NeonCRM Integrations
Do More With NeonCRM
Add new Google Form responses to NeonCRM as individual accounts
Love Google Forms, but hate manual entry of the responses into your CRM? Use this Zapier automation to automatically place the responses from your Google Forms into NeonCRM to create a new individual account. Now your team doesn't have to spend time on manual data entry and can focus on more important things!
Note: To use this integration, you will need First Name and Last Name fields on your form.
How this Google Forms-NeonCRM integration works
- You have a new form response in Google Forms
- Zapier creates a new Individual Account in NeonCRM
Apps involved
- Google Forms
- NeonCRM
Add new or updated Donorbox donors to NeonCRM as individual accounts
Hate uploading spreadsheets of new donors days or weeks after you receive them? Use Zapier automation to immediately log any new or updated Donorbox donors into NeonCRM's people tracking to cut down on uploading lists. Now you can focus your energy on giving your donors the best experience possible, instead of wasting time exporting and importing spreadsheets.
How this Donorbox-NeonCRM integration works
- A donor is created or updated in Donorbox
- Zapier adds that donor into NeonCRM as an individual account
Apps involved
- Donorbox
- NeonCRM
Add new Shopify customers to NeonCRM as individual accounts
You want the best check-out experience for your online store. Yet with limited time in the day, slogging through lists of new customers to load into your nonprofit CRM is the last thing you want to do. With Zapier, your organization can automatically send new customers from Shopify into NeonCRM as new individual accounts. Get the basics and start following up to turn customers into long-term donors.
How this Shopify-NeonCRM integration works
- A new customer is created in Shopify
- Zapier creates an individual account in NeonCRM
Apps involved
- Shopify
- NeonCRM
Create a bulk list of Activities in NeonCRM from new rows in a Google Sheet
Are you working down a call list and don't want to update each Activity individually in your NeonCRM database one by one? Then utilize this handy automation to import Activities into a designated NeonCRM account. Every time a new row is added to your Google Sheet, an Activity will be created in NeonCRM.
Note: This cannot be used to create Activity Reminders in NeonCRM
How this Google Sheets-NeonCRM integration works
- A new row is added to a designated Google Sheet
- Zapier creates a new Activity in a NeonCRM Account
Apps involved
- Google Sheets
- NeonCRM
Post tweets to acknowledge new donations made in NeonCRM
Want to create some buzz around your appeals? Then automate your Twitter account to announce every new donation that you receive in NeonCRM. Encourage people to donate to your campaign and keep the cycle going.
Note: To filter out gifts that have been marked Anonymous in NeonCRM, you can add a filter step to this automation.
How this NeonCRM-Twitter integration works
- A donation is made in NeonCRM
- Zapier posts a tweet through your Twitter account
Apps involved
- NeonCRM
Add new NeonCRM donations to a Google Sheet
Prefer using Google Sheets to perform your mail merging for donor letters? Then automate that list by pushing each new gift put into NeonCRM into Google Sheets and remove the need to download a report and upload it.
Note: Donation Campaign information will not be pulled from NeonCRM using Zapier.
How this NeonCRM-Google Sheets integration works
- A New Donation is made in NeonCRM
- Zapier adds the Donation information into a Google Spreadsheet Row
Apps involved
- NeonCRM
- Google Sheets
Thank NeonCRM donors with a collection order from Printfection
Want to go beyond a thank you letter and send donors something special? Automate the stewardship process with Zapier. Every time a NeonCRM donation happens, send a specially designated gift through Printfection without needing to call your volunteers to come stuff envelopes.
*Note: Donor must have an address in NeonCRM.
How this NeonCRM-Printfection integration works
- A Donation is made in NeonCRM
- Zapier provides the Donor's shipping information to Printfection's Collection Orders
Apps involved
- NeonCRM
- Printfection
Add new donations to NeonCRM via Google Sheets
Have a large list of donations that you received outside of NeonCRM and want to get it into your database but want to ensure every donor also gets a thank you email? Then no worries, Google Sheets is here to help! Enter a new row and Zapier will enter the donation into NeonCRM AND email them a thank you.
How this Google Sheets-NeonCRM integration works
- A new Google Sheets row is added that has Donation information
- Zapier adds the Donation to NeonCRM and sends a Thank You email from NeonCRM
Apps involved
- Google Sheets
- NeonCRM
Send activity reminders to NeonCRM accounts through Gmail
Want to use your own Gmail account to send follow up reminders to your constituents when you're going to have a meeting or phone call? Then utilize Zapier to automate that by pushing Activities out of NeonCRM and sending the email reminder to them through your own Gmail account.
How this NeonCRM-Gmail integration works
- An Activity is triggered in NeonCRM
- Zapier sends an email through Gmail to the Account
Apps involved
- NeonCRM
- Gmail
Send a Lob postcard to new NeonCRM donors
Want to show a little extra appreciation to your donors but don't have time to get a postcard in the mail? Then take that task off your plate and let Zapier and Lob do all the work. Every time a donation comes into NeonCRM, send out a postcard through Lob.
How this NeonCRM-Lob integration works
- A new donation is made in NeonCRM
- Zapier mails the donor a postcard via Lob
Apps involved
- NeonCRM
- Lob
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NeonCRM Integration Details
Launched on Zapier August 8, 2017
Zapier combines Triggers (like "New Activity") and Actions (like "Create Activity") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following NeonCRM Triggers, Searches, and Actions are supported by Zapier:
Add an activity to an account.
Creates a new donation.
Creates a new individual account.
Updates an organization account.
Links an individual account to an organization account.
Updates an individual account.
Creates a new organization account.
Triggers when a new activity is created.
Triggers when a new donation is created.
Triggers when a new account is created.
Finds an existing account.
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