1.Monitor new row in table
Integrate Microsoft Excel, spreadsheet tables, and donor tools to detect paid transactions and start gift data capture.
Add paid transactions to donor records in CRM
Automatically monitor new paid transaction rows across Microsoft Excel and your donor CRM. Create and update constituent and gift records when paid transactions are added, campaigns are identified, or gifts qualifyβso you can reduce manual data entry, prevent missed donor context, and speed up acknowledgment without manual spreadsheet work.
How this automation enriches donor gifts from payments
When new paid transactions land in spreadsheets, they can delay donor updates and create reconciliation work. This automation detects transaction rows, enriches them with campaign metadata, and imports constituent and gift records with review filtersβso your team can keep donor histories current.
Microsoft Excelor swap with your favorite app
2.Lookup campaign metadata
Integrate Microsoft Excel, mapping rules, and campaign sheets to find campaign attributes and enrich each transaction.
3.Import constituent and primary gift
Integrate Little Green Light and contact data to map names, contact details, and primary gift fields into your CRM.
Little Green Lightor swap with your favorite app
4.Continue only for qualifying gifts
Integrate Filter by Zapier and gift criteria to proceed only when secondary gift or follow up conditions qualify.
Filter by Zapieror swap with your favorite app
5.Import secondary gift record
Integrate Little Green Light and gift import logic to add secondary gift details and place the constituent in the right donor group.
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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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