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 Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sell. But now...
Revv has the following triggers available to send donation data to Insightly through Zapier:
- Donation Processed Trigger - data sent to Insightly when a donor makes a one-time donation.
- New Donor Profile Trigger - data sent to Insightly when a new donor joins the organization or updates their details.
- New Subscription Created Trigger - data sent to Insightly when a new recurring donation is made.
- New Lead Created Trigger - data sent to Insightly when a user signs a petition.