Virtuous CRM and Salesflare
How to connect Virtuous CRM
- Via Zapier — 12 operations available. Set it up ↗
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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