1.Detect new successful transaction
Integrate GoFundMe Pro and fundraising transaction sources to detect each new successful transaction for CRM conversion.
Create donor opportunity from transaction in your CRM
Automatically capture new successful transaction events across GoFundMe Pro and HubSpot. Create and update when successful transactions land, campaign designation matches, or transaction reference appearsβso you can create deals, upsert donor contacts, and associate records without manual data entry.
How this automation creates donor opportunities
When GoFundMe Pro new transaction events happen, manual CRM updates can delay donor follow-up and outreach. This automation filters and formats gifts, then creates deals and upserts contacts and associationsβso you can act on giving instantly.
GoFundMe Proor swap with your favorite app
2.Continue only qualifying transactions
Integrate Filter by Zapier and rules engines to continue only successful, non-refunded gifts that match your campaign designation.
Filter by Zapieror swap with your favorite app
3.Normalize values for CRM mapping
Integrate Formatter by Zapier and data formatting tools to normalize opt-in and billing fields for HubSpot insertion.
Formatter by Zapieror swap with your favorite app
4.Create deal from transaction data
Integrate HubSpot and CRM pipeline tools to create a new deal mapped to amount, close date, and external transaction reference.
HubSpotor swap with your favorite app
5.Upsert contact and associate
Integrate HubSpot and CRM contact tools to create or update the donor contact and associate it to the deal.
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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