Automate syncing of offline donor data from Google Sheets into SinergiaCRM for fast, error-free face-to-face fundraising tracking.
Who is this workflow for?
This workflow is perfect for nonprofit organizations that run face-to-face fundraising campaigns and collect donor data offline (e.g. via tablets or spreadsheets). It helps fundraising and CRM teams ensure donor records are correctly and automatically stored in SinergiaCRM, a popular CRM platform used by NGOs.
What it does / How it works
- Watches a Google Sheet for new rows (also works offline if synced later).
- Filters rows marked
To CRM = Yes
and Processed = No
.
- Checks if the donor already exists in SinergiaCRM (based on NIF).
- If the contact exists: creates a “member” relationship and a payment commitment.
- If not: creates the contact first, then adds the relationship and commitment.
- Finally, updates the original row as “Processed” to prevent re-importing.
Requirements
- An active Google Sheets account with the donor spreadsheet.
- A SinergiaCRM account with API/OAuth access.
- Fields
First name
, Last name
, Email
, NIF
, To CRM
, Processed
must exist in the sheet.
- SinergiaCRM modules enabled: Contacts, stic_Contacts_Relationships, stic_Payment_Commitments.
How to set up
- Connect your Google Sheets account and set the correct Document ID and Sheet name in the trigger and update nodes.
- Connect your SinergiaCRM account using OAuth credentials.
- Adjust the
assigned_user_id
field if required by your CRM instance.
How to customize the workflow
- Change the filter conditions in the IF nodes to match your business logic.
- Customize fields like relationship type, amount, and periodicity to suit your campaign.
- Add or remove nodes if you want additional steps (like sending Slack notifications).
📌 Category: CRM & Customer Management
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