Fundraising teams capture donor leads from payments instantly

Fundraising staff miss outreach when online gifts aren't logged, causing stewardship gaps. Creating CRM leads for each payment ensures prompt follow-up and accurate donation records.

Overview

Missed or late donor entries create stewardship gaps and sloppy reporting that hurt fundraising outcomes. This workflow turns every payment into a CRM lead and donation record so fundraisers start outreach quickly and finance keeps clean records, eliminating manual entry and reducing missed follow-ups.

Notable Features

Create donor leads automatically
Update donation amounts on contact
Notify fundraisers on new gifts