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Bloomerang + zapier automating pay pal donations

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Bloomerang
Bloomerang

Fundraise smarter and more effectively by automating the entry of donations processed by PayPal in your Bloomerang database. Learn how you can use the Bloomerang Zapier app with PayPal to sync new donations and how automation with PayPal can be an integral part of your fundraising efforts.

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Bloomerang + Zapier Automating donations from PayPal to Bloomerang
YOUR PRESENTER Jessie Gilchrist Zapier Certified Expert & Bloomerang Integrations Consultant Sidekick Solutions jessie@sidekicksolutionsllc.com BLOOMERANG + ZAPIER
● Bloomerang + Zapier integration ● Explore using Bloomerang Zapier app to: ○ Sync PayPal donations to Bloomerang ○ Dynamically code Fund, Campaign, and/or Appeal Agenda BLOOMERANG + ZAPIER
Are you currently using Zapier? Are you using Zapier with Bloomerang? Poll BLOOMERANG + ZAPIER
Bloomerang + Zapier BLOOMERANG + ZAPIER
What is Zapier? BLOOMERANG + ZAPIER Zapier connects Bloomerang to more than 3,000 apps!
1. 3,000+ integrations in one platform 2. Anyone can build Zaps 3. Custom integrations that fit your workflows Reasons we’re excited BLOOMERANG + ZAPIER
Connecting PayPal and Bloomerang to Zapier BLOOMERANG + ZAPIER
Connecting Bloomerang BLOOMERANG + ZAPIER
Connecting PayPal BLOOMERANG + ZAPIER
Standard Donation Sync BLOOMERANG + ZAPIER
For successful sales, find or create the constituent in Bloomerang and create a donation on the constituent’s timeline. Standard donation sync BLOOMERANG + ZAPIER
Successful Sale BLOOMERANG + ZAPIER
Find/Create Constituent BLOOMERANG + ZAPIER
Format Date BLOOMERANG + ZAPIER
Create Donation BLOOMERANG + ZAPIER
Let’s take a quick break for questions! Questions BLOOMERANG + ZAPIER
Dynamic Donation Coding BLOOMERANG + ZAPIER
Configure PayPal button BLOOMERANG + ZAPIER
By adding lookup steps, we can dynamically code the Fund, Campaign, and/or Appeal on a donation. Dynamic coding BLOOMERANG + ZAPIER
Fund Lookup BLOOMERANG + ZAPIER
Campaign Lookup BLOOMERANG + ZAPIER
Update Create Donation BLOOMERANG + ZAPIER
1. Line item support 2. Trigger multiple workflows 3. Filter out donations from certain platforms Advanced use cases BLOOMERANG + ZAPIER
Bloomerang is central. Use integrations to supplement your Bloomerang experience. BLOOMERANG + ZAPIER
1. Sign up for Zapier 2. Connect Bloomerang and PayPal to Zapier 3. Configure your Zap 4. Activate Zap and monitor it Getting started BLOOMERANG + ZAPIER
Get in touch Jessie Gilchrist Zapier Certified Expert & Bloomerang Integrations Consultant Sidekick Solutions jessie@sidekicksolutionsllc.com BLOOMERANG + ZAPIER
BLOOMERANG + ZAPIER Consulting for your Bloomerang Zaps We’re Bloomerang integration experts that work exclusively with nonprofits! www.SidekickSolutionsLLC.com/Bloomerang

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