syncing

The integration is built so that updates in Join It are instantly synced, so there's no more worrying about whether your latest 'batch' has been processed.

As soon as the Membership is created/updated in Join It, that information is instantly pushed into HubSpot.

Frequently Asked Questions

Can I use this integration to update existing records in HubSpot? 

Yes, you can use this integration to update existing records in HubSpot. However, you need to set up a multi-step Zap that includes an initial step that executes a 'search' on your connected HubSpot contacts (e.g. connecting these on email). Then once you have this ID returned from HubSpot, you can use the information in the trigger to update the contact.

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Any questions on Join It's integration to Hubspot?

Frequently Asked Questions about syncing memberships to Hubspot

Can Join It sync members into HubSpot?

Yes. Join It can sync member data into HubSpot so your CRM can reflect the people and organizations in your membership database.

Expand Answer

HubSpot is often used for relationship management, sales, marketing, and follow-up. Join It manages the membership side: records, payments, renewals, membership types, and status. Connecting the two lets your team bring membership information into HubSpot without manually re-entering contacts, giving staff a clearer view of member relationships across both systems.

Can HubSpot stay as my CRM while Join It manages memberships?

Yes. HubSpot can remain your CRM while Join It acts as the source of truth for membership management.

Expand Answer

This is useful for organizations that already use HubSpot for pipeline, outreach, or relationship tracking but need dedicated membership workflows. Join It handles signups, dues, renewals, and member status, while HubSpot can support broader CRM activity. The integration helps those systems work together so your team does not have to choose between a CRM and a membership platform.

Can membership updates in Join It support HubSpot workflows?

Yes. Membership data from Join It can help inform HubSpot workflows, segmentation, and follow-up processes where configured.

Expand Answer

Membership changes often require follow-up. A new member may need onboarding, a lapsed member may need outreach, and a renewed member may need a thank-you or next-step communication. When Join It data syncs into HubSpot, your CRM workflows can be informed by membership activity rather than relying only on manually updated contact fields.