Donately + Salesforce
Add new Donately donors as Salesforce leads
Using this integration, you can automatically create Salesforce leads from your Donately donors. When a donation comes through, all of your donor data is sent over to Salesforce to create a lead for you. You can customize the fields accordingly to match the donation data to your Salesforce records, no matter how you have things configured.
Using this integration, you can automatically create Salesforce leads from your Donately donors. When a donation comes through, all of your donor data is sent over to Salesforce to create a lead for you. You can customize the fields accordingly to match the donation data to your Salesforce records, no matter how you have things configured.
- 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.).
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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
