Charity CRM integrations

You can manage Direct Debits through Access Paysuite. With this integration, you can collect regular donations accurately, efficiently and seamlessly within a scalable platform. All you need to do is enter your new Direct Debit into Charity CRM, which is then logged with the bank before payments are reported back into the CRM.

Find out more about Access PaySuite

Access Charity Websites is our out-the-box website builder solution. You can easily connect Access Charity Websites to Charity CRM as part of our Access Workspace package.

Integrating these platforms allows key information to filter from your website through to the CRM. This, in turn, provides deeper insights into how your supporters engage with your website including event sign-ups, volunteer role sign-ups, and donations.

Integrating these platforms can also support you to:

• Remain compliant with GDPR
• Match website conversion data to final figures
• Streamline payment processing
• Create a connected, trackable donor journey

Read our article to discover the 6 benefits of integrating a charity website with a CRM

Integrating with this solution reduces the need for rekeying information into your finance package by sending Journals to Access Financials. You can also send customers and invoices to Access Financials and then track payment of the invoice.

Find out more about Access Financials

Integrating with volunteer management software such as Assemble will provide details surrounding volunteering and the volunteer journey. This information can include where they are within the onboarding process, their rota and both their quantitative and qualitative impact within the respective role.

Integrating Assemble with a charity CRM - such as Access Charity CRM - allows both platforms to be updated with information from the outset. For example, if a volunteer’s contact details are updated within this system, it will feed through to Assemble. This import of information can also move in the opposite direction.

This integration allows you to use our Microsoft Add-ins for Word and Outlook to log documents and emails into Charity CRM. We also have an Add-in for Excel that will let you log a selection of records and then use these to drive selections into the CRM. These will soon be available in Office 365, allowing you to use them in web versions of the product.

Find out more about Microsoft packages

This integration allows you to submit your Gift Aid electronically to HMRC! Our functionality will load payments that are eligible for Gift Aid into a claim and then submit the details of these electronically to HMRC for processing.

Integrating with JustGiving creates a direct connection to this platform, importing the details of your fundraisers, their fundraising pages, donors, and donations into Charity CRM. This enables you to easily thank and build relationships with them.

Find out more about JustGiving

Integrating Mailchimp with Charity CRM can provide valuable insights and data for managing email marketing campaigns, donor communication, and engagement. Common information can include:

• Subcriber lists
• Email campaign metrics
• Donor segmentation
• Automation workflows
• Subscription preferences
• Email engagement history

Find out more about Mailchimp

Build your marketing segments in Charity CRM and then push them to DotDigital as contacts lists which you can send campaigns to. Tracking information will be read back into Charity CRM, allowing you to see the responses and judge the success of the respective campaign.

Find out more about DotDigital

Integration with Loqate allows you to search for supporter addresses; reducing the risk of typos to ensure that you track duplicates and keep your data in the best shape. This integration also validates supporters’ bank details at entry, meaning that you can claim Direct Debits as quickly as possible.

Find out more about Loqate

Reduce the need for rekeying information into your finance package by sending Journals to Sage or Xero by using our Make connector.

Find out more about Sage

Integrating with Twilio sends SMS messages directly from Charity CRM. In addition, you can also use Make to connect with a number of Twilio’s  other functionality.

Find out more about Twilio

Connecting with Eventbrite will pull the details of your events, bookings and attendees into Charity CRM. By doing this, you can swiftly and simply allow supporters to book onto your events and see their bookings within the CRM.

For Eventbrite, you need to set up three templates which include:

• Events - https://vimeo.com/877923657/384bd70fb4
• Tickets (we are still waiting for this template to be published, so please get in touch and we can supply a link - https://vimeo.com/877923199/a02e392201
• Bookings - https://vimeo.com/877923301/4e47c40153

Find out more about Eventbrite

Use a Google Form to collect data either within your organisation or on your website. You can then connect this to the API through Make to avoid having to manually import the information.

Integrating SurveyMonkey with Charity CRM can provide valuable insights and data for gathering feedback, conducting research, and understanding stakeholder preferences.

Find out more about SurveyMonkey

Access has a template in Make that enables Charity CRM to connect to Gmail as a blind copy service. This means that if you forward/copy an email to a message box, it will record it within the contact communication history section within the CRM.

Find out more about Gmail

Send details of registrations, donations, or event bookings from your Drupal website directly into the CRM to free yourself from continuous importing of information.

Find out more about Drupal