Many organizations spend hours and valuable resources performing exports/imports to transfer data manually between apps. Automations using Zapier can help your organization increase its fundraising efforts and outcomes by streamlining the flow of data between CauseVox and other apps your organization is using.
In this 60-minute webinar you will learn:
- Common automation opportunities for nonprofits
- How to approach full-system automation
- Examples of CauseVox automations
- Why it is important to adopt a continuous improvement model for automation
This session will also feature a live Q&A and be recorded for on-demand viewing.
About Your Speaker
Jessie is the Manager of CRM Services and a Senior Consultant at Sidekick Solutions, a software consulting firm specializing in nonprofit system automations. Sidekick Solutions has provided technical assistance and support for CRM software for over 10 years and is the only Zapier Certified Expert specializing in nonprofit automations. Jessie supports nonprofits in automating administrative processes and integrating apps in their tech stack to achieve organizational efficiency and free up resources.