1.Detect new donation record
Integrate Zapier Tables and logging tools to capture each new donations table record for follow-up processing.
Add new donation contacts to CRM and log
Automatically detect new donation table records across Zapier Tables and Keap. Create and update when new donation records arrive, gift dates are submitted, or opt-in status is confirmedβso you can upsert donors, apply tags, and log engagement without manual CRM entry.
How this automation logs donation engagement
When new donation records appear, delayed acknowledgments can hurt donor experience and follow-up quality. This automation formats donation dates, upserts donor contacts, and logs engagement entriesβso your team can keep outreach consistent.
Zapier Tablesor swap with your favorite app
2.Formats donation date field
Integrate Formatter by Zapier and date tools to format the donation date into MM-DD-YYYY for consistent contact records.
Formatter by Zapieror swap with your favorite app
3.Creates or updates donor contact
Integrate Keap and CRM tools to create or update donor contacts with names, email, phone, tags, and donation date fields.
Keapor swap with your favorite app
4.Stops flow for non opted-in
Integrate Filter by Zapier and audit tools to continue only when the contact is opted in, and stop otherwise.
Filter by Zapieror swap with your favorite app
5.Creates engagement log entry
Integrate Zapier Tables and spreadsheet logging tools to create a record in the engagement logging table for acknowledgment.
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Strengthen donor relationships with automated record updates, gift tracking, and follow-up outreach
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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