1.Monitors new email in inbox
Integrate Gmail and email intake tools to watch for a new inbox email so you can start contact matching.
Create contact records from donor emails for outreach
Automatically detect new email in inbox across Gmail and normalize donor sender emails using Formatter by Zapier. Create and update donor contact records, update last contact timestamps, and increment message counts when qualifying senders email inβso you can avoid manual contact updates.
How this automation standardizes donor contact records
When new inbox emails arrive, scattered sender data slows outreach and can cause missed follow-up. This automation normalizes email addresses and finds or creates contact records, then updates counters and last contact timestampsβso your team can reach out with the right donor context.
Gmailor swap with your favorite app
2.Normalizes sender email to lowercase
Integrate Formatter by Zapier and text transform tools to convert sender addresses to lowercase for accurate lookups.
Formatter by Zapieror swap with your favorite app
3.Finds or creates contact record
Integrate Zapier Tables and contact table tools to search by normalized email and create a new contact when there is no match.
Zapier Tablesor swap with your favorite app
4.Updates message count and timestamp
Integrate Zapier Tables and activity tracking tools to increment a message count and set last contact timestamp.
5.Mirrors fields and updates timestamp
Integrate Airtable and base lookups to find or update key contact fields and refresh last contact timestamp for campaigns.
Airtableor swap with your favorite app
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Explore all donor management automations
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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Allen Lai, Head of Customer Experience
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