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
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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.