Add donation supporter to CRM and log note
Add donation supporter to CRM and log note
Donation entries arrive without CRM context, leaving fundraisers unable to prioritize acknowledgments. Capture supporter details and log a donation note for same-day stewardship.
Overview
When donations come in they should carry supporter context into your CRM so fundraisers can acknowledge and segment without waiting for manual entry. This flow converts each gift into a contact submission and a linked note, letting your team start stewardship the same day.