Manage new Fundraise Up donations by updating contacts in LeadConnector
When a new donation is received on Fundraise Up, this workflow ensures the contact information is promptly updated or added in LeadConnector. A seamless process that effectively manages your donor information, alleviating the need for manual data entry. Save time, reduce errors, and focus more on your fundraising activities with this automation.
When a new donation is received on Fundraise Up, this workflow ensures the contact information is promptly updated or added in LeadConnector. A seamless process that effectively manages your donor information, alleviating the need for manual data entry. Save time, reduce errors, and focus more on your fundraising activities with this automation.
- When this happens...New Donation
Triggers when a new Donation is made.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Donation
Triggers when a new Donation is made.
Try ItNew Supporter
Triggers when a new Supporter appears.
Try ItUpdate Recurring
Triggers when an existing Recurring updated.
Try ItIn PipelineRequired
Moved to Stage
Try It
New Recurring
Triggers when a new Recurring is made.
Try ItUpdate Donation
Triggers when an existing Donation updated.
Try ItUpdate Supporter
Triggers when an existing Supporter updated.
Try ItFirst 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