Add new donors to outreach list and notify team

Your CRM records new donations but list updates and alerts lag, delaying stewardship and segmented outreach. Donors are added to the mailing list and coordinators are alerted for same-day follow-up.

Workflow preview:

Zap details:

Overview

When gifts arrive they must feed your donor audience and trigger stewardship alerts, otherwise outreach becomes manual and delayed. This workflow routes new CRM donations into your donor list and notifies coordinators so stewardship can start within minutes and ahead of the next outreach cycle.