Existing Volunteers
If the volunteer exists both in Virtuous Volunteer and as an Individual in CRM+, any new data or volunteer activity will automatically be updated.
Contact
Household
Note: The integration is a one-way sync from Virtuous Volunteer to Virtuous CRM+.
Gift & Contact Import Tool
New Volunteer
Existing Opportunities
New Individual
A new volunteer creates a profile, accepts their invite, or completes hours for the first time after the integration is connected.
All Volunteer data is specific to each Individual within a Household.
If the Volunteer Opportunity already exists in both Virtuous Volunteer and CRM+, only new volunteer data (hours) will update.
New Donation
Gift
where all Gifts and new Contacts are created
Online gifts are processed through a Volunteer Giving Form.
Scan here for more written tutorials.
New Volunteer Opportunity
New Opportunity
Scan here for video tutorials.
The volunteer event with a sign-up page to track serving dates and timeslots.
The volunteer event to track dates and total hours.
Virtuous Volunteer<>VCRM+ Sync
Virtuous
Created on August 30, 2024
Start designing with a free template
Discover more than 1500 professional designs like these:
View
Project Roadmap Timeline
View
Step-by-Step Timeline: How to Develop an Idea
View
Artificial Intelligence History Timeline
View
Practical Timeline
View
Timeline video mobile
View
History Timeline
View
Education Timeline
Explore all templates
Transcript
Existing Volunteers
If the volunteer exists both in Virtuous Volunteer and as an Individual in CRM+, any new data or volunteer activity will automatically be updated.
Contact
Household
Note: The integration is a one-way sync from Virtuous Volunteer to Virtuous CRM+.
Gift & Contact Import Tool
New Volunteer
Existing Opportunities
New Individual
A new volunteer creates a profile, accepts their invite, or completes hours for the first time after the integration is connected.
All Volunteer data is specific to each Individual within a Household.
If the Volunteer Opportunity already exists in both Virtuous Volunteer and CRM+, only new volunteer data (hours) will update.
New Donation
Gift
where all Gifts and new Contacts are created
Online gifts are processed through a Volunteer Giving Form.
Scan here for more written tutorials.
New Volunteer Opportunity
New Opportunity
Scan here for video tutorials.
The volunteer event with a sign-up page to track serving dates and timeslots.
The volunteer event to track dates and total hours.