1.Detects new transaction
Integrate Givebutter and donation capture tools to detect new donation transactions and trigger outreach enrichment.
Create new donor contacts from transactions for outreach
Automatically monitor new donation transactions across Givebutter and outreach tools. Create and update donor contacts and linked donation records when transactions arriveβso you can acknowledge donors, apply tags, and add them to outreach without manual data entry.
How this automation creates donor contacts for outreach
When a new donation transaction comes in, outreach lists can miss new supporters and acknowledgment gets delayed. This automation finds or creates contacts and updates your outreach list and contacts tableβso your team can acknowledge donors and expand email outreach coverage.
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2.Finds contact by email and phone
Integrate Brevo, contact lookup tools, and data mapping to search by email and phone to check for existing profiles.
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3.Searches contacts table by email
Integrate Zapier Tables and spreadsheet lookup tools to search your contacts worksheet and return the first match.
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4.Adds or updates outreach contact
Integrate Brevo, contact enrichment tools, and tag workflows to add or update contact details and outreach list membership.
5.Creates or updates linked record
Integrate Zapier Tables and reporting tools to create or update your contacts table with linked donation records for tracking.
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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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