Neon CRM integration

Nonprofit CRM for donors, memberships, events and online donation forms. Connect Neon CRM to OLODESK and use it in the apps and automations your business runs on.

Category
Industry software

Popular ways to use Neon CRM

Start with one of these, or describe your own.

A receipt the moment a gift arrives

When a donation lands in Neon CRM, the donor gets a PDF receipt from your own address, logged on their account.

Memberships renewed on time

Members get a reminder before their Neon CRM membership expires, with a link to renew.

Event sign-ups on the right account

Registrations from your website land on the right Neon CRM account, with the event and payment recorded.

How to connect Neon CRM

  1. Open Integrations

    In your OLODESK portal, open Integrations and choose Neon CRM.

  2. Connect your account

    Paste the access key from your Neon CRM account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Neon CRM data in ChatGPT. AI on OLODESK

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Neon CRM integration FAQ

Do I need my own Neon CRM account?

Yes. You connect the Neon CRM account your business already uses.

Which plans include the Neon CRM integration?

Every plan, including the Free trial.

Can I connect more than one Neon CRM account?

Yes. Connect as many as you need and choose which one each system uses.

Put Neon CRM to work

Start your Free trial and connect Neon CRM from your portal.