Create donation records and update donor profiles instantly
Create donation records and update donor profiles instantly
Your donations often reach CRM without donor context, stalling stewardship and slowing reconciliation. Capture gifts and opt-ins into CRM so coordinators can begin stewardship same day.
Overview
When online gifts arrive without CRM records, stewardship and reconciliation stall and your team wastes time. This flow creates donation records and updates donor preferences automatically so fundraising coordinators can start stewardship the same day and finance reconciles faster.