Fundraise Up + Zoho CRM
Create new Zoho CRM module entries from new Fundraise Up donations
Easily manage your donor relationships with this workflow. It starts when a new donation is received in Fundraise Up, immediately adding that data as a new module entry in Zoho CRM. Simplifying your donation tracking process, this integration ensures all donor information is swiftly and consistently logged, aiding in relationship management and future fundraising efforts.
Easily manage your donor relationships with this workflow. It starts when a new donation is received in Fundraise Up, immediately adding that data as a new module entry in Zoho CRM. Simplifying your donation tracking process, this integration ensures all donor information is swiftly and consistently logged, aiding in relationship management and future fundraising efforts.
- When this happens...New Donation
Triggers when a new Donation is made.
- automatically do this!Create Module Entry
Creates a new entry in a module
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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 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 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 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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