Grassrootz now integrates with Zapier ⚡
What is Zapier?
Zapier is an online application that helps you automate your workflow and tasks. It can connect your Grassrootz account to 7,000+ other applications, with no coding required, allowing you to reduce manual work and save time.
Zapier works by creating automations known as Zaps. These Zaps have a trigger and an action and can be set up without assistance from a Developer.
For example, you can use our Zapier integration to connect Grassrootz with Hubspot so that whenever a fundraiser signs up to a Grassrootz campaign (Trigger), a new contact record is created in Hubspot (Action).
Continue reading to find out…
1. What you can do with Zapier
2. How to get started with Zapier
3. Available Grassrootz triggers
4. Example Zaps
What you can do with Zapier
Because Zapier can connect your Grassrootz account to 7,000+ applications, there are endless possibilities for what you could automate. You can export fundraiser, donor and sale/registration data to any tool you use to keep your data in sync or to streamline your fundraising campaign management.
Below are just some of the applications you can integrate with via our new Zapier integration.
CRMs – Salesforce | Hubspot | Zoho | Microsoft Dynamics 365
Email and Marketing Automation – Mailchimp | Campaign Monitor | ActiveCampaign | Marketo | Ortto
To view all of the available applications, search the Zapier Apps database.
How to get started with Zapier
Our Grassrootz and Zapier integration is free for all Grassrootz members.
Zapier has a free plan that allows unlimited zaps and 100 tasks/month. If you need more functionality from Zapier, its paid plans start from $30AUD or $34NZD per month. You can create an account here.
Step 1: Once your Zapier account is created you will need to contact the Grassrootz Support Team and request your organisation’s Client Key and Secret Key as these are required when setting up your first Zap to protect your organisation’s data.
Step 2: Visit the Grassrootz Integrations page on the Zapier website and follow the prompts to create your first Zap. You will see the below instructions when setting up your first Zap which is where you will need to enter the details mentioned in Step 1. This will connect your Grassrootz and Zapier accounts and allow your data to be sent to your desired application.
Available Grassrootz Triggers
We currently support the below triggers:
Donation Received – Triggers when a new Donation is made to any of your campaigns.
Donation Updated – Triggers when a Donation is updated in any of your campaigns.
Fundraiser Created – Triggers when a new Fundraiser is created in any of your campaigns.
Fundraiser Updated – Triggers when a Fundraiser is updated in any of your campaigns.
Sale Received – Triggers when a new Sale is received in any of your campaigns.
Sale Updated – Triggers when a Sale is updated in any of your campaigns.
When building your Zap using one of the triggers above, you can choose which data points to send to your selected application.
For example, using the Fundraiser Created trigger you will be able to send First Name, Last Name, Address, Phone Number, Target Amount, Raised Amount, Campaign Name, Page URL and more to your chosen application – instantly!
Example Zaps
Below are some example Zaps you could set up to help save you time and keep your data in sync…
Create or update Salesforce contacts when a Grassrootz fundraiser is created
Add a new donor to a Mailchimp list
Receive Slack notifications when a Grassrootz ticket is sold
Update ActiveCampaign contacts when Grassrootz fundraisers are updated
Questions or feedback?
We have developed this integration to help our members save time and create successful fundraising campaigns on Grassrootz. If there is a particular data point or pre-made Zap you would like us to create, get in touch with our team.
Happy Zapping ⚡
