NeonCRM is officially out of Zapier’s beta testing program! Now all of our clients can enjoy 1,000+ app integration options using this powerful automation tool. With Zapier, you can set up workflows (known as ‘Zaps’) that link your favorite apps to Neon. The best part is, there’s no coding required. These workflows can be set up in minutes, saving you and your team hours of time spent on tedious manual tasks like data entry and operational processes.
Get ready to make your life a whole lot easier with our top 10 favorite app automations:
Love Google Forms, but hate manually entering responses into your CRM? Use this Zapier automation to place the responses from your Google Forms into NeonCRM as a new individual account. Now your team can skip all the manual data entry and focus on carrying out your organization’s mission.
Note: To use this integration, you will need First Name and Last Name as fields on your Google Form.
Trying to sort through spreadsheets of new donor information days or even weeks after receiving them can be a huge hassle. That’s why we’re big fans of this handy little automation. It immediately logs any new or updated Donorbox donors into NeonCRM’s people tracking. Say goodbye to wasted time exporting and importing spreadsheets!
Add new Shopify customers as individual accounts
You want the best checkout experience for your online store, but slogging through lists of new customers and getting them loaded into your nonprofit CRM can become pretty tedious. Ditch the busy work by using Zapier to automatically send new customers from Shopify into NeonCRM as new individual accounts. Then you’ll be free to start the follow-up process, turning customers into long-term donors.
There’s nothing worse than trying to swiftly run through a call list, only to remember you have to manually update each activity in your database one by one. That’s why you should use Zapier to link NeonCRM to Google Sheets. This Zap will allow you to import activities into a designated NeonCRM account, by creating an activity in Neon every time a new row is added to your Google Sheet.
People love a good shout-out. Create some buzz around your appeals by automating your Twitter account to announce every new donation you receive in NeonCRM. This will encourage people to donate to your campaign, keeping the cycle going.
Note: To filter out gifts that have been marked ‘Anonymous’ in NeonCRM, you can add a filter step to this automation
Prefer using Google Sheets to perform your mail merging for donor letters? Then automate that list by pushing each new gift put into NeonCRM into Google Sheets. That way, there’s no need to download a report and upload it.
Note: Donation Campaign information will not be pulled from NeonCRM using Zapier.
Go above and beyond a thank you letter and send donors something special, without having to waste time printing labels or stuffing envelopes. Zapier simplifies the stewardship process by making it so that every time a NeonCRM donation happens, a specially designated gift is sent through Printfection.
Note: The donor must have an address in NeonCRM.
Got a large list of donations that you received outside of Neon? Get that information into your database and ensure all your donors get a thank you email using this handy Zap. Simply enter a new row labeled ‘Donation Information’ and Zapier will add that to information to NeonCRM while also triggering a thank you email. Easy as pie!
Use your own Gmail account to send follow up reminders to your constituents when you have a meeting or phone call planned by using Zapier to automate the process. All you need to do is set up the automation, and once an activity is triggered in your NeonCRM, Zapier will send an email through Gmail to the appropriate account.
Show a little extra appreciation to your donors with little to no time cost by letting Zapier and Lob do all the work. Every time a donation comes into NeonCRM, this Zap will automatically send out a postcard through Lob.
These are only a few of the endless options available when you use Zapier with NeonCRM. Ready to get started? Sign up today and learn more about all of the Zaps available through Zapier.