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Zapier Integration & Ways to Use It

With the Zapier + The Giving Block integration, nonprofits can now connect their fundraising data to almost all of their favorite nonprofit tools (over 5,000+ apps)that you use everyday. This includes your CRM of choice, marketing tools, accounting software, and so much more.

  • This means no more moving data between systems manually - once you set up a Zap, all of your donation data from The Giving Block will flow automatically. ??

We know that time is a huge resource in the nonprofit world & our Zapier integration allows you to streamline your operations - leaving more time for what matters most. In this article, we�ll explore what Zapier is, what a �zap� entails, and ways nonprofits can leverage Zapier to enhance their workflow. 

 

Getting started with Zapier

Ready to get started with this simple automation today? This integration is available for all Giving Block clients at no additional cost. Just complete the integration request form here to receive API login & installation instructions from us!

What is Zapier?

Zapier is an automation platform that connections different platforms, allowing them to work together seamlessly. Think of Zapier like a bridge between your favorite tools - without any complex code or development work necessary! You can connect other apps you use with The Giving Block (this is called making a �zap) in just a few easy steps.

 

What is a Zap?

A zap is an automated action that connects two or more apps to perform a task, without any manual work or coding necessary. A zap consists of a trigger and an action � where the trigger in one app initiates an action in another. For example, if someone donates to your nonprofit through The Giving Block (the trigger), a zap can automatically add their information into your CRM, send a thank you email, and create a task for follow-up (the action). 

 

What are ways to use Zapier with The Giving Block?

There are endless - literally hundreds - of ways to use the Zapier + The Giving Block integration, as it�s compatible with your favorite CRMs, marketing tools, accounting software, and more. Examples of ways to use Zapier with The Giving Block include:

  • Automate Donation Acknowledgements: Create a zap to automatically send a personalized thank-you email to donors who contribute through The Giving Block. This ensures your donors receive timely communication that shows your appreciation, without manual effort from your team. Zap examples include:
    1. Send personalized thank you emails via Gmail for new donations via The Giving Block.
    2. Send personalized thank you emails via Outlook for new donations via The Giving Block
  • Update Your CRM: Nonprofits can also create a zap to automatically add new donor data from The Giving Block into your CRM. Rather than having to export a CSV file, import it into your CRM, and then map the data - you can just create a zap and it will do the rest! Zap examples include: 
    1. Update CRM donation records in real-time for new donations via The Giving Block. This includes Bloomerang, Virtuous, Little Green Light, EveryAction, Microsoft Dynamics 365, HubSpot, DonorDock, and more.
  • Real-time Notifications: Want your fundraising team to receive quick notifications for every donation you receive from The Giving Block? You can set-up a zap that will automate sending an instant message notification to your team for new donations. Zap examples include:
    1. Send Slack channel messages for new donations via The Giving Block.
    2. Send Teams channel message for new donations via The Giving Block
  • Donor Engagement Campaigns: Zapier can also help you automate your team�s donor engagement campaigns, including those specifically for non-cash asset donors. Planning donor engagement for an upcoming crypto fundraising campaign? Add all your donors via The Giving Block to a mailchimp list to make it easy for your team to compile! Zap examples include:
    1. Add new The Giving Block donors to Mailchimp lists.
    2. Add Google Sheet rows for new donations via The Giving Block.
  • Financial Reporting: Along with streamlining the process for your fundraising team, you can do the same for your accounting team! With Zapier, nonprofits can automate the process of having donation & donor information flow directly into QuickBooks. Zap examples include:
    1. Create payments in QuickBooks from new donations via The Giving Block
    2. Create QuickBook customers from new The Giving Block donations

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