1.Receives new donation
Integrate Donately and donation forms to detect new donation submissions and capture donor and donation metadata.
Create donation opportunity and contact from form data
Automatically turn each new online donation into matched contact and opportunity records across Donately and Salesforce. Create and update gift opportunities when donations arrive or recur, and format fees so you can track gifts without manual CRM entry.
How this automation creates donation-ready CRM records
When new donations land in your form, gift details can get delayed in your CRM and donor stewardship suffers. This automation monitors donation events, finds or maps contacts, formats gift amounts, and creates opportunity recordsβso your team can follow up faster.
Donatelyor swap with your favorite app
2.Finds matching contact record
Integrate Salesforce and CRM tools to search by email and map contact fields when matching or creating a new contact.
Salesforceor swap with your favorite app
3.Formats amount and currency
Integrate Formatter by Zapier and data transforms to convert donation amount and fees into formatted currency fields.
Formatter by Zapieror swap with your favorite app
4.Creates opportunity record
Integrate Salesforce and fundraising pipelines to create opportunity records with gift type, stage, date, and fee mapping.
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Add donation form entries to your donor table
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Add donation records and log attribution errors same day
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- 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.
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