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Create donation opportunity and update donor contact record

Create donation opportunity and update donor contact record

You receive one-off donations that aren’t tracked in your CRM, leaving donor details incomplete. It updates donor records and creates a donation opportunity so you can acknowledge gifts the same day.

Create donation opportunity and update donor contact record

Overview

When one-off gifts don't land in your CRM, acknowledgements and reporting fall behind. This flow turns each payment into an updated donor contact and donation opportunity, enabling fundraising staff to acknowledge gifts and report results the same day.

Create donation opportunity and update donor contact record