Better Giving now offers seamless integrations with thousands of popular apps through our Zapier integration. This means you can easily add donation details from Better Giving to your preferred services—whether that’s your CRM, email marketing platform, or any other tool in your tech stack.
Below is a step-by-step guide on how to set up your integration.
How It Works
Using Zapier, you can connect your Better Giving account to numerous external apps without any coding required. Once set up, donation information flows automatically to the services you use, saving you time and reducing manual data entry.
Step-by-Step Integration Guide
1. Access Your Better Giving Dashboard
Log in to your Better Giving account.
Navigate to the 'Integrations' section on your dashboard.
2. Create Your API for Zapier
In the 'Integrations' section, create the API key required for Zapier.
This API key acts as the bridge between your Better Giving account and Zapier.
3. Set Up Zapier
Log in to your Zapier account (or sign up if you don’t have one).
In Zapier, create a new Zap.
Select Better Giving as the trigger app. Use the API key you created to connect your Better Giving account.
Choose the specific trigger event (a new donation) that you’d like to use.
4. Choose Your Integration Service
After setting up the trigger, select the service you want to integrate (for example, an email marketing tool, CRM, or spreadsheet app).
Follow the detailed integration instructions provided by Zapier to complete the connection.
5. Match the data
Match the data being exported from Better Giving with the appropriate fields in your chosen service.
This image explains more about the Better Giving data that can be exported. Download a PDF of this information here.
6. Test and Activate Your Zap
Once configured, test the integration to ensure that data flows correctly.
If the test is successful, activate your Zap. Your Better Giving donation details will now automatically sync with your chosen service.
Need More Help?
If you run into any questions while setting up your Zapier integration, we’re here for you! Reach out to our support team by sending us a message or check out Zapier’s detailed documentation for additional guidance.
Ready to streamline your donation process? Head to the Integrations section of your Better Giving dashboard and start connecting today!
Happy integrating!