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Create donation records and donor contacts in CRM

Create donation records and donor contacts in CRM

Your monthly donations go unrecorded when they aren't pushed to CRM, delaying acknowledgements. It creates donor contacts and donation opportunities for same-day acknowledgement and reconciliation.

Create donation records and donor contacts in CRM

Overview

Donor stewardship stalls when gifts don't land in the CRM quickly. This flow captures monthly recurring gifts, creates or updates donor records, and logs each gift as a CRM opportunity so development can acknowledge and reconcile the same day.

Create donation records and donor contacts in CRM