LeadConnector + Pledge
Update new contacts in LeadConnector when new donations are made in Pledge
Simplify your fundraising efforts with this efficient workflow. Whenever a new donation is received in the Pledge app, it instantaneously updates or adds contact details in the LeadConnector app. This automatic process eliminates manual data entry, saves precious time, and ensures your contact management is always up-to-date. By seamlessly connecting your fundraising and lead management, this workflow provides an optimal solution to streamline your nonprofit operations.
Simplify your fundraising efforts with this efficient workflow. Whenever a new donation is received in the Pledge app, it instantaneously updates or adds contact details in the LeadConnector app. This automatic process eliminates manual data entry, saves precious time, and ensures your contact management is always up-to-date. By seamlessly connecting your fundraising and lead management, this workflow provides an optimal solution to streamline your nonprofit operations.
- When this happens...New Donation
Triggers when a new donation is made.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Deleted Fundraiser
Triggers when a fundraiser is deleted.
Try ItNew Fundraiser
Triggers when a new fundraiser is created.
Try ItUpdated Donation
Triggers when a donation's donor name is updated.
Try ItIn PipelineRequired
Moved to Stage
Try It
New Donation
Triggers when a new donation is made.
Try ItRefunded Donation
Triggers when a donation is refunded.
Try ItUpdated Fundraiser
Triggers when a fundraiser is updated.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
