Virtuous CRM and Salesflare

How to connect Virtuous CRM

What you can automate

  • When new or Updated Contact in Virtuous CRM, find or create contact in Salesflare.
  • When new or Updated Contact Note in Virtuous CRM, find or create contact in Salesflare.
  • When new Form Submission in Virtuous CRM, find or create contact in Salesflare.
  • When new Task in Salesflare, create Task in Virtuous CRM.

About Virtuous CRM

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

Virtuous CRM operations on Zapier

Triggers (4)

Start a workflow when this happens

  • New Form Submission — Triggers on a new form submission.
  • New or Updated Contact — Triggers when a contact is created and/or updated.
  • New or Updated Contact Note — Triggers when a contact note is created and/or updated.
  • New or Updated Gift — Triggers when a gift is created and/or updated.

Actions (7)

Things Salesflare can make it do

  • Create Contact — Creates a contact.
  • Create Contact Note — Creates a contact note.
  • Create Contact Tag — Creates a Tag for Contact.
  • Create Gift — Creates a gift.
  • Create Task — Creates a task.
Show 2 more actions
  • Find Contact — Find a contact by email or reference. Optionally, create one if none are found.
  • Update Contact — Updates a contact

Searches (1)

Look up existing records

  • Find a Contact — Finds a contact by email or reference source and identifier

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