1.Run new donation trigger
Integrate RunSignup and event intake tools to catch new donation details and trigger CRM follow-up.
Log event donations into CRM for fundraising teams
Automatically monitor new event donations across RunSignup and Salesforce. Create and update when donor contact info is missing or addresses need formatting or donations arriveβso you can create contacts, link accounts, and log opportunities without manual reporting.
How this automation logs donation receipts
When new event donations land with missing contact details, receipts can stay scattered and ops lose time. This automation finds or creates contacts and accounts, creates opportunities, and notifies via Slackβso your team can capture receipts reliably.
RunSignupor swap with your favorite app
2.Find or create donor contact
Integrate Salesforce and CRM workflows to map donor fields and find or create matching contacts by email.
Salesforceor swap with your favorite app
3.Normalize region and state
Integrate Formatter by Zapier and data formatting tools to convert state codes into full billing region values.
Formatter by Zapieror swap with your favorite app
4.Find or create account
Integrate Salesforce and CRM workflows to map donor address and region to an account record and link the contact.
5.Create donation opportunity
Integrate Salesforce and sales pipelines to create an opportunity with donation amount, date, and notes for the account.
6.Send ops direct message
Integrate Slack and team notifications to DM the recipient when donor email or required contact info is missing.
Slackor swap with your favorite app
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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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Add each donation to the correct city spreadsheet row
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Create a donation record for each incoming online payment
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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
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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