Give Lively + Virtuous CRM
Find/create contacts and gifts in Virtuous CRM from new Give Lively donations
This template runs when new donations are received from Give Lively. It searches for existing Virtuous CRM contacts by email address, and then creates contacts if there isn't a match, and finally creates gift records associated with the contacts.
This template runs when new donations are received from Give Lively. It searches for existing Virtuous CRM contacts by email address, and then creates contacts if there isn't a match, and finally creates gift records associated with the contacts.
- When this happens...New Donation
Triggers when a new donation is created.
- automatically do this!Create Gift
Triggers when a gift is created and/or updated.
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About Give Lively
Give Lively built and supports a powerful and practical fundraising platform that is free for nonprofits and intuitively easy to use for donors.
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About Virtuous CRM
Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.
