How to: Integrate Zero BS CRM with Give WP

Zero BS CRMwrote this on July 9, 2017

What is Give WP?

Give WP is a Donation Plugin for WordPress. It gives you super easy donation forms for your visitors to donate to your cause. Now, you can connect your Give donation forms to Zero BS CRM and utilise the many benefits of running your own CRM.

How does Give WP and ZBS CRM work?

When you activate the Give WP to ZBS CRM Connector Plugin it will automatically start collecting your donation information into your Zero BS CRM. Simply activate the extension (and make sure you have GiveWP and Zero BS CRM installed and activated).

What happens when a donation is made?

When a donation is made through GiveWP donors fill in their information into the form (including their email address). Zero BS CRM takes this information and adds or updates your customer record. It also creates a new transaction against their profile and you can manage everything in one place.

Not to mention theĀ internalĀ Activity log where you’ll be able to add notes on top of the existing automatic entries (e.g. when a new transaction, or new activity happens)

This all leverages the use of Zero BS CRM to manage your relationship with your donors, customers and leads in general.

But Give WP already has donor profiles?

It sure does. And they’re great. That doesn’t mean you shouldn’t use Zero BS CRM as well as Give. In the screenshot above you can see that the customer has made a lot of donations but also they’re a customer of yours (well, mine) and they purchased a product.

They’re also a freelance client, who has been issued invoices (and these invoices have been paid for online using Invoicing Pro)

Not to mention you can use things like the Sales Dashboard to see how adding donations to your business has helped with overall revenues (even if these do funnel off to various charities).

Has your customer count increased since running donations? What about your average revenue per customer?

I don’t really support charities in my line of work

You don’t have to. If you’re a plugin developer you can use donations through Give as a way to fund your next product build. If customers really want to help they can donate to you.

Or, you might be planning a website re-design and reach out to your readers to help donate towards the cost of the re-design.

Anything you can think of that you want to run a donation system for, then you can do that using GiveWP and Zero BS CRM.

Where is the extension?

Give WP is available from WordPress.org as a free extension. We’ve released this extension as our donation to the community and allow you to accept donations using GiveWP and capture them into your ZBS CRM for free.

[EXTENSION COMING SOON]


Posted July 9, 2017

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