Donorbox + LeadConnector

Manage new or updated Donorbox donors by adding or updating opportunities in LeadConnector

Streamline your fundraising efforts with this efficient workflow. When new or updated donor information appears in Donorbox, the same data will be reflected in LeadConnector. This seamless process ensures your opportunities in LeadConnector stay up to date, helping you focus more on building relationships with your donors and less on manual data entry. Benefit from a clear, comprehensive view of your donors at all times, leading to enhanced engagement and successful fundraising campaigns.

When this happens...
New or Updated Donor
Add a new donor. Can be used to update an existing donor too.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

New or Updated Campaign
Add a new campaign. Can be used to update an existing campaign too.
Trigger
Instant
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New or Updated Donor
Add a new donor. Can be used to update an existing donor too.
Trigger
Instant
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New or Updated Tickets Purchase Transaction
Add a new event transaction. Can be used to update an existing event transaction too.
Trigger
Instant
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- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write

- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

New or Updated Donation
Add a new donation. Can be used to update an existing donation too.
Trigger
Instant
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New or Updated Plan
Add a new plan. Can be used to update an existing plan too.
Trigger
Instant
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New or Updated Ticket
Add a new ticket. Can be used to update an existing ticket too.
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write