1.Capture new donation submission
Integrate RunSignup and event form data to capture donation fields and pull source details into your automation.
Create donation records and contacts in CRM for event donors
Automatically monitor new donation submissions in RunSignup and Salesforce CRM. Create and update donor contacts and donation records when paid gifts arriveβso you can acknowledge gifts, track campaign attribution, and keep development workflows moving without manual data cleanup.
How this automation creates donation records and contacts
When new donation submissions arrive, delays can stall acknowledgements and muddy campaign attribution. This automation formats donor details, finds or creates CRM contacts, and creates donation recordsβso your team can track gifts without manual cleanup.
RunSignupor swap with your favorite app
2.Normalize donor and donation data
Integrate Formatter by Zapier and data cleaning tools to normalize names, addresses, phone numbers, and gender mapping for CRM.
Formatter by Zapieror swap with your favorite app
3.Find existing contact or account
Integrate Salesforce and CRM lookup tools to find matching contacts by email or name and address to prevent duplicates.
Salesforceor swap with your favorite app
4.Create contact when no match
Integrate Salesforce and contact management tools to create a new contact and link it to the right household or account.
5.Create donation opportunity record
Integrate Salesforce and CRM records to create the donation opportunity with amount, date, campaign, and donor references.
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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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