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Create donor opportunity and attach contact from payments

Create donor opportunity and attach contact from payments

Your donation payments arrive without linked donor records, causing reconciliation gaps. Create an opportunity and attach the donor contact so fundraisers can reconcile gifts same day.

Create donor opportunity and attach contact from payments

Overview

When payment events don't populate your CRM, donor records and stewardship slip; this flow creates donation opportunities and links donors so fundraisers can reconcile and acknowledge gifts the same day. It cuts manual entry and gets gift records ready for accounting within minutes.

Create donor opportunity and attach contact from payments