Sync offline donor signups into SinergiaCRM automatically

Watches your donor spreadsheet for new signups and creates or updates matching donor records in SinergiaCRM.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Sequence (1) · Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig[\"row marked ready to sync"\]:::trigdata s0["check if donor already exists"]:::svc s1[("mark row as processed")]:::store trig --> s0 gx{"× does donor already exist"}:::gate s0 --> gx p00["link donor and log pledge"]:::task gx -->|"existing donor"| p00 p10["create donor record"]:::task gx -->|"new donor"| p10 p11["link new pledge"]:::task p10 --> p11 jn{"○ pledge linked"}:::gate p00 --> jn p11 --> jn jn --> s1 out[/"donor record updated with pledge"/]:::out pay{{"eliminates manual double entry"}}:::pay s1 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itAn outside serviceA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineSpreadsheet & Database Ops
Connects
Google SheetsSinergiaCRM
Featured in

The problem it solves

Face-to-face fundraisers collect donor signups offline on tablets or paper, and someone still has to manually type that data into your CRM afterward. That double entry is slow and risks creating duplicate or mismatched donor records.

Who it fits

A nonprofit running face-to-face fundraising campaigns that collects donor data offline and tracks donors in SinergiaCRM.

How it works

  1. A new row is added to your donor spreadsheet and marked ready to sync
  2. The system checks whether that donor already exists in SinergiaCRM
  3. If they exist, it links them and logs the new pledge
  4. If they're new, it creates the donor record first, then links the pledge
  5. The spreadsheet row is marked as processed so it's never synced twice
What you get

Donor records that match what's on the spreadsheet

You get every offline donor signup automatically created or updated inside SinergiaCRM.

What you get

An updated SinergiaCRM record for each donor, with the correct pledge and relationship linked.

What you need

A Google Sheets account and a SinergiaCRM account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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