Give Lively + Zoho CRM

Create new Zoho CRM modules for every new Give Lively donation

Streamline your donor management process with this efficient workflow. When a new donation is made in Give Lively, a corresponding entry is created in your Zoho CRM. This seamless transfer ensures you can effortlessly track and manage donations without the need to manually update your CRM. Keep your focus on creating impactful campaigns while this automation maintains your record keeping.

Streamline your donor management process with this efficient workflow. When a new donation is made in Give Lively, a corresponding entry is created in your Zoho CRM. This seamless transfer ensures you can effortlessly track and manage donations without the need to manually update your CRM. Keep your focus on creating impactful campaigns while this automation maintains your record keeping.

  1. When this happens...
    Give LivelyGive Lively
    New Donation

    Triggers when a new donation is created.

    TriggerScheduled
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

What does this mean?
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give-lively logo

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.
Learn moreHelp

Related categories

  • Accounting
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zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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