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 added to your account.
- 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 added to your account.
Try ItNew Supporter
Triggers when a new supporter is added to your account.
Try ItUpdated Recurring Donation
Triggers when a recurring donation is updated in your account.
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 Donation
Triggers when a new recurring donation is added to your account.
Try ItUpdated Donation
Triggers when a donation is updated in your account.
Try ItUpdated Supporter
Triggers when a supporter is updated in your account.
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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