Microsoft Dynamics 365 CRM + RallyUp
Add new RallyUp donors as Microsoft Dynamics 365 CRM contacts
Whenever someone makes any transaction (i.e. ticket purchases, pledges, flat donations, and successful bids), they will be added as a contact in Microsoft Dynamics 365 CRM. This integration allows you to quickly scale your supporter base by adding donors across all of your RallyUp campaigns as Microsoft Dynamics 365 CRM contacts.
Whenever someone makes any transaction (i.e. ticket purchases, pledges, flat donations, and successful bids), they will be added as a contact in Microsoft Dynamics 365 CRM. This integration allows you to quickly scale your supporter base by adding donors across all of your RallyUp campaigns as Microsoft Dynamics 365 CRM contacts.
- When this happens...Transaction Made
Triggers when a new transaction is submitted on your Campaign, whether through Checkout or through Campaign Management.
- automatically do this!Create Contact
Creates a new contact.
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Activity Results Added
Triggers when Activity Results are added to any of an Organization’s campaigns.
Try ItAuction Bid Submitted
Triggers when a transaction is made containing auction bids.
Try ItCampaign Ends
Triggers when a campaign’s status changes to Ended, Completed, or Processing.
Try ItEvent Ticket Purchased
Triggers when a transaction is made that includes Event tickets.
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A-Thon Pledge Submitted
Triggers when a Transaction is made that contains A-Thon Pledges (per-unit or flat donation).
Try ItAuction Winners Determined
Triggers when the winner’s list is completely populated on any auction in the organization’s account. In other words, when the auction is finished processing and the winner’s list is totally populated.
Try ItCrowdfunding Perk Purchased
Triggers when a transaction is made that contains Crowdfunding Perks.
Try ItLive Stream Ended
Triggers when a live stream is ended on any of an organization’s campaigns.
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