Add successful card donations to constituent records in CRM

Your online donations sometimes lack donor or gift context, delaying acknowledgments and bookkeeping. This adds donor and gift entries to your CRM so records are ready for stewardship same day.

Overview

If donor records and gifts arrive without context, your team spends hours reconciling and misses stewardship windows. This flow converts successful card donations into reviewed constituent and gift records so development and finance can act on them the same day.