How FourBlock runs sales and fundraising in HubSpot, beside Salesforce

FourBlock, a national nonprofit that prepares veterans, transitioning service members and military spouses for civilian careers, ran everything from Salesforce, Classy and spreadsheets, and learned nothing about interested veterans until they applied. Growth set up HubSpot beside Salesforce in 2025, and by the October handoff a new community form had 415 submissions. A Growth retainer has since moved FourBlock's sales and fundraising work fully into HubSpot, while program records stay in Salesforce.

Why did FourBlock add HubSpot beside Salesforce?

FourBlock kept its students in Salesforce, its donations in Classy and its website on WordPress, and it learned about people only once they applied. "Even when we have info sessions, we do not gather information," said Karin Childress-Wiley, FourBlock's Chief Strategy & Growth Officer. It had no website analytics, and alumni stories sat in Salesforce, "nearly impossible to pull out and get into a usable format." FourBlock chose to launch sales and marketing in HubSpot and leave its program records where they were: "there's a big chunk of what we do that's going to stay on the legacy Salesforce."

What changed for FourBlock?

FourBlock now learns about its audience before anyone applies, and its sales and fundraising teams work in HubSpot.

"The result is a modern, scalable platform that reflects who FourBlock is today and supports where we're going next."

How did Growth set up HubSpot beside Salesforce?

Growth, an Elite HubSpot Solutions Partner accredited in CRM Implementation and CRM Data Migration, kicked off with FourBlock on June 24, 2025, and drew the line between the two systems first.

• 2025 implementation: a copy of Salesforce contacts, leads and organizations; Classy, Zoom and WordPress connected; grant, sponsorship and donation pipelines; the community form and its thank-you email.
• Handoff on October 9, 2025, with an after-action review.
• Retainer from November 2025: a controlled one-way sync from Salesforce in February 2026, grant renewal reminders, and a custom object for FourBlock's local chapters.

"Sales is really fully integrated," Karin Childress-Wiley said in October 2026.

For HubSpot teams

• Hubs: Marketing Hub and Sales Hub, with a service seat.
• Started from: Salesforce, kept for program records; Classy; WordPress; spreadsheets.
• Integrations: Salesforce (a native sync, then a controlled one-way sync), Classy (GoFundMe Pro), Zoom, WordPress forms.
• Built: grant, sponsorship and Classy donation pipelines, custom quote template, dashboards, a Community Chapters custom object.
• Engagement: an implementation in 2025, then a retainer through 2026.
• Partner: Growth Operations Firm, Elite HubSpot Solutions Partner.
• A good fit for: nonprofits that keep program data in Salesforce and want marketing, sales and fundraising in HubSpot.

Questions about this project

How long did FourBlock's HubSpot implementation take?

About 15 weeks. Growth kicked off with FourBlock on June 24, 2025, began training the team in September, and handed over on October 9, 2025, with an after-action review. FourBlock moved to a Growth retainer in November 2025.

Can a nonprofit run HubSpot and Salesforce side by side?

Yes. FourBlock runs marketing, sales and fundraising in HubSpot and keeps program records in Salesforce. Since February 2026, a controlled one-way sync brings Salesforce records into HubSpot, so the teams do not enter them twice.

Does HubSpot integrate with Classy?

Yes. Growth connected Classy (GoFundMe Pro) to FourBlock's HubSpot, and donations arrive in their own deal pipeline beside grants and sponsorships.

Running a nonprofit across Salesforce and HubSpot? Book a consultation with Growth. More from Growth: How to avoid nonprofit CRM implementation failures.