Popular Zapier Integrations

Step-by-step guides for connecting CauseVox to popular apps via Zapier.

Before You Start

1. Connect CauseVox to Zapier
2. Make a test donation so you have sample data
3. Have your destination app account ready

Salesforce

Push donation and donor data to Salesforce to create contacts and track giving.

Note: Salesforce requires Zapier's premium plan. Nonprofits can get this free.

Setup Steps

1. Create a new Zap with CauseVox as trigger
2. Select New Donation as the trigger event
3. Test the trigger to pull sample data
4. Add Salesforce as the action app
5. Select Create Contact as the action
6. Connect your Salesforce account

Field Mapping

Salesforce Field	CauseVox Field
Last Name	Donor Last Name
First Name	Donor First Name
Email	Donor Email
Mailing Street	Donor Address Line 1
Mailing City	Donor City
Mailing State	Donor State
Mailing Zip	Donor Zip Code
Mailing Country	Donor Country

Mailchimp

Automatically add donors to your email list for ongoing communication.

Setup Steps

1. Create a new Zap with CauseVox as trigger
2. Select New Donation as the trigger event
3. Add Mailchimp as the action app
4. Select Add/Update Subscriber as the action
5. Connect your Mailchimp account
6. Select your audience/list

Field Mapping

Mailchimp Field	CauseVox Field
Email	Donor Email
First Name	Donor First Name
Last Name	Donor Last Name

Tips

• Use tags to identify donors by campaign
• Set up separate Zaps for donors vs. fundraisers

Constant Contact

Add donors and fundraisers to your Constant Contact lists.

Setup Steps

1. Create a new Zap with CauseVox as trigger
2. Select New Donation (for donors) or New Personal Page (for fundraisers)
3. Add Constant Contact as the action app
4. Select Create Contact as the action
5. Connect your Constant Contact account
6. Select your list

Field Mapping

Constant Contact Field	CauseVox Field
Email Address	Donor Email
First Name	Donor First Name
Last Name	Donor Last Name

Google Sheets

Log donations to a spreadsheet for easy tracking and reporting.

Setup Steps

1. Create a new Zap with CauseVox as trigger
2. Select New Donation as the trigger event
3. Add Google Sheets as the action app
4. Select Create Spreadsheet Row as the action
5. Connect your Google account
6. Select your spreadsheet and worksheet

Recommended Columns

Create a spreadsheet with these column headers:

Column	CauseVox Field
Date	Created At
Donor Name	Donor Display Name
Email	Donor Email
Amount	Donation Amount
Campaign	Campaign Name
Page	Personal Page Display Name
Type	Type (one-time/recurring)

Bloomerang

Sync donations with your Bloomerang donor database.

Setup Steps

1. Create a new Zap with CauseVox as trigger
2. Select New Donation as the trigger event
3. Add Bloomerang as the action app
4. Select your action (Create Constituent, Create Transaction)
5. Connect your Bloomerang account
6. Map fields appropriately

Integration Package

For a managed setup with consultant support, contact support@causevox.com about the Bloomerang Integration Package.

Kindful

Push donor and donation data to Kindful.

Setup Steps

1. Create a new Zap with CauseVox as trigger
2. Select New Donation as the trigger event
3. Add Kindful as the action app
4. Select Create Contact or Create Transaction
5. Connect your Kindful account
6. Map the fields

QuickBooks

Send donation data to QuickBooks for accounting purposes.

Setup Steps

1. Create a new Zap with CauseVox as trigger
2. Select New Donation as the trigger event
3. Add QuickBooks as the action app
4. Select your action (Create Sales Receipt, Create Customer)
5. Connect your QuickBooks account
6. Map donation fields to QuickBooks fields

Tips

• Create a dedicated income account for donations
• Include campaign name for tracking

Common Field Mappings

Most integrations use similar CauseVox data. Here's a reference:

Donor Information

CauseVox Field	Description
Donor First Name	Donor's first name
Donor Last Name	Donor's last name
Donor Email	Donor's email address
Donor Display Name	How donor wants to appear publicly
Donor Company Name	Organization name (if provided)

Address Fields

CauseVox Field	Description
Donor Address Line 1	Street address
Donor Address Line 2	Apt/Suite (if provided)
Donor City	City
Donor State	State/Province
Donor Zip Code	Postal code
Donor Country	Country

Donation Information

CauseVox Field	Description
Donation Amount	Gross donation amount
Created At	Date and time of donation
Type	one-time or recurring
Status	completed, pending, refunded
Campaign Name	Which campaign received the donation
Site Title	Name of the fundraising site

Fundraising Page Information

CauseVox Field	Description
Personal Page Display Name	Fundraiser's page name
Personal Page Email	Fundraiser's email
Team Name	Team name (if applicable)
Org Name	Organization name (if applicable)

Troubleshooting

Duplicate Records

• Add a filter to check if record already exists
• Use "Update or Create" actions when available

Missing Data

• Test with a real donation that has all fields filled
• Combine "New" and "Update" triggers for complete data

Wrong Campaign Data

• Add a filter step to only process specific campaigns
• Use Campaign Title or Campaign ID as filter criteria

Related Articles

• Zapier Integration
• Integration Overview