HubSpot Training for Nonprofits

We know as well as anyone that HubSpot can be daunting at first. There’s A LOT to explore. Luckily, there are plenty of resources to guide you. Once you roll up your sleeves and start digging in, you’ll quickly see how HubSpot training for nonprofits can transform the way you engage with donors, streamline fundraising, and manage outreach.

P.S. We’re always discovering new learning tools and will update this post as we find them!

Where to Begin With HubSpot Training

A great first step is HubSpot Academy, which offers tons of free, self-paced courses designed to help nonprofits navigate the platform. Whether you’re refining your donor pipeline, personalizing email campaigns, or improving your reporting, these courses will give you the skills you need to confidently use HubSpot and drive results.

HubSpot Academy for Nonprofits: Key Courses to Explore

HubSpot’s courses cover a wide range of topics, so nonprofits can focus on those that align with their unique goals. Here’s a great jumping off point:

Foundational Hub Training

If your nonprofit uses a specific HubSpot Hub, starting with its foundational training is a must. These courses provide the groundwork for making the most of HubSpot’s tools and ensuring you’re set up for success.

• Sales Hub Software: Learn how to organize donor and sponsor contacts, track fundraising efforts, automate outreach, and create reports to optimize your donor pipeline.
• Marketing Hub Software: Leverage marketing automation, build email campaigns, and measure engagement to attract and retain supporters.
• Service Hub Software: Understand how to improve donor and volunteer support through ticketing systems, knowledge bases, and feedback surveys.

Beyond the Basics: HubSpot Training for Nonprofit Success

Once you’re comfortable with the core functions of HubSpot, these advanced courses will help you tailor the platform to your nonprofit’s needs and take things to the next level.

Sales & Fundraising

• Sales Reporting in HubSpot: Learn how to analyze donor and fundraising data to track performance, identify trends, and optimize engagement strategies.
• Tutorial: Create a Sales Sequence: Automate personalized outreach to potential donors, sponsors, or partners with email sequences and follow-up reminders.
• Customizing Views and Records for Your Team: Set up your CRM so team members see only the data relevant to their roles, making donor and partner management more efficient.

Marketing & Outreach

• HubSpot Reporting Certification: Nonprofits rely on data to drive impact. This course teaches you how to generate reports that measure campaign success, donor retention, and overall engagement.
• Contextual Marketing Certification: Personalize your nonprofit’s website content based on visitor behavior and interests to create a more engaging experience.
• Email Marketing Certification: Master the art of email communication by learning how to craft compelling messages that inspire action and build donor loyalty.
• Extending Your Reach on Social Media: Expand your nonprofit’s reach and increase engagement through effective social media strategies.
• Becoming an Effective Inbound Marketer: Develop a strategy to attract donors and volunteers through content marketing, SEO, and conversion optimization.

CRM & Data ManagemenT

• Configuring Your Data in HubSpot: Set up your CRM to align with your nonprofit’s goals, ensuring you collect, organize, and use data effectively.
• Importing Your Data into HubSpot CRM: Learn how to clean, prepare, and import donor lists, event attendees, and volunteer data without losing crucial information.

Get the Most Out of Your HubSpot Training for Nonprofits

Investing in learning is one of the best ways to maximize your nonprofit’s impact. HubSpot Academy makes it easy to sharpen your skills and get the most out of the platform. But, every organization uses HubSpot differently. If you’re looking for guidance tailored to your needs, Lake One offers bespoke HubSpot training for nonprofits—helping teams build efficient donor pipelines, streamline outreach, and make the most of their data.

Want to dive deeper with a training approach designed for your nonprofits? Contact us for hands-on support to help you put your new skills into action.