Create donor records in CRM from new donors
Create donor records in CRM from new donors
Your new donor records may not reach the CRM, leaving fundraising staff without contact records for timely stewardship. It creates constituent records so you can send welcome messages same day.
Overview
When new donors in your fundraising platform don't land in the CRM, stewardship slows and first outreach is delayed. This flow guarantees every new donor becomes a constituent record so fundraising staff can send welcome messages and begin stewardship the same day.