Donorbox + Zoho CRM
Create new Zoho CRM module entries from new or updated Donorbox donations
Maintain accurate and updated philanthropic records with a streamlined workflow between Donorbox and Zoho CRM. With this setup, each time a new or updated donation is registered in Donorbox, the corresponding information is added to Zoho CRM. This not only enhances consistency in fundraising records but also boosts operational efficiency, leaving more room for strategic initiatives.
Maintain accurate and updated philanthropic records with a streamlined workflow between Donorbox and Zoho CRM. With this setup, each time a new or updated donation is registered in Donorbox, the corresponding information is added to Zoho CRM. This not only enhances consistency in fundraising records but also boosts operational efficiency, leaving more room for strategic initiatives.
- When this happens...New or Updated Donation
Add a new donation. Can be used to update an existing donation too.
- automatically do this!Create Module Entry
Creates a new entry in a module
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New or Updated Campaign
Add a new campaign. Can be used to update an existing campaign too.
Try ItNew or Updated Donor
Add a new donor. Can be used to update an existing donor too.
Try ItNew or Updated Tickets Purchase Transaction
Add a new event transaction. Can be used to update an existing event transaction too.
Try ItNew Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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New or Updated Donation
Add a new donation. Can be used to update an existing donation too.
Try ItNew or Updated Plan
Add a new plan. Can be used to update an existing plan too.
Try ItNew or Updated Ticket
Add a new ticket. Can be used to update an existing ticket too.
Try ItNew Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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