Background
Client: ONE | A Potter's House Church
Industry: Religious Institution
Company Size: 25-50 Employees
Location: Los Angeles, CA
ONE, A Potter's House Church is a Christ-centered movement revolving around developing personal relationships with God. From their community groups, in person services, outreach events, ONE aims to embrace everyone, everywhere. With a strong online presence, they are able to provide accessible access to innovative ministry regardless of geography, background, or time zone.
The Challenge
Siloed Data Across Platforms
ONE Church was using several different platforms to manage various aspects of their member experiences. From participating in volunteer groups through Planning Center to making donations through Pushpay to managing email communications with ActiveCampaign, they had differing data related to the same individuals across platforms.
These disparate systems made it impossible for the ONE team to gain valuable insights into the actions their members take, and gain a full view of all activities individual members partake in.
Manual Processes
Many of the steps within their processes required a manual update to a contact record, or manually sending out different emails depending on interests. This was difficult for the team to maintain and scale as they grew their offerings and membership count.
The Solution
Connected Platforms with HubSpot
To bring ONE's systems together and provide a holistic view of their members, Blue Frog proposed utilizing HubSpot as the central source of truth for all data. This recommendation included optimizing their internal processes, adding automation to remove manual data entry and email sending where necessary.
To achieve ONE's goals, Blue Frog proposed a custom-built, multi-object, bi-directional integration with Planning Center and Pushpay. The integration involved syncing contacts, groups, check-ins, donations, and events between the two platforms.
The data flows bidirectionally from Planning Center and Pushpay into HubSpot using custom API integrations. HubSpot's custom-coded workflow actions were also utilized to sync data between the systems.
Objects in Use
In order to properly optimize and recreate existing processes used by the ONE Church team, several custom objects were created. Added associations between objects enabled cross object analysis to occur along with personalization based on values of associated records.
For example, the ONE Church team can easily segment the database down to only send an email to any Contacts who are active in a particular Volunteering team by using the association between the objects and the "status" property tied to the records.