CRM · Integration
DonorPerfect
Sourcing.sh connects the data index of AI agents to DonorPerfect to feed your fundraising actions with fresh and qualified profiles. Your donations CRM works with living data.
What Sourcing.sh communicates with DonorPerfect
Send the data
sourcing.sh pushes companies, profiles and fresh offers into your tool.
Refresh the data
Your records are re-crawled and updated continuously — the data no longer dies.
Send signals
Position changes, recruitments, hiring and timing signals pushed to your agents.
The index supplies DonorPerfect with up-to-date donor and prospect profiles, enriched with signals: professional mobility, job evolution, donation capacity. The contact details are verified and synchronized with the plan, to prioritize your requests and improve your conversion rates.
This record describes a compatibility to study. Availability, data exchanged, required rights and any costs are confirmed before activation. General API and webhooks require Scale.
Your workflow
The right data. The right action.
New information, a detected change or a record to complete: your agent checks the data and applies the rules you defined.
Create a record, update approved fields or request human approval: you stay in control before data reaches your tool.
New or more recent data
Our index and partner indexes
Create a record
Update
Human approval
DonorPerfect
Contact record
Workflow to configure with your team
How it works
- 01
Frame the connection to DonorPerfect
Confirm compatible objects and necessary rights: OAuth, API key or export.
- 02
Define exchanges
Choose the fields to complete and the update rules in DonorPerfect.
- 03
Plan the checks
Choose the cadences and actions to trigger when a change is detected.
Your next step
Turn data into action.
Find the right contacts, keep your data up to date and connect your tools.