Pledge integration with Strive
How to Create Strive contacts from new Pledge fundraisers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Strive contacts from new Pledge fundraisers" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Strive integrations
Strive actions
Nekton can use any feature that is available in Strive API.
Using our advanced AI, you can easily create custom automations for Strive.
Here are some typical actions you can do in your automated workflows.
Add Contact to Contact List
Add a Strive contact to a Contact List
Add to WA Personal Campaign
Add a contact into WA Personal Campaign
Create a Deal in Pipeline
Create a Deal in Selected Stage
Add to Email Campaign
Add a contact to email campaign
Send WA API Message
Send a WA API message to an open session
Update Contact
Update a contact based on provided fields
About Strive
Strive is an AI-Powered Sales Coach that provides real-time analytics and one-to-one personalised coaching suggestions so that entrepreneurs and sales leaders can uncover hidden opportunities and close more deals.