Donorbox + LeadConnector
Add or update LeadConnector contacts when new or updated plans occur in Donorbox
Keep your donor information updated and organized with this workflow. When there's a new or updated plan in Donorbox, it streamlines the process by adding or updating the contact details in LeadConnector. This saves time, reduces manual data entry errors, and ensures you have the most current information at your fingertips. Boost your efficiency and manage your donor relationships more effectively with this workflow.
Keep your donor information updated and organized with this workflow. When there's a new or updated plan in Donorbox, it streamlines the process by adding or updating the contact details in LeadConnector. This saves time, reduces manual data entry errors, and ensures you have the most current information at your fingertips. Boost your efficiency and manage your donor relationships more effectively with this workflow.
- When this happens...New or Updated Plan
Add a new plan. Can be used to update an existing plan too.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New or Updated Campaign
Add a new campaign. Can be used to update an existing campaign too.
Try ItNew or Updated Donor
Add a new donor. Can be used to update an existing donor too.
Try ItNew or Updated Tickets Purchase Transaction
Add a new event transaction. Can be used to update an existing event transaction too.
Try ItIn PipelineRequired
Moved to Stage
Try It
New or Updated Donation
Add a new donation. Can be used to update an existing donation too.
Try ItNew or Updated Plan
Add a new plan. Can be used to update an existing plan too.
Try ItNew or Updated Ticket
Add a new ticket. Can be used to update an existing ticket too.
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
