1.Catches donation payload hook
Integrate Sub-Zap by Zapier and donation form tools to receive the donation payload and map core input fields.
Create donor and gift records from website donations
Automatically catch donation payloads across Sub-Zap by Zapier and payment enrichment tools. Enrich payment details, create donor and gift records in Salesforce, and notify stewardship when reviews are neededβso you can avoid manual data entry.
How this automation creates your donor records
When website donations arrive with incomplete or inconsistent payment fields, gift records can lag and stewardship can miss follow-up. This automation catches the donation hook, enriches and normalizes payment details, matches or creates contacts in Salesforce, and records donations and paymentsβso your team can process gifts quickly.
Sub-Zap by Zapieror swap with your favorite app
2.Enriches payment card details
Integrate Code by Zapier and payment enrichment tools to enrich missing card brand by calling the payment-processor API.
Code by Zapieror swap with your favorite app
3.Normalizes payment method labels
Integrate Formatter by Zapier and CRM field mapping tools to normalize the payment method labels for Salesforce.
Formatter by Zapieror swap with your favorite app
4.Finds or creates contact
Integrate Salesforce and contact dedupe tools to find a contact by email or create one when no match exists.
Salesforceor swap with your favorite app
5.Creates donation and payment
Integrate Salesforce and payment record tools to create an Opportunity donation and an associated Payment record each time.
6.Sends stewardship notification
Integrate SendGrid and internal email workflows to send a notification when pledges are outstanding or addresses need review.
SendGridor swap with your favorite app
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