When Fundraise Up doesn't have a first-party Integration for something, and neither does your core CRM , we recommend using Zapier's incredible automation tools for getting the data that extra mile!
When to use Zapier
Fundraise Up is built with Integrations as a first priority - the reality of fundraising is that you will, somewhere, have a CRM that lets you see all your records together, and we want to make getting that data there as seamlessly as possible. So, we build in first-party Integrations for the CRMs we encounter most (Bloomerang/Kindful/Salesforce/Raiser's Edge/etc), and often, those CRMs also have integrations to get your data centrally out to any associated tools (Mailchimp, Constant Contact, QuickBooks, etc).
Zapier helps us fill in the gaps for the specific cases where you:
- only need to use Fundraise Up data,
- need to perform something we don't provide in our stock integrations,
- don't need to have your activities recorded in your core CRM.
Connecting Fundraise Up to Zapier
FIRST STEP - Accept Invitation: Go to https://zapier.com/platform/public-invite/4116/36a3fe15412fad0965588e3e72ad2ba1
Need a Zapier account? Apply for non-profit pricing here.
Log in into your Zapier account, or create a new one.
Once you are logged into Zapier, click Accept Invite & Build a Zap.
To connect your Zapier account to Fundraise Up, go to Connected Accounts, and enter 'Fundraise Up' into the search box.
Click on the Fundraise Up logo in the dropdown list.
Once you click in the Fundraise Up logo, you will see a screen asking you to enter your Fundraise Up API key. You can retrieve your Fundraise Up API key by going to Settings > Integrations > Zapier in your Fundraise Up Dashoard.
Enter the Fundraise Up API key and click Yes, Continue.
Your Zapier is now connected to your Fundraise Up account. You can verify it by going to https://zapier.com/app/settings/authorizations. You should see this: