CRM Sync
Momentum can sync data back and forth with your CRM, streamlining donor management.
Last updated
Momentum can sync data back and forth with your CRM, streamlining donor management.
Last updated
Integrating your CRM with Momentum streamlines donor management by synchronizing data, ensuring all information is up-to-date and accessible within a single platform.
Connect your CRM instance to .
Sign in to your Momentum account .
Head to your settings menu in the upper right corner.
"Click here" and link your CRM.
Authenticate your CRM account to establish a secure connection with Momentum.
Sign in to your Momentum account .
Head to your settings menu in the upper right corner.
"Click here" and link your CRM.
Authenticate your CRM account to establish a secure connection with Momentum.
Once connected, Momentum will synchronize donor data from your CRM. This includes:
Donor profiles, including contact details, actions and donation history.
Any custom fields or tags used in your CRM.
With CRM integration and data synchronization, you can:
Have a holistic view of each donor's journey and interaction with your organization.
Ensure that any changes in the CRM are reflected in Momentum and vice versa.
Reduce the risk of data discrepancies and improve the accuracy of your engagement efforts.
We sync data from all the donors in your CRM. We do not currently support syncing of lists, these must be manually recreated in Momentum.
We are only able to sync donors that your CRM administrator has permission to view.
By leveraging the CRM integration and data sync features, your team can focus on engagement and relationship-building, confident that the administrative backend is handled seamlessly by Momentum.