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Introduction to CRM Automation
with Zapier
2 © 2020 Sidekick Solutions LLC
Hi, I’m Jessie
Senior Consultant and
Manager, CRM Services
Sidekick Solutions
info@sidekicksolutionsllc.com
In this webinar...
● Automation opportunities
● Approach to automation
● Use cases
● Continuous improvement
Why integrations matter… you use other tools
3
• CRM
• Email marketing
• Event coordination
• Online giving
• Major gift pipeline
• Volunteers
• Accounting
• Email and calendars
• Tasks and to-dos
• Peer to peer
• Reporting and analytics
• …plus others
Opportunities for automation
4
• Eliminate double data entry
• Strengthen reporting and improve data quality
• Expand capability without more human capital/resource
Adoption of new apps
CRM is central hub
Native vs. Zapier integrations
Reasons we’re excited
8
1. 4,000+ integrations in one platform
2. Anyone can build Zaps
3. Custom integrations that fit your workflows
Do you currently have any
native or Zapier integrations?
© 2020 Sidekick Solutions LLC
9
Fundraising
© 2020 Sidekick Solutions LLC
10
Fundraising to CRM
11
• Find (or create) a constituent in CRM
• Create a transaction for one-time and recurring
• Dynamic coding
• Real time sync
Email marketing
© 2020 Sidekick Solutions LLC
12
CRM to email marketing
13
• Accounts with email-only to Mailchimp audience
• Accounts to Mailchimp with groups, tags, merge fields
• Accounts to Mailchimp with specific criteria for enrollment
in automated campaigns
Automated email campaigns
14
• New donor drip campaign
• Birthday notifications
• Annual lapsed donor reminders
• Follow-ups on membership renewal dates
Email marketing to CRM
15
• New subscribes to create constituent accounts
• Log unsubscribes as activities/notes
• Log preference changes as updates to constituent
accounts
eCommerce
© 2020 Sidekick Solutions LLC
16
eCommerce to CRM
17
• Paid orders
• One transaction per order or line item
• Supports line items, shipping, and tax
• Dynamic and scalable
Accounting
© 2020 Sidekick Solutions LLC
18
CRM to Accounting
19
• Find (or create) a customer in QBO
• Create a sales receipt in Undeposited Funds queue
• Dynamic coding of Product/Service and Class
• Real time sync
Dynamic reporting dashboards
© 2020 Sidekick Solutions LLC
20
Reasons for dynamic dashboards
21
1. Non-CRM users need access to data
2. Need up to date lists in real-time
3. More efficient to have a real-time list
4. Need advanced reporting beyond CRM capabilities
Fund activity
Major gift pipeline
Task management
Other solutions
25
• Eventbrite attendee registration and check-in
• Searchable member directory with AirTable
• Video acknowledgements (e.g., Bonjoro)
• Online data collection forms
• Major gift pipeline management
Automation lifecycle
CRM is central hub
Would you like a follow-up about
consulting services?
© 2020 Sidekick Solutions LLC
28
Have questions about integrations?
© 2020 Sidekick Solutions LLC
29
We’re Zapier integration experts that work exclusively with
nonprofits and public sector agencies!
Visit our website
www.SidekickSolutionsLLC.com
or contact us via email
info@sidekicksolutionsllc.com

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Introduction to CRM Automation with Zapier

  • 1. Introduction to CRM Automation with Zapier
  • 2. 2 © 2020 Sidekick Solutions LLC Hi, I’m Jessie Senior Consultant and Manager, CRM Services Sidekick Solutions info@sidekicksolutionsllc.com In this webinar... ● Automation opportunities ● Approach to automation ● Use cases ● Continuous improvement
  • 3. Why integrations matter… you use other tools 3 • CRM • Email marketing • Event coordination • Online giving • Major gift pipeline • Volunteers • Accounting • Email and calendars • Tasks and to-dos • Peer to peer • Reporting and analytics • …plus others
  • 4. Opportunities for automation 4 • Eliminate double data entry • Strengthen reporting and improve data quality • Expand capability without more human capital/resource
  • 7. Native vs. Zapier integrations
  • 8. Reasons we’re excited 8 1. 4,000+ integrations in one platform 2. Anyone can build Zaps 3. Custom integrations that fit your workflows
  • 9. Do you currently have any native or Zapier integrations? © 2020 Sidekick Solutions LLC 9
  • 10. Fundraising © 2020 Sidekick Solutions LLC 10
  • 11. Fundraising to CRM 11 • Find (or create) a constituent in CRM • Create a transaction for one-time and recurring • Dynamic coding • Real time sync
  • 12. Email marketing © 2020 Sidekick Solutions LLC 12
  • 13. CRM to email marketing 13 • Accounts with email-only to Mailchimp audience • Accounts to Mailchimp with groups, tags, merge fields • Accounts to Mailchimp with specific criteria for enrollment in automated campaigns
  • 14. Automated email campaigns 14 • New donor drip campaign • Birthday notifications • Annual lapsed donor reminders • Follow-ups on membership renewal dates
  • 15. Email marketing to CRM 15 • New subscribes to create constituent accounts • Log unsubscribes as activities/notes • Log preference changes as updates to constituent accounts
  • 16. eCommerce © 2020 Sidekick Solutions LLC 16
  • 17. eCommerce to CRM 17 • Paid orders • One transaction per order or line item • Supports line items, shipping, and tax • Dynamic and scalable
  • 18. Accounting © 2020 Sidekick Solutions LLC 18
  • 19. CRM to Accounting 19 • Find (or create) a customer in QBO • Create a sales receipt in Undeposited Funds queue • Dynamic coding of Product/Service and Class • Real time sync
  • 20. Dynamic reporting dashboards © 2020 Sidekick Solutions LLC 20
  • 21. Reasons for dynamic dashboards 21 1. Non-CRM users need access to data 2. Need up to date lists in real-time 3. More efficient to have a real-time list 4. Need advanced reporting beyond CRM capabilities
  • 25. Other solutions 25 • Eventbrite attendee registration and check-in • Searchable member directory with AirTable • Video acknowledgements (e.g., Bonjoro) • Online data collection forms • Major gift pipeline management
  • 28. Would you like a follow-up about consulting services? © 2020 Sidekick Solutions LLC 28
  • 29. Have questions about integrations? © 2020 Sidekick Solutions LLC 29 We’re Zapier integration experts that work exclusively with nonprofits and public sector agencies! Visit our website www.SidekickSolutionsLLC.com or contact us via email info@sidekicksolutionsllc.com