How to Send Charitable Data to Close CRM

Close CRM is a CRM that helps you manage contacts and track interactions. If you want Charitable donation synced to Close CRM, you could pay for a cloud automation service. Or you could do it directly from WordPress. This is the direct route.

Why connect directly?

Cloud automation tools like Zapier charge per task and route your data through external servers. AFI processes everything on your WordPress site. No per-donation fees, no external dependencies.

What you will need

• A WordPress site with Charitable installed and configured.
• A Close CRM account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Close CRM to AFI

1. Log in to your Close CRM account.
2. Go to Settings → API Keys and copy your API Key.
3. In WordPress, go to AFI → Settings → Close CRM.
4. Paste the API Key and click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Charitable to Close CRM.

2. Pick your trigger

Select Charitable as the form provider. AFI fires when a donation is made through a fundraising campaign, giving you access to donor name, email, donation amount, campaign ID, and gateway.

3. Select Close CRM as the destination

Choose Close CRM from the platform dropdown and pick Create Lead. This creates a lead in Close CRM.

4. Map fields

Match each Close CRM field on the left to the corresponding Charitable field on the right. Common mappings include donor name, email, donation amount, campaign ID, and gateway. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Charitable. Check Close CRM to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to Close CRM with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which Charitable events trigger the integration?

AFI fires when a donation is made through a fundraising campaign. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Charitable to Close CRM in minutes.