Fundraising teams: capture donor receipts into your CRM instantly

Development officers miss donor records when receipts stay trapped in accounting, causing missed stewardship. It upserts contacts and donation records into the CRM so officers start follow-up quickly.

Overview

Donations get lost when receipts live only in accounting, putting stewardship and reporting at risk. This workflow turns each receipt into an accurate donor profile and donation record in your CRM, so development officers can act immediately. Organizations report faster response times and far fewer missed follow-ups when receipts map directly to CRM records.

Notable Features

Upsert contacts from receipts
Create donation opportunities automatically
Alert development officers for follow-up