1.Captures new donation
Integrate Give Lively and donor enrichment tools to capture new donation details and prepare data to update CRM contact records
Update donor records in CRM from new donations
Automatically monitor new donations across Give Lively and Salesforce. Automatically create and update matching donor profiles when new donation records arriveβso you can update contact details, align addresses, and preserve campaign-ready notes without manual CRM cleanup.
How this automation protects your donor profiles
When new donations land in Give Lively, donor records can drift and campaigns miss accurate contact information. This automation finds matching Salesforce contact and account records, then updates fields and donation notesβso your team can stay campaign-ready without manual data cleanup.
Give Livelyor swap with your favorite app
2.Finds matching contact
Integrate Salesforce and CRM data tools to find the Contact ID by donor email for a precise contact record match
Salesforceor swap with your favorite app
3.Updates contact and notes
Integrate Salesforce and contact data tools to update contact fields and write the donation reference into a note field
4.Finds related account
Integrate Salesforce and CRM data tools to locate the Account ID linked to the matched contact
5.Updates account address
Integrate Salesforce and address sync tools to update account shipping fields when donor mailing address values are present
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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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