New Integration: Streamline and Automate Nonprofit Workflows with NeonCRM

Toby Peterson
Toby Peterson / October 18, 2018

NeonCRM is a customer relationship management (CRM) tool that helps nonprofit organizations engage donors, manage memberships, track volunteers, and plan events. Organize individual, household, and institutional member accounts from the central dashboard, then segment your database to target prospective donors. Automate pledge reminders, follow-ups, and other notifications to streamline communication workflows. Create, customize, and embed donation forms on your website, then provide customized thank-yous and IRS-approved receipts automatically. Manage registration and track attendance for your events. Register volunteers, assign projects, and track hours. Plus, NeonCRM lets you build customer reports to organize, review, and share key data.

NeonCRM now connects with Zapier, making it easier than ever to manage your nonprofit. Zapier can automatically trigger workflows in other apps whenever new activities, donations, or accounts are created in NeonCRM. Or you can create, update, and link individual and organizational accounts, or create activities or donations in NeonCRM whenever trigger events happen in the other apps you use most.

To connect Neon CRM with 1,300+ other apps, including Google Forms, Donorbox, and Shopify, head to NeonCRM’s Zapier integration page.

How to Automate NeonCRM with Zapier

  1. Talk with the NeonCRM team to learn more about this integration and nonprofit solutions, and make sure you have a Zapier account.

  2. Try some pre-made NeonCRM integrations, and learn more about how NeonCRM works with Zapier.

  3. Or log in and build a custom workflow with NeonCRM and Zapier.