Manage new GivingFuel donations by adding or updating contacts in LeadConnector
Streamline your charitable donations process with this seamless workflow. When a new donation is made in GivingFuel, it will directly update or create a contact in LeadConnector. This way, you can efficiently manage your donor information and focus more on your cause. This automation keeps your contact management up-to-date and ensures no donation goes unnoticed.
Streamline your charitable donations process with this seamless workflow. When a new donation is made in GivingFuel, it will directly update or create a contact in LeadConnector. This way, you can efficiently manage your donor information and focus more on your cause. This automation keeps your contact management up-to-date and ensures no donation goes unnoticed.
- When this happens...New Donation
Triggers when a new donation is submitted.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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CampaignsRequired
Try ItCampaignsRequired
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
CampaignsRequired
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name