Manage new Fundraise Up recurrings by adding or updating contacts in LeadConnector
Streamline your fund management by seamlessly updating contacts in LeadConnector whenever a new recurring activity is recorded in Fundraise Up. This workflow not only saves time but also ensures that all your contact information is up-to-date and organized. Say goodbye to manual data entry and hello to efficient automation.
Streamline your fund management by seamlessly updating contacts in LeadConnector whenever a new recurring activity is recorded in Fundraise Up. This workflow not only saves time but also ensures that all your contact information is up-to-date and organized. Say goodbye to manual data entry and hello to efficient automation.
- When this happens...New Recurring Donation
Triggers when a new recurring donation is added to your account.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Donation
Triggers when a new donation is added to your account.
Try ItNew Supporter
Triggers when a new supporter is added to your account.
Try ItUpdated Recurring Donation
Triggers when a recurring donation is updated in your account.
Try ItIn PipelineRequired
Moved to Stage
Try It
New Recurring Donation
Triggers when a new recurring donation is added to your account.
Try ItUpdated Donation
Triggers when a donation is updated in your account.
Try ItUpdated Supporter
Triggers when a supporter is updated in your account.
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