Google Sheets + Virtuous CRM

Track new or updated gifts in Virtuous CRM by creating multiple rows in Google Sheets

Track and organize your gift data efficiently with this workflow between Virtuous CRM and Google Sheets. When there is a new or updated gift in your Virtuous CRM, a corresponding series of rows is immediately created in your Google Sheets to keep your records up-to-date. This automation ensures you have real-time access to your gift information, solving the problem of manually updating your spreadsheets, thus saving you time and improving accuracy.

Track and organize your gift data efficiently with this workflow between Virtuous CRM and Google Sheets. When there is a new or updated gift in your Virtuous CRM, a corresponding series of rows is immediately created in your Google Sheets to keep your records up-to-date. This automation ensures you have real-time access to your gift information, solving the problem of manually updating your spreadsheets, thus saving you time and improving accuracy.

  1. When this happens...
    Virtuous CRMVirtuous CRM
    New or Updated Gift

    Triggers when a gift is created and/or updated.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Multiple Spreadsheet Rows

    Create one or more new rows in a specific spreadsheet (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Contact status

    Trigger
    Instant
    Try It
  • Virtuous CRM triggers, actions, and search

    New Form Submission

    Triggers on a new form submission.

    Trigger
    Instant
    Try It
    • Contact idRequired

    • TypeRequired

    • NoteRequired

    • Note date time

    • Important

    • Private

    • Time spent

    Action
    Write
    • Task TypeRequired

    • TaskRequired

    • Description

    • Due Date TimeRequired

    • OwnerRequired

    Action
    Write
    • Contact note status

    Trigger
    Instant
    Try It
    • Gift status

    Trigger
    Instant
    Try It
    • Tag NameRequired

    • Contact idRequired

    Action
    Write
    • Contact NameRequired

    • Contact TypeRequired

    • Is Private

    • Nickname

    • Label

    • Address 1

    • Address 2

    • City

    • State Code

    • Zip Code

    • Country

    • Is Primary Address

    • Latitude

    • Longitude

    • Description

    • Website

    • Is Archived

    • Reference Id

    • Reference Source

    Action
    Write
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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virtuous-crm logo
virtuous-crm logo

About Virtuous CRM

Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.

Related categories

  • CRM (Customer Relationship Management)
  • Fundraising

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