Integrate Raisely with Salesforce to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Raisely

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

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 Raisely to Salesforce

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

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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

Set up your first integration

Quickly connect Raisely to Salesforce with a Zapier template.

Our most popular template

Create Salesforce records from new Raisely donations
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Raisely + Salesforce
Create Salesforce records for new Raisely online donations
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Raisely + Salesforce
Create Salesforce records when new Raisely profiles are added
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Raisely + Salesforce
Create new Salesforce records from new Raisely campaigns
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Raisely + Salesforce
Create Salesforce contacts for new profiles in Raisely
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Raisely + Salesforce

Create Salesforce records from new Raisely donations

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Raisely + Salesforce

Create Salesforce records for new Raisely online donations

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Raisely + Salesforce

Create Salesforce records when new Raisely profiles are added

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Raisely + Salesforce

Create new Salesforce records from new Raisely campaigns

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Raisely + Salesforce

Create Salesforce contacts for new profiles in Raisely

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Raisely + Salesforce

Make work flow with AI

Level up your Raisely 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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Frequently Asked Questions about Raisely + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Raisely and Salesforce

How can I integrate Raisely with Salesforce?

You can integrate Raisely with Salesforce using our platform by setting up triggers in Raisely and corresponding actions in Salesforce. Start by choosing Raisely as the trigger app and decide which event, such as a new donation or campaign signup, you want to use to initiate an action in Salesforce.

What kind of triggers are available from Raisely when integrating with Salesforce?

When integrating Raisely with Salesforce, you can use triggers such as new donations, campaign signups, or updates to donor information. These triggers allow you to automate processes in Salesforce like updating donor records or generating reports.

Are there pre-configured actions for Salesforce when using it alongside Raisely?

Yes, we've pre-configured several actions within Salesforce that can be paired with Raisely triggers. For example, creating or updating contact records in response to a new donation event triggered from Raisely is straightforward and requires minimal setup.

Can I customize the data mappings between Raisely and Salesforce fields?

Absolutely! Our platform allows you to customize data mappings between fields in Raisely and corresponding fields in Salesforce. You can ensure that all necessary information is accurately synced by configuring these mappings during your integration setup.

How do we handle data conflicts between Raisely and Salesforce during integration?

We provide options for resolving data conflicts when syncing between Raisely and Salesforce. You can set rules for how conflicts are handled, ensuring that your system remains consistent without loss of critical information. This might involve prioritizing updates from one system over the other.

Is it possible to run scheduled syncs between Raisely and Salesforce?

Yes, scheduling syncs between Raisey and Salesforce is possible. This feature allows you to choose a time frame that suits your organization's needs, ensuring that all data is up-to-date at regular intervals without manual intervention.

What troubleshooting steps should I follow if there's an issue with the integration?

If any issues arise during integration, start by checking your trigger setups on the Raisey side and action configurations on the Salesforce side. Ensure all necessary permissions are granted on both platforms. Reviewing logs for errors might also help diagnose sync problems quickly.

Connect Raisely 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.

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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.

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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.

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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.

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Connect Raisely and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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 Campaign
Triggers when a new fundraising campaign is created.
Trigger
Scheduled
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New Interaction
Triggers when a new custom interaction is created on a person in Raisely CRM.
Trigger
Instant
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- Campaign
  Required
Trigger
Instant
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- Person
  Required
- Interaction Category
  Required
- Notes
- Pinned
Action
Write
- Campaign
  Required
- Profile
  Required
- Amount
  Required
- Currency
  Required
- Date
Action
Write

- Person
  Required
- Tag
  Required
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- 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
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

- Campaign
  Required
Trigger
Instant
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- Campaign
  Required
Trigger
Instant
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- Campaign
  Required
Trigger
Instant
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- Tag
  Required
- Person
  Required
Action
Write
- Unsubscribed
Action
Write
- Email Address
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

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About Raisely

Raisely is an online fundraising platform to help charities raise money online and nurture their supporters.

Learn more

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

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Integrate Raisely with Salesforce to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.