*Note* Before integrating your CRM/CHMS, make sure you have disabled or paused your triggered messaging and engagements within WeGive.
Find integration instructions for your CRM here:
WeGive is unique in that it is the only donor portal with a 2-way CRM integration. This allows you to show your donors their entire donation history, combine households into a singular view, show soft credits as referrals, and more. WeGive easily integrates with various CRMs to give your supporter's an optimal donor experience.
From WeGive's Data tab, click over to Integrations. Click Add Integration and select the CRM your organization uses. Each integration process varies depending on the CRM your organization uses.
If applicable, relate your CRM environment to the environment of the WeGive product you are in. For example, if you are in the WeGive Sandbox stage, relate it to your CRM sandbox. If you are in the WeGive Production stage, relate it to your CRM production.