1.Captures each new donation submission
Integrate Givebutter and CRM inputs to collect donation submission IDs, donor details, amounts, timestamps, and tribute fields.
Create donor records and donation entries in CRM from gifts
Automatically monitor new donation submissions across Givebutter, NeonCRM, Google Sheets, and Email by Zapier. Create and update donor records and donation entries when donation submitted, recurring plan identified, or tribute message includedβso you can create donor records, log gift entries, and send internal notices without manual data entry.
How this automation accelerates your donor records
When new donation submissions arrive without structure, gift data can end up scattered and stewardship follow-up stalls. This automation captures donation details, finds or creates donor records, and logs gifts and tributes across NeonCRM, Google Sheets, and Email by Zapierβso your team can act on donations faster.
Givebutteror swap with your favorite app
2.Finds or creates the donor account
Integrate NeonCRM and contact matching tools to search by donor email and create an individual account when no match exists.
NeonCRMor swap with your favorite app
3.Creates a donation record
Integrate NeonCRM and donation logging tools to create one-time or recurring donation records using the transaction ID or plan identifier.
4.Updates donation and tribute rows
Integrate Google Sheets and spreadsheet tracking tools to add or update gift rows and append tribute and message entries.
Google Sheetsor swap with your favorite app
5.Sends internal stewardship notice
Integrate Email by Zapier and notification tools to email an internal alert with donor name, amount, and tribute inclusion.
Email by Zapieror 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.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
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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.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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