Sync face-to-face fundraising data from offline Google Sheets to SinergiaCRM

Automate syncing of offline donor data from Google Sheets into SinergiaCRM for fast, error-free face-to-face fundraising tracking.

Who is this workflow for?

This workflow is perfect for nonprofit organizations that run face-to-face fundraising campaigns and collect donor data offline (e.g. via tablets or spreadsheets). It helps fundraising and CRM teams ensure donor records are correctly and automatically stored in SinergiaCRM, a popular CRM platform used by NGOs.

What it does / How it works

• Watches a Google Sheet for new rows (also works offline if synced later).
• Filters rows marked To CRM = Yes and Processed = No.
• Checks if the donor already exists in SinergiaCRM (based on NIF).
• If the contact exists: creates a “member” relationship and a payment commitment.
• If not: creates the contact first, then adds the relationship and commitment.
• Finally, updates the original row as “Processed” to prevent re-importing.

Requirements

• An active Google Sheets account with the donor spreadsheet.
• A SinergiaCRM account with API/OAuth access.
• Fields First name, Last name, Email, NIF, To CRM, Processed must exist in the sheet.
• SinergiaCRM modules enabled: Contacts, stic_Contacts_Relationships, stic_Payment_Commitments.

How to set up

1. Connect your Google Sheets account and set the correct Document ID and Sheet name in the trigger and update nodes.
2. Connect your SinergiaCRM account using OAuth credentials.
3. Adjust the assigned_user_id field if required by your CRM instance.

How to customize the workflow

• Change the filter conditions in the IF nodes to match your business logic.
• Customize fields like relationship type, amount, and periodicity to suit your campaign.
• Add or remove nodes if you want additional steps (like sending Slack notifications).

📌 Category: CRM & Customer Management
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