Case Study: Lifeline achieves streamlined donation data automation with Workato

How Lifeline redefined responsible automation

Lifeline Australia faced major operational strain as it moved offices, onboarded new staff, shifted to remote work, and rolled out Salesforce while also expanding services and fundraising efforts. Its data team was spending too much time manually handling donor and donation information from multiple platforms, creating extra workload during an already difficult period. Lifeline turned to Workato to help automate these existing data processes.

Workato implemented automation to move donation data from sources like Facebook, Funraisin, GiveEasy, Grassrootz, and a third-party platform into Salesforce, reducing manual data entry. As a result, Lifeline was able to ease the burden on its data team and free up time for higher-value work that improved fundraising operations and the supporter experience.

Lifeline

Peter Witt

National Data and Support Services Manager