In this article, we will discuss how to sync a new volunteer over to your Virtuous CRM+ database to receive automated emails when they join an opportunity in Virtuous Volunteer. Yes, a 100% automated process from one app to the next! Let's dive in.

Table of Contents

1. Create and Launch an Opportunity
2. Activate the Virtuous CRM+ Integration
3. Build Out Your Automated Emails
4. Turn On a Workflow
5. Encourage Volunteers to Join the Opportunity

Create and Launch an Opportunity

First step is to create and launch a Virtuous Volunteer Opportunity. Joining an Opportunity is the action volunteers take to kick start the entire automated process. If you haven't created and launched an Opportunity before, you can learn all about that in this help article. Whether it has dates and times or is an Anytime for volunteers to log their own hours, both will trigger the integration to sync the volunteer over to your Virtuous CRM+ database.

Activate the Virtuous CRM+ Integration

Next, you need to activate your Virtuous CRM+ integration in the Virtuous Volunteer Integrations section. This step assumes you are an Admin in both Virtuous CRM+ and Virtuous Volunteer. If not, contact an Admin in your organization who is. Setting up the Virtuous CRM+ integration is very simple only requiring you to click a button and log in with your Virtuous CRM+ credentials. That's it! But just in case, here's an article that walks through that process for you.

Build Out Your Automated Emails

Now let's switch over to your Virtuous CRM+ database and build out automated emails. You've probably done this already hundreds of times already! BUT it doesn't have to be automated emails. Maybe you want to trigger some other automation in your Virtuous CRM+ system. That's great! If so, then skip this step and move on to the next one to set up your own custom automations.

Turn On a Workflow

Now let's talk about Automations in your Virtuous CRM experience. The KEY to remember here is that whatever automation you want to build, make sure it's triggered by the Reference Source with a value of Virtuous Volunteer. This is what the integration uses to flag users coming over from Virtuous Volunteer into your Virtuous CRM+ database. From there, get creative with whatever automations you want to see! This article will help you out with the basics of Automations in Virtuous CRM+.

Encourage Volunteers to Join the Opportunity

Finally, get volunteers to start joining your Opportunities! Now that you have the pieces put together to sync new volunteers from Virtuous Volunteer Opportunities over to your Virtuous CRM+ instance, start recruiting volunteers to get involved. You probably already do this really well because you're awesome, but this article will give you some tips on steering volunteers to your opportunities to create user accounts and start serving.