Virtuous CRM integration + automation

Virtuous CRM integrations couldn’t be easier with the Tray Platform’s robust Virtuous CRM connector, which connects any services without the need for separate integration tools.

Virtuous CRM

Powerful Virtuous CRM integrations

Supercharge fundraising campaigns for your nonprofit with Virtuous CRM integrations using the low-code Tray Platform. Need a Virtuous CRM connector? Our platform makes it easy to stand up powerful integrations that connect any other data source in your tech stack without the need for IT support.

Use our visual, drag-and-drop builder to connect the Virtuous CRM API with any data source, including FTP, email, webhooks, flat files such as CSVs, and any other cloud app, even using data within custom fields. Our platform lets you bi-directionally sync data for campaigns, donors, events, and more across any applications in your tech stack.

Additionally, the Tray Platform empowers anyone to build custom Virtuous CRM automation to take your donor management to the next level. Using dynamic, multi-step workflows, you can spend less time on manual work and more time on strategic projects such as raising more funds.

Easy Virtuous CRM automation

The Tray Platform gives you the power to build custom Virtuous CRM automation to scale your donor management processes. Bi-directionally sync Virtuous CRM with any of your important applications, including your e-commerce software, internal chat tool, analytics software, marketing automation platform, project management tool, and more.

The Tray Platform offers a full library of pre-built connectors, data helpers, and custom logic operators so you can build customized Virtuous CRM automation. Now you can connect Virtuous CRM with any application across your tech stack to streamline your fundraising and drive campaign engagement.

Anyone in donor outreach, sales, marketing, revenue, and other roles across your organization can build custom Virtuous CRM automation. Now, you can auto-sync Virtuous CRM data such as donor details, campaigns, and donations to drive visibility for key nonprofit processes such as fundraisers, volunteer events, grants, and gift giving. You can also automatically update donor lists with the latest information to ensure your outreach always reaches the right people.

Heavy-duty Virtuous CRM use cases

Business users can easily build Virtuous CRM integrations in minutes. Power users rely on our platform to run heavy-duty data jobs that process billions of records daily. We built our platform on elastic, serverless architecture, so your workflows automatically scale as your data needs change.

Get the absolute most out of Virtuous CRM and the rest of your tech stack with advanced automated processes. Need to streamline bookkeeping for donations by connecting Virtuous CRM and your accounting software to automatically sync donor details, payments, receipts, and gifts? Need to ensure data hygiene by auto-syncing your Virtual CRM records with campaign lists on an ongoing basis? Build customized automation for any use case with all your important applications, including Outlook, Mailchimp, Shopify, WooCommerce, Quickbooks, WordPress, Slack, and more.

IT experts trust the Tray Platform’s enterprise-grade security. We’re SOC 2 Type 2-certified, and compliant with the important data privacy regulations, including GDPR, CCPA, and HIPAA.

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