Donation and Fundraising Automation**Purpose**
1.2. Automatedly enhance individual or organizational donor data by fetching missing info, confirming contact details, segmenting donors, and detecting duplicates in charity donation and fundraising databases.
1.3. Automator updates donation records with real-time contact, demographic, or giving capacity data from multiple online sources, reducing manual input and error for social services organizations.
**Trigger Conditions**
2.2. Scheduled batch automation (e.g., a weekly or nightly data quality run).
2.3. Manual request trigger for re-enrichment of outdated or partial profiles.
2.4. Detection of incomplete, outdated, or unverified email/phone/address via automated scripts.
**Platform Variants**
3.1. Salesforce
• Feature/Setting: Configure Process Builder to automate invoking Data.com Clean API for real-time data enrichment on Leads and Contacts.
3.2. HubSpot
• Feature/Setting: Use HubSpot Workflows to automate sending contact data to HubSpot Company Insights for validation and enrichment automatically.
3.3. Microsoft Dynamics 365
• Feature/Setting: Automate enrichment via integrated InsideView API, triggered on record addition or modification.
3.4. Zoho CRM
• Feature/Setting: Use Workflow Automation with Zoho’s built-in Enrich Data action or connect to Clearbit Enrichment API.
3.5. Blackbaud Raiser’s Edge NXT
• Feature/Setting: Create automated queue jobs for AddressFinder and email validation tools through Blackbaud’s SKY API.
3.6. Mailchimp
• Feature/Setting: Automate batch email validation via NeverBounce API integration during import or routine cleans.
3.7. Clearbit
• Feature/Setting: Configure Enrichment and Reveal APIs for automated data retrieval when a new donor email is received.
3.8. Experian Data Quality
• Feature/Setting: Automate address, phone, and email validation via scheduled API checks against donor data stores.
3.9. Twilio
• Feature/Setting: Automate SMS phone verification using Twilio Lookup API and built-in Automations for outreach triggers.
3.10. Google Sheets
• Feature/Setting: Trigger Apps Script to automatably send row data to People Data Labs API for enrichment.
3.11. People Data Labs
• Feature/Setting: Configure the Person Enrichment API for automatedly augmenting contact records with employment, social, and location data.
3.12. FullContact
• Feature/Setting: Automator calls to Person API to enrich records as new donors are logged.
3.13. LinkedIn
• Feature/Setting: Automate Sales Navigator’s custom list export with APIs for enrichment cross-check.
3.14. Melissa Data
• Feature/Setting: Automated batch process for automatedly validating and enriching addresses and phone numbers.
3.15. Snov.io
• Feature/Setting: API trigger for email verification and enrichment on donor acquisition forms.
3.16. SendGrid
• Feature/Setting: Automate inbound email address validation through SendGrid’s Validation API during onboarding.
3.17. Data Axle
• Feature/Setting: Use API-based automation for organization and contact enrichment in scheduled syncs.
3.18. Validity (BriteVerify)
• Feature/Setting: Automated email validation batch jobs and API for quick donor list cleansing.
3.19. QuickEmailVerification
• Feature/Setting: API endpoint triggers for validating donor emails directly within donation forms.
3.20. Segment
• Feature/Setting: Automate source-to-database donor data syncing and call enrichment partners via event hooks.
3.21. Pipl
• Feature/Setting: Automated identity matching and enrichment for donor authentication and augmentation.
3.22. Informatica Data as a Service
• Feature/Setting: Automated data quality routines and enrichment APIs scheduled through Informatica Cloud.
**Benefits**
4.2. Automation reduces manual work, costs, and error-prone donor management in the charity sector.
4.3. Automates real-time compliance, reducing risk of contacting invalid or blacklisted data.
4.4. Automating data quality processes improves segmentation and donor communication personalization.
4.5. Automatedly updated donor records support better reporting, analytics, and campaign targeting for social impact.