Givebutter + OnePageCRM

Create Givebutter contacts from new OnePageCRM contacts

Easily manage your contacts across platforms with this efficient workflow. When you add a new contact in OnePageCRM, this automation creates a corresponding contact in Givebutter, ensuring your contact lists stay up-to-date and organized. Stay focused on building relationships without the manual work of updating multiple platforms.

When this happens...
New Contact
Triggers when a contact is created.
TriggerScheduled
automatically do this!
Create Contact
Creates a Contact. If there is a contact that already exists with the same First and Last Name, as well as the same Email Or Phone, we will automatically deduplicate and merge the contact, otherwise a new contact will be created. If you'd like to always create a new contact regardless of the deduplication logic, pass the force_create parameter as true.
ActionWrite

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Supported triggers and actions

- Contact ID
Trigger
Scheduled
Try It
- Filter by Type
Trigger
Instant
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Scheduled
Try It
- Contact ID
Trigger
Scheduled
Try It
- Deal Status
- Filter by Deal Name
- Filter by Custom Filter
- Filter by Tag
Trigger
Scheduled
Try It

- Contact IDRequired
- TextRequired
- Type
Action
Write
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Write

- Contact IDRequired
- TextRequired
Action
Write
- Deal IDRequired
- Name
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Search phrase
- Deal ID
Action
Search
- Search Phrase (name, email or phone)
- Contact ID
- Include My Team Contacts
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Search or write
New Campaign
Triggers when a new campaign is created.
Trigger
Instant
Try It
New Transaction
Triggers when a new transaction is created.
Trigger
Instant
Try It
- First 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
Action
Write

Completed Next Action
Triggers when a next action is completed.
Trigger
Instant
Try It
- Contact ID
Trigger
Scheduled
Try It
- Deal Status
- Filter by Deal Name
- Filter by Custom Filter
- Filter by Tag
Trigger
Scheduled
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Scheduled
Try It
- Contact IDRequired
- Comment
Action
Write
- Contact IDRequired
- Result
- Text
- Phone Number
- Via
- Notify users
Action
Write
- Contact IDRequired
- NameRequired
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Starred
Action
Write
- Search Phrase (name, email or phone)
- Contact ID
- Include My Team Contacts
Action
Search
- Search phrase
- Access
- User ID
Action
Search
- Search phrase
- Deal ID
- Contact IDRequired
- NameRequired
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Search or write
New Ticket
Triggers when a new ticket is issued.
Trigger
Instant
Try It
Updated Campaign
Triggers when a campaign is updated.
Trigger
Instant
Try It

About Givebutter

Givebutter is a fundraising platform that helps you raise money online with donation forms, team fundraising campaigns, and ticketing.

Related categories

Fundraising

About OnePageCRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

Learn more