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CRM & sales

Blackbaud

Connect Blackbaud and let your phone agent handle donor calls and records.

Blackbaud is the donor and fundraising platform many nonprofits, schools and healthcare teams already run on. Connect it to your AgentCalls number and your agent can look up supporters, answer questions about their giving, log call notes and pass follow-ups to your team while the caller is still on the line. You sign in to Blackbaud once from the AgentCalls dashboard. No setup on your side beyond that.

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What your agent can do with Blackbaud

  • Look up a donor or supporter by name, phone or email during the call
  • Answer questions about recent gifts, pledges and giving history
  • Record call notes and outcomes against the supporter's record
  • Create a follow-up task for your team when a caller asks for a callback
  • Confirm event registrations or volunteer sign-ups and log them

Blackbaud exposes 5 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Donor checking a recent gift

  1. Caller

    Hi, I'm calling about the donation I made in March. I never got a receipt.

  2. Agent

    Thanks for calling. Can I have the name or email address on the account so I can find it?

  3. Caller

    It's Maria Lopez, maria.lopez@example.com.

  4. Agent

    Found it. You gave $250 on March 14. I've sent the receipt to that email now and added a note so the team knows you called.

Event registration question

  1. Caller

    Is there still space at the spring gala for two people?

  2. Agent

    Yes, there are four seats left at the table level. Would you like me to reserve two for you?

  3. Caller

    Yes, please. The names are James and Priya Shah.

  4. Agent

    Done. Two seats are reserved under James Shah for Saturday, April 12 at 7 pm. You'll get a confirmation by email.

Outbound thank-you call and callback request

  1. Agent

    Hello, this is calling on behalf of Riverside Community Trust. Am I speaking with Daniel Okafor?

  2. Caller

    Yes, speaking.

  3. Agent

    Thank you for your year-end gift. We wanted to check whether you'd like to hear about our new scholarship program.

  4. Caller

    Maybe, can someone call me next week?

  5. Agent

    Of course. I've created a callback task for our development team for Tuesday afternoon and noted your interest.

How to connect Blackbaud

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Blackbaud

    From Integrations in the dashboard, choose Blackbaud and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Blackbaud actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with Blackbaud during the call or only afterwards?

Both. During the call your agent can look up supporter records, answer questions and log outcomes in real time. Notes and follow-up tasks are also saved as the call ends.

What do I need to connect Blackbaud?

A Blackbaud account with access to the records you want the agent to use. Connect it with one click by signing in to Blackbaud from the AgentCalls dashboard.

Which AgentCalls plan includes this integration?

Integrations, including Blackbaud, are included from the Growth plan.

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Put your agent to work with Blackbaud.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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