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Set up your first integration
Quickly connect Bloomerang to Gravity Forms with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Bloomerang with Gravity Forms - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Constituent" from Bloomerang.
Add your action
An action happens after the trigger—such as "Create Entry" in Gravity Forms.
You’re connected!
Zapier seamlessly connects Bloomerang and Gravity Forms, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Channel
- Purpose
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerPolling- Type
- Minimum Amount
- Maximum Amount
Try ItTriggerPolling- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerPolling
- New Transaction Payment
Triggers for each donation, pledge payment, and recurring donation when a new transaction is created. Use this to trigger for each payment in a split payment.
Try ItTriggerPolling - Channel
- Purpose
- Constituent
- User
Try ItTriggerPolling- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerPolling- TypeRequired
- Suffix
- Informal Name
- Formal Name
- Envelope Name
- Recognition Name
- Gender
- Birthdate
- Employer
- Job Title
- Facebook Page
- Twitter Handle
- LinkedIn Page
- Website
- Preferred Communication Channel
- Communication Restrictions
- Email Interest Type
- Custom Email Interests
- Primary Address Type
- Primary Address Street
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Primary Email Type
- Primary Email
- Primary Phone Type
- Primary Phone
- Primary Phone Extension
- Household
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Practical ways you can use Bloomerang and Gravity Forms
Track new donations from form submissions
When a donation form is submitted via Gravity Forms, Zapier automatically logs the donor and donation details in Bloomerang. This saves business owners time on manual data entry and ensures seamless tracking of donation records.
Business Owner
Sync user updates across platforms
When a constituent profile is updated in Bloomerang, Zapier triggers an update in Gravity Forms to keep user data consistent across systems. This automation reduces errors and ensures record accuracy.
ITQualify leads from form submissions
When a new form is submitted through Gravity Forms, Zapier cross-references donor information in Bloomerang to qualify leads. This automation helps ensure high-quality leads are prioritized quickly, saving your team time and improving conversion rates.
Marketing & Marketing OpsLearn how to automate Gravity Forms on the Zapier blog
Frequently Asked Questions about Bloomerang + Gravity Forms integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Bloomerang and Gravity Forms
What is required to set up the integration between Bloomerang and Gravity Forms?
To set up the integration, you will need both a Bloomerang account and a Gravity Forms plugin installed on your WordPress site. Additionally, you should have administrative access to both platforms to create API connections and configure the integration settings.
How can I trigger actions in Bloomerang using Gravity Forms?
You can trigger actions in Bloomerang when a form is submitted in Gravity Forms. This could include creating a new donor record, updating an existing contact, or recording donations directly from form submissions.
What types of actions can be performed in Bloomerang as a result of triggers from Gravity Forms?
Actions that can be performed include creating or updating contacts, adding notes to donor profiles, and logging interactions or transactions based on the data submitted through your forms.
Are there any limitations when using Bloomerang with Gravity Forms?
There may be limitations regarding custom fields or specific workflows that need complex logic which might require additional customization. It's important to check compatibility for unique requirements.
Is it possible to map custom fields between Gravity Forms and Bloomerang?
Yes, it’s possible to map custom fields between the two platforms. You can define these mappings during the setup process to ensure data from your forms are captured accurately in Bloomerang.
Can I use conditional logic within Gravity Forms to dictate how data is transferred to Bloomerang?
Yes, you can use conditional logic within Gravity Forms. This allows you to set conditions for when specific data should be sent to Bloomerang based on user inputs in the form.
How secure is the integration between Bloomerang and Gravity Forms?
The integration utilizes API keys with secure authentication methods provided by both platforms. We adhere strictly to best practices for data security during setup and operation of the integration.
