Connect CauseVox to Salesforce and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Create your first workflow

Quickly connect CauseVox to Salesforce with a Zapier template.

Our most popular template

Create new Salesforce contacts for new CauseVox donors
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CauseVox + Salesforce

Create new Salesforce contacts for new CauseVox donors

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Details

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CauseVox + Salesforce

How Zapier works

Zapier makes it easy to integrate CauseVox with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from CauseVox

A trigger is an event that starts your Zap and runs the workflow. For example, with CauseVox, a trigger could be "New Donation."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected CauseVox to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect CauseVox and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect CauseVox and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Donation
Triggers when a new donation is created.
Trigger
Instant
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New Pledge
Triggers when a new pledge is created.
Trigger
Instant
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New Recurring Profile
Triggers when a new recurring profile is created.
Trigger
Instant
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New Ticket
Triggers when a new ticket is created.
Trigger
Instant
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Update Donation
Triggers when a donation is updated. Please use it in conjunction with the create donation trigger to receive full data.
Trigger
Instant
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Update Team Page
Triggers when a team page is updated or aggregate information is updated (new donation that increases total, etc) . Please use it in conjunction with the create team page trigger to receive full data.
Trigger
Instant
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search

New Installment
Triggers when a new installment is created.
Trigger
Instant
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New Personal Page
Triggers when a new personal page is created. This data may be incomplete as a fundraiser might not completely fill out their information on signup, so please use it in conjunction with the update trigger to receive full data.
Trigger
Instant
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New Team Page
Triggers when a team page is created. This data may be incomplete as a team might not completely fill out their information on signup, so please use it in conjunction with the update trigger to receive full data.
Trigger
Instant
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New Ticket Order
Triggers when a new ticket order is created.
Trigger
Instant
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Update Personal Page
Triggers when a personal page is updated, aggregate information is updated (new donation that increases total, etc) or a team is joined/left. Please use it in conjunction with the create personal page trigger to receive full data.
Trigger
Instant
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New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Automate Salesforce: get inspired on the Zapier blog

About CauseVox

CauseVox is a digital fundraising platform for nonprofits and social good projects. Increase fundraising results with our donation forms, crowdfunding campaigns, peer to peer fundraising, event ticketing, and pledge donations.

Help

Related categories

Fundraising

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Connect CauseVox to Salesforce and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Create new Salesforce contacts for new CauseVox donors

Create new Salesforce contacts for new CauseVox donors

How Zapier works

Select a trigger from CauseVox

Setup an action from Salesforce

That’s it! You just connected CauseVox to Salesforce

Connect CauseVox and Salesforce to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect CauseVox and Salesforce to unlock the power of automation

Supported triggers and actions

Automate Salesforce: get inspired on the Zapier blog

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

How to automatically add Shopify customers to Salesforce

Join millions worldwide who automate their work using Zapier

PRODUCTS

CAPABILITIES

By team

By app

By use case

Connect @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}CauseVox to Salesforce and automate any workflow

Create your first workflow

Create new Salesforce contacts for new CauseVox donors

Create new Salesforce contacts for new CauseVox donors

How Zapier works

Select a trigger from CauseVox

Setup an action from Salesforce

That’s it! You just connected CauseVox to Salesforce

Connect CauseVox and Salesforce to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect CauseVox and Salesforce to unlock the power of automation

Supported triggers and actions

Automate Salesforce: get inspired on the Zapier blog

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

How to automatically add Shopify customers to Salesforce

Join millions worldwide who automate their work using Zapier

Connect CauseVox to Salesforce and automate any workflow