Integrations
Fundleaf is not your CRM. It works with it.
Your CRM holds supporters, donations and Gift Aid. Fundleaf holds funders, applications and deadlines. When an award comes in, the income and funder contact flow back to your CRM so the finance and reporting picture stays whole in one system.
The division of labour
Your CRM
- Supporter and donor records
- Donation processing and Gift Aid
- Event management and memberships
- Case management and reporting
Fundleaf
- Funder database and eligibility
- Application drafting and tracking
- Deadline reminders and pipeline
- Award conditions and reporting
Available integrations
Some are live today. Others are planned and honestly labelled. Nothing is shown as a partnership until it is one.
Sync funder contacts and awarded income back to Beacon so your fundraising and finance teams work from one record.
Push awarded grants and funder details into Donorfy to keep your supporter database complete.
Write awarded income and funder records to Salesforce Nonprofit Success Pack via the REST API.
Export awarded grants and funder contacts for import into Access Charity CRM.
Create invoice records in Xero from awarded grants so your finance team can reconcile funding income without manual entry.
Export awarded grant data in a format Sage can import, keeping your accounts up to date.
Sync deadlines to Outlook and receive reminder notifications through the tools your team already checks every day.
Push deadlines to Google Calendar and get reminders in Gmail or Google Chat.
Download any list of opportunities, applications or deadlines as a CSV file for your own reporting.
Read and write opportunity and application data through a documented REST API. Build your own workflows or connect tools we have not thought of yet.
For developers
Build your own
The Fundleaf REST API lets you read and write opportunities, applications and deadlines programmatically. If you need a integration we have not built yet, the API is the way to do it.
Read the API docsRequest an integration
Tell us what tool your team uses and we will add it to the roadmap.