Capture donations into CRM and update donor records

Marketing coordinators miss donations when CRM entries lag, causing stewardship gaps. This flow ingests donations and updates opt-ins in near real time so outreach can begin promptly.

Overview

Missed donations and stale opt-ins break stewardship and skew fundraising reports for marketing and fundraising. This workflow creates or updates donor contacts and campaign records in your CRM, eliminating manual entry so outreach happens in near real time and response times drop dramatically.

Notable Features

Create or find donor contacts
Update email opt-ins automatically
Log donations to CRM campaigns