Donately + Salesforce
Save new Donately donors as Salesforce contacts
Building a relationship with donors is an extremely important thing. Using this integration to connect Donately and Salesforce, donation information can be automatically sent over to Salesforce, and contacts can be created for you in real-time. Spend more time getting to know your donors and less time worrying about manually entering their information into other apps.
Building a relationship with donors is an extremely important thing. Using this integration to connect Donately and Salesforce, donation information can be automatically sent over to Salesforce, and contacts can be created for you in real-time. Spend more time getting to know your donors and less time worrying about manually entering their information into other apps.
- When this happens...New Donation
Triggers when a new donation is created in your Donately account.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
List Campaigns
Lists the campaigns for your Donately account, defaults to the most recently created
Try ItList Donations
Lists the donations for your Donately account, defaults to the most recent 20 donations.
Try ItList Fundraisers
Lists the fundraisers for your Donately account, defaults to the most recently created
Try ItStatus
Limit
Try It
