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Automating CRM Contacts and Mailing Lists Creation from Donations: A Case Study on Jiamini
适用行业
- 教育
- 金融与保险
用例
- 楼宇自动化与控制
- 租赁金融自动化
挑战
Jiamini 是一家非营利组织,需要一种更有效的方式来管理捐赠者信息并跟踪捐赠。
关于客户
Jiamini 是一个非营利组织,通过提供教育和必要的基础设施来支持坦桑尼亚的高危儿童。
解决方案
Jiamini 实施了 Zapier,以自动化通过 WooCommerce 和 PayPal 中的新捐款在 Salesforce 中创建联系人的过程。他们还使用 Zapier 将 Salesforce 联系人添加到 MailChimp 列表中,以便向捐赠者发送更新。
运营影响
数量效益
相关案例.
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