Raisely + Salesforce

Create Salesforce records for new Raisely online donations

Effortlessly manage and track your Raisely online donations with this smooth workflow. When a new online donation occurs in Raisely, this integration will create a record in Salesforce, ensuring efficient donor management and precise information. Maintain organization and stay focused on making a difference.

Effortlessly manage and track your Raisely online donations with this smooth workflow. When a new online donation occurs in Raisely, this integration will create a record in Salesforce, ensuring efficient donor management and precise information. Maintain organization and stay focused on making a difference.

  1. When this happens...
    RaiselyRaisely
    New Online Donation

    Triggers when a new online donation (via credit card or PayPal) is made in your campaign.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Raisely triggers, actions, and search

    New Campaign

    Triggers when a new fundraising campaign is created.

    Trigger
    Scheduled
    Try It
  • Raisely triggers, actions, and search

    New Interaction

    Triggers when a new custom interaction is created on a person in Raisely CRM.

    Trigger
    Instant
    Try It
    • CampaignRequired

    Trigger
    Instant
    Try It
    • PersonRequired

    • Interaction CategoryRequired

    • Notes

    • Pinned

    Action
    Write
    • CampaignRequired

    Trigger
    Instant
    Try It
    • Campaign

    Trigger
    Instant
    Try It
    • CampaignRequired

    Trigger
    Instant
    Try It
    • TagRequired

    • PersonRequired

    Action
    Write
raisely logo
raisely logo

About Raisely

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

Related categories

  • Fundraising
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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