1.Catch incoming webhook CSV
Integrate Webhooks by Zapier and webhook parsing tools to surface the CSV payload or link to parse.
Create donation records from incoming fundraising CSV webhooks
Automatically monitor incoming fundraising CSV webhooks across Webhooks by Zapier and Salesforce. Create and update donation records from each CSV line item and refresh contact gift historyβso your team can issue receipts without manual CSV cleanup.
How this automation creates donation records from CSV feeds
When fundraising exports arrive as CSV payloads, delays can slow acknowledgments and upset donors. This automation parses contribution rows, looks up contacts, and creates donation opportunities while updating contact gift historyβso your team can process receipts accurately.
Webhooks by Zapieror swap with your favorite app
2.Import CSV and map rows
Integrate Formatter by Zapier and CSV tools to import the file or payload and map columns to contribution fields.
Formatter by Zapieror swap with your favorite app
3.Loop through line item rows
Integrate Looping by Zapier and data mapping tools to iterate each parsed contribution row for field mapping.
Looping by Zapieror swap with your favorite app
4.Find matching Contact record
Integrate Salesforce and CRM lookup tools to find a Contact by email with fallback by name and mailing address.
Salesforceor swap with your favorite app
5.Create Opportunity and update Contact
Integrate Salesforce and CRM record tools to create the donation Opportunity and update contact gift history fields.
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Add donation rows from incoming payment webhooks now
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Add donation rows to your thank-you tracking spreadsheet
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Explore all donation receipt management automations
Streamline donor acknowledgments with automated receipt generation, donor record updates, and finance logging
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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