NeonCRM Integrations
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CRM (Customer Relationship Management)Google Sheets
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FundraisingSimplyBook.me
Scheduling & BookingEmail Parser by Zapier
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Google, SpreadsheetsPaths by Zapier
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Popular ways to use NeonCRM workflows
Create accounts in NeonCRM when new fundraisers are created through Pledge
Create accounts in NeonCRM when new fundraisers are created through Pledge
- New AccountTriggers when a new account is created.Trigger
- New ActivityTriggers when a new activity is created.Trigger
- New DonationTriggers when a new donation is created.Trigger
- Create ActivityCreates a new activity.Action
- Create AccountCreates a new account.Action
- Create DonationCreates a new donation.Action
- Update Company AccountUpdate a company accountAction
- Update Individual AccountUpdate an individual accountAction
- NeonCRM
Link an individual account to a company account
Scheduled
Action
- NeonCRM
Finds an account by a few fields.
Scheduled
Action
- NeonCRM
Finds an account by a few fields.
Scheduled
Action
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