Give to ZBS CRM Connector

Give to ZBS CRM connector connects your GiveWP donations to your Zero BS CRM.

Keep your Donors happy by utilising Zero BS CRM's management tools …

Author:https://zerobscrm.com (profile at wordpress.org)
WordPress version required:4.2
WordPress version tested:5.3.3
Plugin version:1.2.1
Added to WordPress repository:14-07-2017
Last updated:29-05-2020
Warning! This plugin has not been updated in over 2 years. It may no longer be maintained or supported and may have compatibility issues when used with more recent versions of WordPress.
Rating, %:0
Rated by:0
Plugin URI:http://zerobscrm.com
Total downloads:804
Active installs:10+
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Combine the power of Give WP and Zero BS CRM and automatically track donors and donations in Zero BS CRM.

An essential plugin for all Give users: Connect GiveWP to ZBS CRM

Get More Donations via Give:

  1. Incredibly simple: Install and forget automation
  2. Fully Leverage: Your donor data in Zero BS CRM’s management tools
  3. Free: This extension is free for all Give and Zero BS CRM users

Why add a CRM to Give?

Give is a useful donation platform as it is. Zero BS CRM is the no-nonsense CRM for WordPress. Keep your Donors happy by utilising Zero BS CRM’s management tools. Make Notes. Send Follow Ups. Tag and Segment your donors. Supercharge this process with ZBS Extensions and Give Addons.

Never miss a donation again by capturing your donations into Zero BS CRM. Manage your donors just like you’d manage your customers. Follow up with your Donors by utilising Zero BS CRM’s management tools to keep your donors happy.

Utilise all the features of Zero BS CRM

You are running Give and want to power up your management of the people who donate to your cause. Enter Zero BS CRM. Through using Give to ZBS you can capture your Donors into your ZBS CRM.

Automatically Capture:

  • Donor information
  • First Name
  • Last Name
  • Email
  • Donor History

Use the information with your CRM since Donors are captured as Contacts to your CRM. You can then use the wider features of Zero BS CRM such as

  • View your Donations Sales in the Sales Dashboard. (See a tour of the Sales Dashboard)
  • Email your Donors based on certain criteria
  • Tag your Donors and quickly filter them