Sound familiar?
Your most committed supporters are often your most active volunteers. But when volunteer hour records, shift histories, and program involvement stay locked in VolunteerHub and never reach your CRM, your development team can’t see that engagement. Your most deeply connected supporters look the same as someone who gave once and never came back.
VolunteerHub tracks volunteers who may already exist in your CRM under a slightly different name or email. Without matching logic, conflicting records pile up and no one has the full picture of who they are or how they’ve engaged with your organization.
Many corporate volunteers qualify for matching gift or volunteer grant programs. But when volunteer hour data doesn’t reach your CRM, your team has no way to identify those opportunities or follow up to claim that revenue.
Your gift officers are making cultivation decisions based on giving history alone. When volunteer tenure, shift participation, and program involvement aren’t visible in your CRM, your team is missing some of the strongest signals for identifying your next major donor prospects.
Integration
Omatic Cloud connects VolunteerHub to your CRM so all of your data reaches the right place and is ready to use.
When volunteer tenure, shift history, and program involvement all flow into your CRM, your development team sees the full picture of every supporter relationship. The person who has given 200 hours to your mission over five years isn’t just a volunteer. Your CRM should reflect that.
Deeply committed volunteers are among the most promising major gift prospects. When their engagement history lives in your CRM alongside their giving history, your gift officers can prioritize cultivation based on a complete picture of how each person has invested in your mission.
When volunteer hours flow accurately into your CRM, your team can identify supporters who qualify for corporate volunteer grant programs and follow up to claim that revenue. Hours that would otherwise go untracked become a documented record worth acting on.
When a volunteer’s history lives in your CRM, your team can thank them, steward them, and ask them in ways that reflect how they’ve actually shown up for your organization. Not as a generic contact. As someone who has given their time in ways that matter.
A volunteer who has given hundreds of hours but never made a major gift is telling you something. When that engagement is visible in your CRM, your team can approach that relationship with the right strategy, whether that’s a first ask, a deeper cultivation, or a recognition conversation that opens the door.
Some supporters give money. Some give time. Some give both. Omatic Cloud makes sure volunteer engagement from VolunteerHub lands in a single, accurate record in your CRM alongside giving history, so your team always has the full picture of every relationship your organization has built.
VolunteerHub organizes volunteer data differently than your CRM. Omatic Cloud lets you define exactly how fields map between the two systems, so every shift record and engagement signal arrives in the format your team expects every time.
VolunteerHub captures hours, shifts, and program data in formats your CRM may not expect. Omatic Cloud reformats and standardizes records in transit so everything arrives accurately and ready to use.
VolunteerHub tracks volunteers who may already exist in your CRM under a different record. Omatic Cloud identifies and resolves those conflicts before they fragment your supporter history or create a duplicate constituent.
Not every volunteer record from VolunteerHub is ready to land in your CRM as-is. 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 VolunteerHub to your CRM automatically, syncing volunteer profiles, shift history, hours logged, and program involvement so your development team always has a complete picture of how each supporter has engaged with your organization.
Yes. Omatic Cloud passes along volunteer hours, shift records, and program participation from VolunteerHub, so your CRM reflects each supporter’s full relationship with your organization, not just their giving history.
Native integrations move data from point A to point B, but they weren’t built to handle the complexity of nonprofit CRMs or the nuance of connecting volunteer engagement to constituent records. 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.
