The Connecticut Project Action Fund (the Action Fund) was running paid search and social ads, email outreach, direct mail drops and door-to-door canvassing in disconnected systems. Staff spent upwards of 15 hours each week exporting spreadsheets, deduplicating contacts and manually stitching together performance reports. Without unified data they couldn’t tell which messages drove petition sign-ups or which neighborhoods yielded the highest supporter conversion.
We migrated every channel into HubSpot, creating one central database that powers ads, emails, mailers and field canvassing. Meta and Google campaigns now feed directly into dynamic lists segmented by geography and past engagement. Email journeys adjust in real time based on clicks, opens and donation history. Every postcard and flyer includes a trackable code that updates the same HubSpot record. CanvassingHub captures in-person conversations on the spot, instantly assigning follow-up tasks to the right staff member.
HubSpot’s automation engine reallocates budget from underperforming channels, slashing wasted spend by roughly 30 percent. Supporters who sign a petition automatically enter a three-step thank-you series that invites them to volunteer or donate. Direct mail pieces trigger personalized email nudges when codes are scanned at events. Field organizers see live maps highlighting priority neighborhoods and can launch micro-Campaigns on the fly.
Field work is where the Action Fund meets voters face-to-face, but most canvassing tools live in a silo and require tedious data re-entry. By embedding CanvassingHub directly into HubSpot:
Instant CRM Sync: Every new or updated contact from the door-knock survey syncs the moment it’s saved.
Automated Next Steps: Interested prospects trigger tailored workflows (for example, “Wants to volunteer” fires the volunteer welcome series and assigns a staff task).
Unified Dashboards: Field touches appear alongside ad clicks and petition signatures in the same reports. Organizers can spot neighborhood trends and redeploy teams in real time.
In-App Tools for Canvassers:
Household snapshots show voter data, past engagement and location notes at a glance.
Dynamic turf maps generate route-optimized canvassing paths to minimize walk time.
Survey scripts capture interests and concerns while they’re fresh.
Offline mode stores responses securely and syncs as soon as connectivity returns.
This tight integration turns every door-knock into a data-rich, ROI-tracked action—no spreadsheets, no copy-paste, and a single supporter record from first knock to follow-up
Over 12 months the Action Fund:
These figures reflect a significant lift in acquisition, engagement and back-office efficiency achieved by unifying all channels in HubSpot. Campaign managers swapped manual data wrangling for A/B testing new messaging in hours. Field teams knew exactly where to knock next. Leadership gained full visibility into every dollar spent and every voter reached.