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Create donation record and donor contact from form

Create donation record and donor contact from form

Your form donations sometimes arrive without matching CRM records, delaying gift acknowledgments. Add donor contacts and record gifts so acknowledgments go out same day.

Create donation record and donor contact from form

Overview

Manual entry and missed donor matches slow your stewardship and reporting. This flow captures form gifts, normalizes address and fund data, and logs them in the CRM so program coordinators can send acknowledgments same day and keep dashboards current.

Create donation record and donor contact from form