Description
Have you ever sent an email to major givers that wasn't really a mass marketing email but also wasn't really an ask yet? See how Canadian Red Cross's corporate team has tracked this step during response times using Power Automate and a simple table form in a ticket request, ensuring outreach is tracked easily in the CRM. This beginner-friendly solution promotes user engagement while keeping the process efficient and accessible, making it an ideal approach for teams new to low-code tools.
Name
Adding a Completed Prospect Plan for Warm Leads Using Power Automate
Date & Time
Wednesday, June 4, 2025, 1:30 PM - 2:15 PM
Speakers
Day
June 4
Session Type
Demo
Solution
Blackbaud CRM
Competencies and Skills
Low-code, Marketplace/ Partner, Automation, Power Platform