1.Captures new form submission
Integrate Zapier Forms with form field mapping to create donor-ready input fields from each partnership submission.
Create donor records from new partnership form entries
Automatically capture new partnership form submissions across Zapier Forms and Raisely to build donor-ready records. Create and update supporter profiles when submissions arrive, emails are provided, or messages include detailsβso you can create records, log interactions, and apply partnership tags without manual data entry.
How this automation creates donor records from partnerships
When partnership form submissions arrive, delays can cause missed follow-up and messy donor data. This automation captures submission fields, normalizes phone numbers, then creates Raisely supporter records, adds interactions, and applies partnership tagsβso your team can follow up fast.
Zapier Formsor swap with your favorite app
2.Formats phone number to E.164
Integrate Formatter by Zapier and phone normalization tools to format the phone field to E.164 for saving.
Formatter by Zapieror swap with your favorite app
3.Creates person in Raisely
Integrate Raisely with donor records to map fields and create the supporter record using email matching.
Raiselyor swap with your favorite app
4.Adds partnership interaction
Integrate Raisely with interaction logging to create an interaction from the form message under partnership intake.
5.Applies partnership tag
Integrate Raisely with segmentation tools to apply the configured partnership tag for follow-up and routing.
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Strengthen donor relationships with automated record updates, gift tracking, and follow-up outreach
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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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