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 Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards giv. But now...

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

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

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