Create new NeonCRM accounts for each new Givebutter transaction
Simplify your fundraising efforts with this streamlined workflow. Whenever there's a new transaction made in Givebutter, an account will be instantly created in NeonCRM. This efficient process not only saves valuable time but also ensures every donor is accounted for in your CRM without any manual data entry.
Simplify your fundraising efforts with this streamlined workflow. Whenever there's a new transaction made in Givebutter, an account will be instantly created in NeonCRM. This efficient process not only saves valuable time but also ensures every donor is accounted for in your CRM without any manual data entry.
- When this happens...New Transaction
Triggers when a new transaction is created.
- automatically do this!Create Account
Creates a new account.
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New Campaign
Triggers when a new campaign is created.
Try ItNew Transaction
Triggers when a new transaction is created.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Primary Email
Primary Phone
Primary Address Line 1
Primary Address Line 2
Primary Address City
Primary Address State
Primary Address Postal Code
Primary Address Country
Email
Type
Phone Number
Type
Address Line 1
Address Line 2
City
State
Country
Postal Code
Date of Birth
Company
Title
Twitter URL
LinkedIn URL
Facebook URL
Tags
Force Create
New Activity
Triggers when a new activity is created.
Try It