Raiser's Edge NXT integrations and automations

It’s important to make sure your marketing and outreach efforts are tailored towards the right donors if you want to secure donations. Improve your success rate by sharing information about your supporters between your outreach and donor management teams.

For any new leads or donors, you can sync information from Marketo or HubSpot into Raiser’s Edge. You can also sync custom objects or specific engagement data – which is something you can’t do with native integrations.

Send enriched leads from Raiser’s Edge to the right person on Slack or Microsoft Teams. You can use custom logic for donor data like company size, location, or any other field to include complex routing rules. You also can add a button to disqualify or short-list leads within Slack or Microsoft Teams.