Givebutter + Salesforce
Update Salesforce records when new campaigns are launched in Givebutter
Kickstart your fundraising efforts on Givebutter with less manual data entry. With this workflow, each new campaign on Givebutter initiates an automatic update in your Salesforce records. This keeps your CRM current with your latest fundraising initiatives, streamlining operations and boosting team collaboration.
Kickstart your fundraising efforts on Givebutter with less manual data entry. With this workflow, each new campaign on Givebutter initiates an automatic update in your Salesforce records. This keeps your CRM current with your latest fundraising initiatives, streamlining operations and boosting team collaboration.
- When this happens...New Campaign
Triggers when a new campaign is created.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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
