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.
- When this happens...New Donation
Triggers when a new donation is created.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Created Since
Try ItUpdated Since
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.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try It
Updated Since
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.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try It
