Create CRM donation records from each online payment charge
Create CRM donation records from each online payment charge
Payment charges aren't logged as donations in your CRM, so gifts go untracked and receipts lag. Create donation opportunities from each charge so development can reconcile and thank donors same day.
Overview
When donation charges don't surface in the CRM, development and finance spend hours reconciling and donors wait for receipts. This flow creates donation opportunities from qualifying charges and links them to contacts, enabling same-day reconciliation and donor acknowledgement.