1.Monitors new form submission
Integrate Gravity Forms and submission data mapping tools to capture donor name and payment details to route processing.
Create donor and gift records from donation forms
Automatically monitor new donation form submissions across Gravity Forms and send data to nonprofit systems. Create and update CRM donor records, backup worksheet rows, and acknowledgement emails when submissions come in, recurring flags are selected, or transactions reference new giftsβso you can reduce reconciliation and follow-up and avoid manual data entry.
How this automation creates donor records from donations
When donation submissions arrive without a single system of record, acknowledgements get delayed and reconciliation gets messy. This automation formats fields, creates or updates Salesforce contacts, accounts, and donation records, then updates Google Sheets and emails partnership staffβso your team can acknowledge gifts faster.
Gravity Formsor swap with your favorite app
2.Formats donation dates and card data
Integrate Formatter by Zapier and data normalization tools to format datetime, extract last 4, and normalize contact fields to match records.
Formatter by Zapieror swap with your favorite app
3.Finds or creates contact and account
Integrate Salesforce and CRM matching tools to find by email and create or update Contact and Account fields to centralize donor profiles.
Salesforceor swap with your favorite app
4.Creates opportunity and recurring gift
Integrate Salesforce to create opportunity records and recurring donation records to link gifts to the matched account and contact.
5.Updates backup worksheet row
Integrate Google Sheets and reconciliation tools to append or update the configured row so every transaction reference stays auditable.
Google Sheetsor swap with your favorite app
6.Notifies partnership team by email
Integrate Gmail and email composition tools to send a summary and CRM link so staff can acknowledge gifts without delay.
Gmailor swap with your favorite app
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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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