1.Detects new donor pledge
Integrate Pledge It for Charities and donation workflows to receive donation fields and donor info for processing.
Create donor opportunity and contact for online donations
Automatically receive new donor events across Pledge It for Charities and Salesforce. Create and update when online donations arrive, fundraiser team names appear, or donor emails matchβso you can update contacts, map markets, and log gift opportunities without manual data entry.
How this automation creates donor opportunity records
When new donor pledges land for online payments, manual review and entry can slow stewardship and weaken CRM accuracy. This automation captures donation details, enriches donor records with market mapping, and creates or updates contacts and gift opportunitiesβso your team can respond faster.
Pledge It for Charitiesor swap with your favorite app
2.Filters online donations
Integrate Filter by Zapier and automation logic to continue only for qualifying online payments and stop offline/manual gifts.
Filter by Zapieror swap with your favorite app
3.Finds fundraiser market mapping
Integrate Zapier Tables and data mapping tools to find the fundraiser team record and retrieve market or regional mapping.
Zapier Tablesor swap with your favorite app
4.Finds or creates contact
Integrate Salesforce and CRM enrichment tools to search by donor email and update mapped contact fields or create a new contact.
Salesforceor swap with your favorite app
5.Creates gift opportunity
Integrate Salesforce and CRM data tools to create an opportunity, set close dates, link to campaign, and apply market fields from the table.
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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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