Viewing apps in the CRM category. View all categories.
Categories
Integration
Operations
CRM
Volunteers
Description
Integrate with Calendly and create CRM records whenever someone schedules a meeting.
Why connect?
  • Automatically creates or updates a CRM record whenever someone schedules a meeting, signs up for volunteer hours, or reserves a service
  • Logs an interaction in the person's record for seamless relationship management
  • Records responses to custom Calendly questions in your CRM for improved search and reporting
  • Requires a Calendly account at the Professional or higher level
How much?

Free

Pricing
Included free with Enterprise subscription
Additional charges from 3rd-party vendor
Categories
Automation
Integration
Operations
CRM
Volunteers
Description
Integrate with Calendly and create CRM records whenever someone schedules a meeting. Use powerful automations to save time and empower your team.
Why connect?
  • Automatically creates or updates a CRM record whenever someone schedules a meeting, signs up for volunteer hours, or reserves a service
  • Logs an interaction in the person's record for seamless relationship management
  • Records responses to custom Calendly questions in your CRM for improved search and reporting
  • Automatically subscribes the person to an email list
  • Automatically adds the person to a pipeline for workflow management
  • Automatically assigns an action item to you and/or colleagues
  • Requires a Calendly account at the Professional or higher level
How much?

$30/month or $300/year

Pricing
Included free with Enterprise subscription
14-day free trial
Additional charges from 3rd-party vendor
Categories
Fundraising
CRM
Description
The Campaign Tracker provides a suite of tools for planning, managing, and reporting on fundraising campaigns.
Why connect?
  • Create and monitor fundraising campaigns
  • Identify prospects and set giving targets
  • Generate reports on campaign status
How much?

$40/month or $400/year

Pricing
Included free with Enterprise subscription
14-day free trial
Categories
Automation
CRM
Integration
Operations
Volunteers
Description
Integrate with Jotform and create CRM records whenever someone submits a form. Powerful automations trigger advanced behavior and workflows.
Why connect?
  • Automatically creates or updates a CRM record whenever someone submits one of your forms
  • Logs an interaction in the person's record for seamless relationship management
  • Records responses to custom form questions in your CRM for improved search and reporting
  • Can automatically subscribe the person to an email list
  • Can automatically add the person to a pipeline for workflow management
  • Can automatically assign an action item to you and/or colleagues
How much?

$30/month or $300/year

Pricing
Included free with Enterprise subscription
14-day free trial
Additional charges from 3rd-party vendor
Categories
E-Commerce
Automation
Membership Management
CRM
Description
Manage your memberships program in MonkeyPod.
Why connect?
  • Collect membership dues monthly or annually by credit card
  • Track membership levels and status
  • MonkeyPod automatically records sales and interactions
How much?

$40/month or $400/year

Pricing
Included free with Enterprise subscription
14-day free trial