Do More With NeonCRM
Zapier allows you to instantly connect NeonCRM with 1,500+ apps to automate your work and find productivity super powers.
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
- Google Forms
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
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
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
- Google Sheets
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
Get started for free—14 day trial of premium features and apps.
No coding required—automate any of 1,500+ apps in minutes.
Enterprise-level security—connect mission-critical apps.
Launched on Zapier June 27, 2018
Zapier combines Triggers (like "New Account") and Actions (like "Create Individual Account") 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:
Creates a new individual account.
Add an activity to an account.
Creates a new donation.
Creates a new organization account.
Updates an individual account.
Updates an organization account.
Links an individual account to an organization account.
Triggers when a new account is created.
Triggers when a new activity is created.
Triggers when a new donation is created.
Finds an existing account.