Ricochet Association Transformation
HubSpot

Ricochet makes HubSpot work for your association.

HubSpot powers sales and marketing for membership, sponsorship, exhibits and events. Ricochet launches it, connects it to your AMS and coaches your team.

Weighing HubSpot?Meet with us
The HubSpot logo on an orange 3D platform, with seven glossy orange icons for contacts, email, reporting, workflows, calendar, chat and deals in an arc around it, each tethered by a cable that loops across the floor into the platform.
One system

What can HubSpot power for an association?

HubSpot puts sales and marketing in one system, so every revenue line works from the same member and customer records.

  • A fan of navy and cream membership cards.

    Membership automation

    Recruitment, onboarding and renewal campaigns that run on their own.

  • A gold and navy award ribbon rosette.

    Sponsorship sales

    Sponsor prospects, proposals and renewals tracked as a pipeline.

  • A tabletop model of a trade show exhibit booth.

    Booth sales

    Exhibit sales and rebooking in the same system as your members.

  • A navy lanyard with a blank conference badge.

    Event registration

    Registration, reminders and attendee follow-up tied to each contact.

  • A smartphone surrounded by an envelope, a postcard, a chat bubble, a megaphone and a small billboard.

    Omnichannel communication

    Email, direct mail, text, ringless voicemail, pop-ups, web ads, social and paid social, all from one member record.

Ricochet and HubSpot

How does Ricochet help me get more from HubSpot?

We launch HubSpot, connect it to your AMS and coach your team. On top of the platform work, we bring the member research, strategy and creative that make it pay off.

  • Implementation

    HubSpot implemented for your marketing, sales and sponsorships, with your AMS and other systems integrated.

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  • AMS Connector

    Keeps member records in sync between your AMS and HubSpot, so staff stop retyping data.

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  • Evolution Coaching

    Mentorship after launch, bringing association best practices into HubSpot so your work drives business results.

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  • Preferences Portal

    Lets members choose what they hear from you and how, across email, mobile, direct mail and phone.

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HubSpot or Mailchimp

Should an association use HubSpot or Mailchimp?

Associations running omnichannel marketing on complex data usually outgrow Mailchimp once revenue passes a few million dollars. HubSpot puts sales and marketing in one system. Mailchimp suits smaller associations with focused email programs. Ricochet implements both.

Leaning toward Mailchimp? See Mailchimp for associations

Feature HubSpot Mailchimp
Best forOmnichannel marketingEmail marketing
Core systemsMarketing automation, sales automationMarketing automation
Association sizeLargerSmaller
Implementation16 weeks10 weeks
AMS integrationHubSpot AMS ConnectorMailchimp AMS Connector
Ongoing supportHubSpot Evolution CoachingMailchimp Evolution Coaching
Preview of the one-page chart Should My Association Use HubSpot or Mailchimp?
Free download
Should My Association Use HubSpot or Mailchimp?

Feature comparison chart rating 44 functions side by side, from email design to AI.

HubSpot
Platinum Agency Partner

Why work with a HubSpot Platinum Agency Partner?

Ricochet is a HubSpot Platinum Agency Partner with a perfect five-star rating, plus Implementation and Trainer certifications. Our HubSpot approach is built for associations, from member recruitment to exhibitor sales.

HubSpot Partner Platinum Tier badge.HubSpot Partner perfect five-star rating badge.HubSpot Implementation Certification badge.HubSpot Trainer Certification badge.
Questions

What associations ask about HubSpot

When should an association move from Mailchimp to HubSpot?

Usually once marketing runs across many channels on complex member data, often once revenue passes a few million dollars. HubSpot puts sales and marketing in one system, which Mailchimp cannot do.

Can HubSpot connect to our AMS?

Yes. The HubSpot AMS Connector moves member data between your AMS and HubSpot.

What is the HubSpot AMS Connector?

The HubSpot AMS Connector is Ricochet's integration between your AMS and HubSpot. It keeps member records in sync, so staff stop retyping data.

How long does a HubSpot implementation take?

16 weeks for Marketing Hub and 12 for Sales Hub. The readiness checklist confirms the scope before work begins.

What does Evolution Coaching include?

Mentorship after launch. We bring association best practices and help you put them in place in HubSpot, so your work drives business results.

How do associations set up marketing automation?

Start with clean, connected member data, then automate the journeys that matter most, such as welcome, renewal and event promotion. In HubSpot that means workflows triggered by member activity, email templates and subscription types. Ricochet implements Marketing Hub in 16 weeks, connects your AMS and trains your team to run it.

How do associations connect marketing to sales?

Put both on one system. In HubSpot, marketing and sales work from the same member and company records, so a lead who engages with a campaign moves into a sales pipeline for membership, sponsorship or exhibit space. Workflows route leads to reps, and reports show leadership the results. Ricochet sets up Sales Hub in 12 weeks.

Let's talk about your association

Bring your toughest question. We'll help you find the next step.

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