Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and Virtuous CRM integration
Talk to donors in Tidio with their Virtuous CRM giving history in the panel.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
CRM
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Virtuous CRM
Recognize a long time donor
Somebody with fifteen years of giving asks a question. The Virtuous CRM history is in the Tidio panel, so the reply reflects the relationship.
Answer receipt and tax questions
The gift date, amount and receipt status come from Virtuous CRM, so an agent can answer without waiting for the finance team.
Fix a recurring gift quickly
When a monthly gift fails, the chat shows the Virtuous CRM schedule and the agent can raise a task for the person who can change it.
Hand warm conversations to fundraising
A donor asking about a major gift becomes a Virtuous CRM task with the transcript, so a fundraiser calls rather than the chat ending politely.
Overview
Virtuous CRM keeps donor records, giving history and campaign data for nonprofits, where remembering somebody's last gift is most of the relationship. Tidio handles the questions donors ask on your site. Connect the two with Zapier, Make or the Tidio API and the Virtuous CRM contact, last gift and recurring status can appear in the conversation, while chats post back as a note on the record.
Key features
- Donor record in the panel The Virtuous CRM contact and last gift open with the chat.
- Recurring status visible Agents see whether a donor gives monthly before replying.
- Chats logged as notes Conversations post back to the Virtuous CRM timeline.
- Tasks for the fundraiser A chat can create a Virtuous CRM follow up task.
Virtuous CRM
CRM
Tags
CRM
Contact Sync
How it works
Connect Virtuous CRM in minutes
1
Connect Virtuous CRM and Tidio with Zapier or Make
Virtuous has a REST API for contacts, gifts and tasks. Authorize both sides in your automation tool, or run the calls from your own service.
2
Match donors on email
The email on the Virtuous CRM contact is the practical key. Ask for it early, because donors often chat before signing in to anything.
3
Write notes, not gifts
Logging a conversation is safe. Gifts, refunds and payment changes belong in Virtuous CRM or the payment processor, handled by the team that reconciles them.
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Frequently asked questions
Common questions about the Virtuous CRM integration
Can an agent take a donation in the chat?
Send them to your giving page instead. Card details do not belong in a chat transcript, and the gift needs to land in Virtuous CRM through the processor that reconciles it.
How much giving history should the panel show?
Last gift, lifetime total and recurring status cover almost every conversation. A full gift list makes the panel unreadable and can be opened in Virtuous CRM when it matters.
Does every chat need to be logged?
No. Log the ones that say something about the relationship, such as a complaint or a major gift question. Routine password help just clutters the Virtuous CRM timeline.
Is the Virtuous CRM integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Virtuous CRM integration.