Create or update recurring donation records in CRM
Create or update recurring donation records in CRM
Subscription status changes aren't matched to donation records, causing stewardship gaps. It creates accurate recurring donation and opportunity records so stewardship and reports are current same day.
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Overview
When membership subscriptions change, your fundraising and stewardship processes need to reflect those changes immediately. This flow creates or updates recurring donation and Opportunity records automatically so development managers can reconcile gifts and steward members the same day.