Add new charity form contacts to donor outreach list

Your charity form signups go unrecorded, leaving fundraisers without contact context and delaying outreach. They are added to your donor list immediately so coordinators can start outreach same day.

Add new charity form contacts to donor outreach list

Overview

Form signups from your charity page often sit in an inbox and never make it into your donor pipeline, delaying follow-up and stewardship. This flow turns each submission into a CRM contact and donor-list entry immediately, so coordinators can begin outreach the same day.

Add new charity form contacts to donor outreach list