Anedot + Salesforce + Filter by Zapier
Find and create Salesforce records for new Anedot donors
This Zap will automatically find and create Salesforce records for new donors in Anedot if the payload organization does not exist. You can delete or modify the filter step to suit your needs.
This Zap will automatically find and create Salesforce records for new donors in Anedot if the payload organization does not exist. You can delete or modify the filter step to suit your needs.
- When this happens...Donation Completed
Triggers when a new donation is completed.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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- 14 day trial for premium features & apps
About Anedot
Better tools for better fundraising. Anedot empowers ministry, education, and politics to raise more money with less effort.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.