Sound familiar?
A gala generates more than donations: ticket purchases, sponsorships, auction bids, paddle raises, and guest relationships all need to land in the right place in your CRM. Without the right integration, that context gets stripped out in transit and your post-event records tell an incomplete story.
Events bring in large volumes of new attendees, many of whom already exist in your CRM. Without matching logic, conflicting records pile up and no one can tell which version of a supporter is right.
Every gift needs to land in the right fund, under the right appeal, tied to the right event. When that context gets stripped out in transit, your reporting tells an incomplete story and your team can’t see what actually drove the result.
A busy gala or auction generates hundreds of transactions in a single evening. That’s exactly when data accuracy matters most, and exactly when a basic integration is most likely to let you down.
Integration
Omatic Cloud connects GiveSmart to your CRM so all of your data reaches the right place and is ready to use.
A gala generates more than gifts. Ticket purchases, sponsorships, auction wins, and table assignments all tell a story about how a supporter engages with your organization. When that context flows into your CRM completely, your team has a full picture of what happened, not just who gave.
Events introduce your organization to a lot of new people at once. When those records arrive matched and clean, your team can reach out with the right message from the start, grounded in how that person first connected with your mission.
When every gift and transaction lands in the right fund, under the right appeal, tied to the right event, your team can report on what actually happened. No reconciliation. No guesswork. Just a clear picture of how your GiveSmart events performed and where to focus next.
Every event ends with a stack of data that needs to move into your CRM. When that process is automated and accurate, your team skips the post-event cleanup and starts stewardship conversations while the momentum is still fresh.
Some supporters attended and bid. Some bought tickets and gave. Some sponsored a table. When that context lives in your CRM, your team can tailor every follow-up conversation to reflect how each person chose to engage with your event.
GiveSmart touches supporters across galas, auctions, campaigns, and year-round giving. Omatic Cloud makes sure all of that activity lands in a single, accurate record in your CRM, so your team always has the full picture of every relationship your events built.
GiveSmart organizes event data differently than your CRM. Omatic Cloud lets you define exactly how fields map between the two systems, so data arrives in the format your team expects every time.
GiveSmart captures data across auctions, ticket purchases, donations, and text campaigns, each with its own format. Omatic Cloud reformats and standardizes records in transit so everything arrives in your CRM accurate and ready to use.
Every GiveSmart event brings in new attendees and donors, many of whom already exist in your CRM. Omatic Cloud identifies and resolves those conflicts before they fragment your supporter history or create a duplicate record.
Not every record that comes out of a GiveSmart event is ready to land in your CRM. Omatic Cloud validates records before they get there, sending accurate data through automatically and flagging anything that needs a second look.
In 30 minutes, we will show you exactly how Omatic Cloud adapts to your workflows.
Omatic Cloud connects GiveSmart to your CRM automatically, syncing donors, event registrations, auction transactions, and gift data so your team never has to import data manually or reconcile two systems after every event.
Yes. Omatic Cloud passes along event registrations, auction transactions, ticket purchases, and giving history from GiveSmart, so your CRM reflects each supporter’s full relationship with your organization, not just their most recent gift.
Native integrations move data from point A to point B, but they weren’t built to handle the complexity of nonprofit CRMs or GiveSmart’s multi-format event data across auctions, ticket purchases, and donations. Omatic Cloud goes further: it matches records to prevent duplicates, transforms data into the format your CRM expects, and gives your team full control over where every field lands. The result is a connection built for the way nonprofits actually work, not a generic sync.
