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Bloomerang And eTapestry Integration Package
Bloomerang And eTapestry Integration Package
Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over a year ago

Bloomerang and eTapestry are powerful CRM tools designed specifically for nonprofits.

Integrating CauseVox with these systems can help you streamline your operations, keep data up-to-date, and gain deeper insights into your donors and supporters. Yet data integrations require time and knowledge to set up correctly, troubleshoot errors, and maintain.

Our integration packages eliminate these common integration issues and ensure a painless process for connecting CauseVox with popular tools.

Outsource your integration set up to an expert that will guide you through every step of setup so you're not setting up the integrations alone. Our hand-held integration packages provide:

  • A trained consultant to assist with field mapping and configuration

  • Guidance, review and troubleshooting tips

  • Automated fundraising data entry

  • No duplicate or erroneous data

  • Saved time to spend on donor nurturing

Here's a couple integration packages to help you get started.

Bloomerang Integration Package (Donations)

The following is included in the Bloomerang Integration Package:

  • Configure new donation with CauseVox and Bloomerang:

    • Set up Fund/Campaign/Appeal mapping table for donation attribution

  • Setup services with a Zapier integration consultant

    • Prep

    • Design

    • Configuration

    • Testing

    • Documentation

    • Review/Walkthrough

  • 15 days of monitoring and support

eTapestry Integration Package (Donations)

The following is included in the eTapestry Integration Package:

  • 1-year subscription to eTapestry Zapier app connector

  • Configure new donation with CauseVox and eTapestry:

    • Set up Fund/Campaign/Appeal mapping table for donation attribution

  • Setup services with a Zapier integration consultant

    • Prep

    • Design

    • Configuration

    • Testing

    • Documentation

    • Review/Walkthrough

  • 15 days of monitoring and support

Both packages prioritize New Donation as the fundamental trigger for integration, but can be adapted to other workflows as desired.

Whether you're just getting started with Bloomerang and eTapestry or looking to optimize your existing setup, we're here to help.

To get started, or for more details on our integration packages, email [email protected].

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