CRM Sync
Integrating your CRM with Momentum streamlines donor management by synchronizing data, ensuring all information is up-to-date and accessible within a single platform.
Connecting to Your CRM
To integrate your CRM with Momentum:
Access the 'Settings' from the header menu.
Select the 'CRM Integration' option.
Choose your CRM provider from the list.
Authenticate your CRM account to establish a secure connection with Momentum.
Data Synchronization Process
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.
Benefits of Unified Donor Management
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.
Which data is kept in sync
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.
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