Keep fundraising website donor records up to date from CRM

Application managers in fundraising see donor status mismatches on public pages, risking donor trust. This flow pushes CRM status and contact updates to the website so stakeholders view accurate donor records.

Overview

Public donor pages that don't match your CRM undermine donor trust and complicate reporting. This workflow ensures CRM status and contact changes flow to the website, eliminating public mismatches and giving fundraising staff a single source of truth. Teams report fewer reconciliation issues and cleaner audit trails.

Notable Features

Send status updates to website
Validate contact fields before publish
Log change history for audits