BenchmarkONE + GoFundMe Pro

Add notes in BenchmarkONE for new supporters in GoFundMe Pro

Strengthen your relationship with your GoFundMe Pro supporters by keeping track of them in BenchmarkONE. With this workflow, when a new supporter is detected in GoFundMe Pro, it instantly adds a note in BenchmarkONE. This eases your workload by instantly organizing and documenting your supporter engagement details in your CRM.

When this happens...
New SupporterTriggers when there is a new supporter.
TriggerPolling
automatically do this!
Add NoteAdds a note to contact. If contact does not exist, this action creates contact and adds the note.
ActionWrite

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More things you can do with GoFundMe Pro and BenchmarkONE

Discover other triggers and actions you can use with GoFundMe Pro and BenchmarkONE

New Campaign
Triggers when there is a new campaign.
Trigger
Polling
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New Supporter
Triggers when there is a new supporter.
Trigger
Polling
Try It
- Related Data to Include
Trigger
Polling
Try It
- Related Data to Include
Trigger
Polling
Try It
- ID
  Required
- Address1
- Address2
- City
- Country
- Email Address
- First Name
- Gender
- Last Name
- Nickname
- Phone
- Postal Code
- State
Action
Write

- Search by field
  Required
- Search value
  Required
Action
Search
- Tag
  Required
- Email Address
  Required
- Email Type
  Required
- Contact Status
  Required
- First Name
- Last Name
Action
Write

- Update Existing Contact
  Required
- Email Address
  Required
- Email Type
  Required
- Contact Status
  Required
- First Name
- Last Name
- Title
- Company
- Temperature
- Phone Number
- Phone Number Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
- Address Type
- Social Media URL
- Social Media Type
- Instant Message Username
- Instant Message Type
- Website URL
- Source
- Tag to Add
Action
Write

- Related Data to Include
Trigger
Polling
Try It
- Related Data to Include
Trigger
Polling
Try It
Updated Campaign
Triggers when there is an update to an existing campaign record.
Trigger
Polling
Try It
Updated Supporter
Triggers when there is an update to an existing supporter record.
Trigger
Polling
Try It
- Search by field
  Required
- Search value
  Required
Action
Search
- Webhook Name
  Required
Trigger
Instant
Try It
- Note Subject
  Required
- Note Body
  Required
- Contact's Email Address
  Required
- Email Type
  Required
- Contact Status
  Required
- First Name
- Last Name
- Created At
- CopyToCompany
- Update Last Contacted Date?
Action
Write

About BenchmarkONE

Keep tabs on your contacts, automatically follow up on them, and track your marketing with smart insights in BenchmarkONE's simple CRM.

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Related categories

CRM (Customer Relationship Management)

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About GoFundMe Pro

Classy allows users to create automations based on fundraising data

Learn moreLearn moreHelpHelp

Related categories

Fundraising

Related Zap Templates

Add notes in BenchmarkONE for updated transactions in GoFundMe Pro

Update and manage BenchmarkONE contacts with updated transactions from GoFundMe Pro

Add tags in BenchmarkONE for new transactions in GoFundMe Pro