Create CRM donation records from new online gifts today

Unlinked donation submissions force your fundraising team to reconcile donors and payments manually. Record each gift as a CRM opportunity so acknowledgments and campaign reporting are ready same day.

Overview

When online gifts arrive without a CRM link, acknowledgments slow and campaign reporting lags. This flow captures each qualifying gift as a CRM opportunity and links it to a donor so fundraising and marketing ops can acknowledge donors and close the books same day.