Create donation records and associate donor contacts in CRM
Create donation records and associate donor contacts in CRM
Your pending donations arrive without donor context, delaying acknowledgements and reconciliation. This creates CRM donation records linked to donors so your team can acknowledge gifts the same day.
Overview
When pending donations lack donor context, finance and fundraising teams spend time chasing records and acknowledgements. This flow turns each pending gift into a CRM donation record linked to the donor, enabling same-day acknowledgements and cleaner reconciliation.