1.Monitors button-clicked transaction rows
Integrate Zapier Tables and transaction tables to capture fields from a reviewed row to create downstream donor records.
Create CRM donor records and deals from transactions
Automatically monitor transaction review clicks across Zapier Tables and map fields into CRM contacts in HubSpot. Create and update donor records and donation deals when status is accepted, so you can log outcomes, alert on errors, and rebuild failed rows without manual tracking or rekeying.
How this automation creates donor records from transactions
When transaction reviews happen but donor details get delayed, records stay incomplete and follow-ups stall. This automation formats dates, upserts contacts, creates donation deals, and logs error recordsβso your team can recover instantly from failures.
Zapier Tablesor swap with your favorite app
2.Formats transaction closed date
Integrate Formatter by Zapier and date formatting tools to format transaction date for the CRM closed date.
Formatter by Zapieror swap with your favorite app
3.Creates or updates CRM contacts
Integrate HubSpot and contact data tools to create or update a donor contact by email with mapped address fields.
HubSpotor swap with your favorite app
4.Creates donation deals for accepted status
Integrate HubSpot and CRM deal workflows to create a donation deal and set donation pipeline and closed-won stage.
5.Creates retry record on error
Integrate Zapier Tables and error logging tools to create an error record and store the original transaction row for retry.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Salesforce, Virtuous CRM, Email by ZapierSwap with your favorite apps.
Add and tag contact in donor CRM after field update
When a contact field flips to request a mailed item, your donor records may miss matching CRM profiles or tags and outreach stalls. Keep records updated and tagged so coordinators can act same day.
- Apps: Zapier Forms, Webhooks by Zapier, Zapier Tables, Filter by ZapierSwap with your favorite apps.
Add badge from form submission to donor profile
Your badge form submissions don't update donor profiles, leaving public recognition inconsistent. It updates supporter profiles so fundraising staff reflect recognitions same day.
- Apps: WooCommerce, KeelaSwap with your favorite apps.
Add buyers to donor CRM from new orders
When orders create unmatched buyer records, fundraisers lack context to acknowledge gifts. Keep donor contacts updated so fundraisers can acknowledge and start outreach the same day.
- Apps: Razorpay, Brevo, Formatter by ZapierSwap with your favorite apps.
Add captured payments as contacts to donor lists
Your donor payments arrive without a linked contact, causing manual lookups and delayed receipts. The workflow adds donors to lists so you can send receipts and outreach same day.
- Apps: Charidy, Formatter by Zapier, Filter by Zapier, Little Green LightSwap with your favorite apps.
Add donation and pledge records to constituent database
Donation records arrive unrecorded, delaying pledge tracking and thank-you mailings for school fundraisers. Capture donor and pledge details so staff send receipts and reconcile gifts same day.
- Apps: HubSpot, Microsoft AdvertisingSwap with your favorite apps.
Add donation contacts to ad audience for fundraising
Your donor list updates don't reach your ad audience, leaving recent supporters unremarketed and reducing campaign relevance. You get targeted donor segments added for remarketing within minutes.
- Apps: Fundraise Up, Filter by Zapier, Mailchimp, Google SheetsSwap with your favorite apps.
Add donation contacts to donor list and sheet
Donations from your gala arrive without donor records, leaving acknowledgements and reporting incomplete. Get donor contacts and payment rows added so coordinators can send thank-yous same day.
- Apps: Typeform, Webhooks by Zapier, GlideSwap with your favorite apps.
Add donation form entries to your donor table
Your donation form responses go unrecorded, causing inconsistent acknowledgements and slowing outreach. They are added to your donor table for timely acknowledgements and same-day follow-up.
- Apps: Zapier Forms, Formatter by Zapier, Zapier Tables, Email by ZapierSwap with your favorite apps.
Add donation form responses to donor tracking table
Your donation form submissions often arrive unrecorded, delaying acknowledgements and reporting. It logs each submission into your donor table so fundraising staff can act same day.
- Apps: Formstack, Sub-Zap by ZapierSwap with your favorite apps.
Add donation form submissions to CRM and lists
Your donation form submissions often miss outreach lists, leaving fundraisers without context. This captures each submission into CRM and email lists so fundraisers can start outreach within minutes.
- Apps: WooCommerce, Filter by Zapier, Formatter by Zapier, ActiveCampaignSwap with your favorite apps.
Add donation orders to donor list with amounts
Donation orders sometimes lack donor details, slowing thank-you and segmentation. It adds donors with formatted gift fields to your outreach list so thank-yous and segments are ready same day.
- Apps: Raisely, Stripe, EveryAction, Zapier Tables, Google SheetsSwap with your favorite apps.
Add donation records and log attribution errors same day
Your donations sometimes lack attribution and don't update donor records. This creates donor and contribution records for development staff within minutes so acknowledgements can go out same day.
- View all
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.