Automatically synchronize your CausePilot Contact and Transaction data with your Kindful CRM.
Step 1.
- Visit your CausePilot Dashboard
- Choose Integrations from the left menu
- Click "Connect"
Step 2.
Enter your Kindful account login credentials
Step 3.
You'll be directed back to the Integrations page and will see that your Kindful account is now "Connected".
What data is transferred automatically?
Campaign/Flight Name
First Name, Last Name
Company
Mailing Address (street, city, state, zip code)
Phone
Transactions
Purchase Description
To transfer additional details simply download a report in CSV format and import into your Kindful account.
NOTE: The Flight Simulator will not transfer information exactly as it will in a standard flight due to the fact that Stripe is not connected.