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Rally Corp + Virtuous CRM

Find contacts in Virtuous CRM when new tags are added to contacts in Rally Corp

Ditch the CSVs and manual data entry with this integration. Whenever your chosen tag is added to a contact in your Rally Platform account, this integration adds or updates the same contact in your Virtuous CRM account.

Ditch the CSVs and manual data entry with this integration. Whenever your chosen tag is added to a contact in your Rally Platform account, this integration adds or updates the same contact in your Virtuous CRM account.

  1. When this happens...
    Rally CorpRally Corp
    Triggers When a Tag Is Added

    Fetches contact details whenever a tag is added

    TriggerInstant
  2. automatically do this!
    Virtuous CRMVirtuous CRM
    Find a Contact

    Finds a contact by email or reference source and identifier

    ActionSearch
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Supported triggers and actions

What does this mean?
    • Tag NameRequired

    • Select the contact fields you want to send to your application. (Contact ID and Phone Number included by default)

    Trigger
    Instant
    Try It
    • Phone NumberRequired

    • First Name

    • Last Name

    • Email

    • Tags

    • Notes

    • Additional Custom Fields

    Action
    Write
    • Contact status

    Trigger
    Instant
    Try It
  • Virtuous CRM triggers, actions, and search

    New Form Submission

    Triggers on a new form submission.

    Trigger
    Instant
    Try It
    • Campaign NameRequired

    • Phone NumberRequired

    • First Name

    • Last Name

    • Additional Custom Fields

    Action
    Write
    • Workflow KeywordRequired

    • From NumberRequired

    • To NumberRequired

    Action
    Write
    • Contact note status

    Trigger
    Instant
    Try It
    • Gift status

    Trigger
    Instant
    Try It
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rally-corp logo

About Rally Corp

Rally is for Charities & Causes Who Make a Lasting Impact. Use conversational text messaging to forge unbreakable relationships with donors and volunteers.

Related categories

  • Fundraising
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virtuous-crm logo

About Virtuous CRM

Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.
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