LeadConnector + Pledge
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.
- When this happens...New DonationTriggers when a new donation is made.
- automatically do this!Add/Update ContactAdds or updates an existing contact.
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More things you can do with Pledge and LeadConnector
Discover other triggers and actions you can use with Pledge and LeadConnector
- Deleted Fundraiser
Triggers when a fundraiser is deleted.
Try ItTriggerInstant - New Fundraiser
Triggers when a new fundraiser is created.
Try ItTriggerInstant - Updated Donation
Triggers when a donation's donor name is updated.
Try ItTriggerInstant - In PipelineRequired
- Moved to Stage
Try ItTriggerInstant
- New Donation
Triggers when a new donation is made.
Try ItTriggerInstant - Refunded Donation
Triggers when a donation is refunded.
Try ItTriggerInstant - Updated Fundraiser
Triggers when a fundraiser is updated.
Try ItTriggerInstant - First 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
- Date of Birth
ActionWrite
