Zeffy uses the Zapier platform to integrate with other apps, as explained here. To connect Zeffy with ChMeetings, follow these steps:
- Create a Zapier account if you don’t have one.
- Connect Zeffy to Zapier following Zeffy’s integration guide.
- Connect Zapier to ChMeetings, as ChMeetings is also listed on Zapier.
Zapier acts as the intermediary platform between Zeffy and ChMeetings, ensuring that all donations are pushed directly to your ChMeetings account. We will automatically match donors’ names, emails, and/or phone numbers with existing members in ChMeetings. If a donor doesn’t exist in your database, a new Contact will be created automatically.
Once set up, members can donate through Zeffy, and their contributions will be seamlessly recorded in ChMeetings.