Donately + Salesforce
Create Salesforce records for new Donately donations
Use this automation to create a Salesforce record for each new donation received through Donately. This is a great way to keep track of your constituents over time, allowing your team to break them into serviceable segments based on your own unique characteristics.
Use this automation to create a Salesforce record for each new donation received through Donately. This is a great way to keep track of your constituents over time, allowing your team to break them into serviceable segments based on your own unique characteristics.
- 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
