Wealthbox CRM Integrates with Revv using Zapier

Revv is a powerful fundraising and donation platform that will raise your organization more money with innovative features. Revv integrates with the platforms you already use for crm.

You already know that Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.. But now...

Revv has the following triggers available to send donation data to Wealthbox CRM through Zapier:

• Donation Processed Trigger - data sent to Wealthbox CRM when a donor makes a one-time donation.
• New Donor Profile Trigger - data sent to Wealthbox CRM when a new donor joins the organization or updates their details.

• New Subscription Created Trigger - data sent to Wealthbox CRM when a new recurring donation is made.
• New Lead Created Trigger - data sent to Wealthbox CRM when a user signs a petition.