Our Zapier/Raiser’s Edge NXT connector means your database can automatically send and receive data to and from:
other databases such as Zoho CRM, Salesforce and Microsoft Dynamics
services like Google Calendar, EventBrite and WordPress
email senders such as MailChimp, Constant Contact and Campaign Monitor.
Meaning that all your basic tasks can be automated.
‘Send my boss an email every time a new prospect is added to the database’
‘Record emails I choose from Yahoo/Outlook/Gmail in Raiser’s Edge as actions’
‘Keep MailChimp mailing list in sync with my Raiser’s Edge constituents (including email opt-outs)’
‘Add a Google Calendar reminder for my Raiser’s Edge constituents’ birthdays’
‘Add someone to a Campaign Monitor automated email campaign when they donate’
‘Tidy new addresses when they are added to Raiser’s Edge (pass through an address checker)’
‘Append social information to a record automatically when it is added to Raiser’s Edge’
‘Add constituents with a specific cons code to a Google spreadsheet’
How does it work?
Pick a trigger that sets your Zap into motion (ie. a new email address has been added to an RE NXT record).
Zaps complete actions while you get on with your other work (In this example, the Zap could automatically sync the email address and contact information for the record to a MailChimp list)
Examples of SmartSYNC in action
FAQs
We have set up a Helpdesk section about Zapier. If you have any questions about Data Privacy, Costing Plans or Problems with your Feed, please visit the Helpdesk here.