Create donation records and contacts in CRM for event donors
Create donation records and contacts in CRM for event donors
Your event donation submissions often lack matched donor records, creating orphan gifts and delayed thank-yous. Add matched donor and gift records to CRM so acknowledgments go out same day.
Overview
Stop letting event gifts sit unprocessed or get misattributed—this flow converts each donation into a matched donor contact and a CRM gift record. That means development staff can send acknowledgments and run campaign reports the same day.