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Raisely + Salesforce

Create Salesforce records when new Raisely profiles are added

Effortlessly maintain your Salesforce contact database with this workflow that connects your Raisely profiles. When a new profile is created in Raisely, the automation instantly adds a corresponding record in Salesforce, ensuring your contacts stay up-to-date and saving you time. Enjoy seamless integration between both platforms and never worry about missing essential contact information updates.

Effortlessly maintain your Salesforce contact database with this workflow that connects your Raisely profiles. When a new profile is created in Raisely, the automation instantly adds a corresponding record in Salesforce, ensuring your contacts stay up-to-date and saving you time. Enjoy seamless integration between both platforms and never worry about missing essential contact information updates.

  1. When this happens...
    RaiselyRaisely
    New Profile

    Triggers when a profile is created within a fundraising 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
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raisely logo

About Raisely

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

Related categories

  • Fundraising
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

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Zapier Interfaces

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

Related Zap Templates

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  • Create new Salesforce records from new Raisely campaigns