Givebutter + Salesforce
Create new Salesforce records for new Givebutter transactions
Speed up your fundraising efforts with this streamlined workflow between Givebutter and Salesforce. When a new transaction occurs in Givebutter, it immediately creates a corresponding record in Salesforce. This helps you keep your transaction data organized and accessible in one place, thereby enhancing your fundraising management strategy. Save time and increase efficiency with this simple yet powerful tool.
Speed up your fundraising efforts with this streamlined workflow between Givebutter and Salesforce. When a new transaction occurs in Givebutter, it immediately creates a corresponding record in Salesforce. This helps you keep your transaction data organized and accessible in one place, thereby enhancing your fundraising management strategy. Save time and increase efficiency with this simple yet powerful tool.
- When this happens...New Transaction
Triggers when a new transaction is created.
- automatically do this!Create Record (UTC)
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). Date inputs will be treated as if they are in UTC
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New Campaign
Triggers when a new campaign is created.
Try ItNew Transaction
Triggers when a new transaction is created.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Primary Email
Primary Phone
Primary Address Line 1
Primary Address Line 2
Primary Address City
Primary Address State
Primary Address Postal Code
Primary Address Country
Email
Type
Phone Number
Type
Address Line 1
Address Line 2
City
State
Country
Postal Code
Date of Birth
Company
Title
Twitter URL
LinkedIn URL
Facebook URL
Tags
Force Create
New Contact
Triggers when a new Contact is created.
Try It
