1.Detect new donation
Integrate RunSignup and donation capture tools to detect new donation events to trigger contact and campaign creation.
Create donor records from new event donations today
Automatically monitor new donation submissions across RunSignup and Salesforce. Create and update when donor emails arrive and campaign matches are found and donation details are capturedβso you can create contacts, connect campaigns, and log gifts without manual data entry.
How this automation creates donor and gift records
When new donations are submitted, delayed CRM updates can slow acknowledgments and attribution. This automation finds or creates contacts, finds or creates campaigns, and creates donation opportunitiesβso your team can keep stewardship moving without chasing data.
RunSignupor swap with your favorite app
2.Find or create contact
Integrate Salesforce and CRM contact data tools to find or create a contact to centralize donor identity in your CRM.
Salesforceor swap with your favorite app
3.Find or create campaign
Integrate Salesforce and campaign mapping tools to find or create a campaign to link the gift to the right attribution.
4.Create donation opportunity
Integrate Salesforce and reporting systems to create a Donation opportunity to record the gift details and receipt timing.
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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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