Raisely + Salesforce

Create Salesforce records from new Raisely donations

Want to automatically add your Raisely donors into your Salesforce database? Set up this Zap, it triggers when someone makes donations through Raisely, and automatically creates contacts and opportunities in Salesforce.

Want to automatically add your Raisely donors into your Salesforce database? Set up this Zap, it triggers when someone makes donations through Raisely, and automatically creates contacts and opportunities in Salesforce.

  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
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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)

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Zapier Interfaces

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