How to Send Charitable Data to Zoho Marketing Automation

Zoho Marketing Automation is a marketing automation platform. If you want Charitable donation synced to Zoho Marketing Automation, 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 Zoho Marketing Automation account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Zoho Marketing Automation to AFI

Zoho Marketing Automation uses OAuth 2.0 for authentication. In AFI → Settings → Zoho Marketing Automation, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Charitable to Zoho Marketing Automation.

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 Zoho Marketing Automation as the destination

Choose Zoho Marketing Automation from the platform dropdown and pick Add Subscriber. This adds a subscriber to Zoho Marketing Automation.

4. Map fields

Match each Zoho Marketing Automation 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 Zoho Marketing Automation 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 email and name to Zoho Marketing Automation 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 Zoho Marketing Automation in minutes.