How to integrate with NationBuilder?

Connecting CallHub with your NationBuilder CRM allows you to easily import contacts, run calling and texting campaigns, and sync results back to NationBuilder in real time. With this integration, you can collect RSVPs, conduct surveys, and track supporter responses seamlessly across both platforms.

Connect to NationBuilder 

1. In your CallHub account, go to Integrations from the left-hand menu.
2. Under the NationBuilder section, enter your nation name and click on Connect.
3. You will be redirected to a login page—enter your NationBuilder admin credentials to complete the integration

Set up phone preferences

• CallHub imports the "Mobile phone" of the person in NationBuilder as the primary number for SMS campaigns. If the "Mobile phone" is not present or invalid, then CallHub does not import a phone number for SMS.
• For Voice campaigns, CallHub imports the "Home phone" of the person in NationBuilder as the primary number. If the "Home Phone" is not present or invalid, then the "Mobile phone" is used as the primary number for voice calls.
• You can customize this for your account from "Import Settings."
• You can also use the checkbox to ignore various preferences of contacts set in NationBuilder.

Import a list from NationBuilder.

Assuming that you have already created a list on NationBuilder, you may navigate to the "Imports" section to import the contact list. If you haven't added it yet, you can add/import the list to NationBuilder from the "Lists" section on your CRM.

• Once you have created the list(s) on NationBuilder, head to your CallHub account > Integrations > Import. Use 'Sync now' to refresh the latest lists, sites, surveys, tags, and events.
• Click on 'Select list to import' in the NationBuilder section of Integrations.
• Select the lists to be imported and click on 'Import. '

👉 You can also import lists directly into Suppression lists in CallHub.

• You can find the imported list in the "Contact list" section. Lists on NationBuilder are termed as Contact lists in CallHub.

Suppose the contacts available in the list of your NationBuilder CRM do not match the count of contacts imported to CallHub. In that case, there are chances that the contacts you have imported do not have a "Phone number," "country" selected, or have not been added to it. Therefore, we recommend you add a Phone number and the country of the contact in the contact fields on NationBuilder.

What if a contact opts out?

If a contact you have imported from NationBuilder opts out of your campaign, the system adds a DO NOT CALL label to the contact on NationBuilder. On CallHub, the contact will be added to the DNC list automatically.

What data syncs back for SMS campaigns?

In SMS campaigns, the survey responses, RSVP events, and tags sync back to the contact on NationBuilder. In the case of Peer to Peer texting, the agent's name will also be available in the "Activity" section of the contact.

You need to navigate to People > Select the contact > Dashboard > Log contact, and the synced data will be available in the section, as shown in the screenshot below.