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Add donors and tasks in PhoneRaise when new records are added to Salesforce
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Salesforce + PhoneRaise

Add donors and tasks in PhoneRaise when new records are added to Salesforce

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Salesforce + PhoneRaise

How Zapier works

Zapier makes it easy to integrate PhoneRaise with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from PhoneRaise

A trigger is an event that starts your Zap and runs the workflow. For example, with PhoneRaise, a trigger could be "New Donor."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected PhoneRaise to Salesforce

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your PhoneRaise to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect PhoneRaise and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Donor
Triggers when a new donor is found.
Trigger
Polling
Try It
New or Updated Donor
Triggers when a donor is created or updated.
Trigger
Polling
Try It
- Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Write
- Donor ID
  Required
Action
Write
- Donor ID
  Required
- Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Write

- Donor ID
  Required
Action
Search
- Donor Email
  Required
Action
Search

- Donor Phone Number
  Required
Action
Search
- Donor ID
  Required
Action
Search
- Donor ID
  Required
- Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Search or write
- Donor Email
  Required
- Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Search or write
- Donor Phone Number
  Required
- Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Search or write
- Donor ID
  Required
- Activity
- Description
- Due Date
- Is Complete
- Completed Date
- Title
- Note
- Donor Selection Type
- Donor ID
- Custom Donor ID
- Donor Email
- Donor Phone Number
Action
Search or write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Title
- Note Content
  Required
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- Donor ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Touchpoint
Triggers when a new touchpoint is found.
Trigger
Polling
Try It
New or Updated Touchpoint
Triggers when a touchpoint is updated.
Trigger
Polling
Try It
- Activity
- Description
- Due Date
- Is Complete
- Completed Date
- Title
- Note
- Donor Selection Type
- Donor ID
- Custom Donor ID
- Donor Email
- Donor Phone Number
Action
Write
- Donor ID
  Required
Action
Write
- Donor ID
  Required
- Donor ID
- Activity
- Title
- Description
- Note
- Due Date
- Is Complete
- Completed Date
Action
Write
- Custom Donor ID
Action
Search
- Donor ID
  Required
Action
Search
- Donor ID
  Required
Action
Search
- Donor ID
  Required
Action
Search
- Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Search or write
- Donor ID
  Required
- Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Search or write
- Donor ID
  Required
- Activity
- Description
- Due Date
- Is Complete
- Completed Date
- Title
- Note
- Donor Selection Type
- Donor ID
- Custom Donor ID
- Donor Email
- Donor Phone Number
Action
Search or write
- Donor ID
  Required
- Activity
- Description
- Due Date
- Is Complete
- Completed Date
- Title
- Note
- Donor Selection Type
- Donor ID
- Custom Donor ID
- Donor Email
- Donor Phone Number
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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About PhoneRaise

PhoneRaise is an app built specifically for moves management, tracking your donor relationships and implement your outreach plan – right from your phone.

Related categories

Fundraising

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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