A great looking charity website is only half the battle. If you and your team are still manually typing donation details or volunteer sign-ups from an email into your database, you are losing valuable time and money. Integrating your website with a dedicated charity CRM (Customer Relationship Manager) like Donorfy, Beacon, or Salesforce automates your admin and secures your data.
The Benefits of Direct Integration
Zero Manual Data Entry: When a supporter fills out a form or donates on your website, their details (including Gift Aid declarations) are automatically pushed into your CRM.
Enhanced Security: Keeping donor (and all) data secure is a legal and ethical duty. Direct API connections reduce the risk of human error and GDPR breaches linked with downloading and emailing spreadsheets.
Better Supporter Journeys: By connecting your website to your CRM, you can automatically send personalised Thank You emails.
How We Connect Your Systems
Integrating these systems requires a secure API connection. For example, when we build a bespoke WordPress site at Agency For Good, we use native plugins and webhooks designed specifically for the third sector. Recently, we helped Libraries Rising connect their member data to both Salesforce and Xero, saving their team at least 10 hours of admin a week
Stop battling with spreadsheets. Learn more about our technical Charity Web Design Solutions and let us automate your fundraising infrastructure.