Raisely + Salesforce

Create new Salesforce records from new Raisely campaigns

Streamline your fundraising activities with this integration between Raisely and Salesforce. Whenever a new campaign is launched in Raisely, a record is instantly created in Salesforce, bringing ease and efficiency to your data management process. This seamless connection not only saves time but also ensures accurate and timely record keeping for each campaign, improving your overall fundraising performance.

Streamline your fundraising activities with this integration between Raisely and Salesforce. Whenever a new campaign is launched in Raisely, a record is instantly created in Salesforce, bringing ease and efficiency to your data management process. This seamless connection not only saves time but also ensures accurate and timely record keeping for each campaign, improving your overall fundraising performance.

  1. When this happens...
    RaiselyRaisely
    New Campaign

    Triggers when a new fundraising campaign is created.

    TriggerScheduled
  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 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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