Connecting Kindful CRM to Fundraise Up

Make Fundraise Up talk to your CRM by enabling our Kindful integration, which sends data in near real-time and helps centralize your data in one place.

Choose Kindful on the Integrations page in Settings

In your Fundraise Up dashboard, click your org's name in the top right, click Settings, and in the left-hand menu of your Settings area, choose Integrations.

On the Integrations page, click Add integration and choose Kindful from the available options to be directed to the Kindful Integration page.

 

Connect your Kindful Account

Click the Connect Kindful button. This will then send you to Kindful, where you must log in (or be logged in) to a Kindful account.

After this, Kindful will ask for your permission to allow Fundraise Up to send data to Kindful. Approve this, and you are connected.

Wrapping Up

We do recommend customize your integration's setup to match your more personalized data in Kindful better, so please do review our Customizing the Kindful Integration article at your convenience.

The Integration is paused when first connected - once you're happy with your Integrations' setup, don't forget to scroll to the bottom and click the Enable Automatic Sync button so that new donations start syncing in real-time!