RallyUp + Salesforce
Add new contacts to campaigns and create records in Salesforce for new donors in RallyUp
For new transactions on one of your RallyUp campaigns, add contacts to specified campaigns in Salesforce. This is 2-step automation that first creates records in Salesforce (if it doesn't already exist), and then adds those contacts to the Campaign in Salesforce.
For new transactions on one of your RallyUp campaigns, add contacts to specified campaigns in Salesforce. This is 2-step automation that first creates records in Salesforce (if it doesn't already exist), and then adds those contacts to the Campaign in Salesforce.
- When this happens...Transaction Made
Triggers when a new transaction is submitted on your Campaign, whether through Checkout or through Campaign Management.
- automatically do this!Add Contact to Campaign
Adds an existing contact to an existing campaign.
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Activity Results Added
Triggers when Activity Results are added to any of an Organization’s campaigns.
Try ItAuction Bid Submitted
Triggers when a transaction is made containing auction bids.
Try ItCampaign Ends
Triggers when a campaign’s status changes to Ended, Completed, or Processing.
Try ItEvent Ticket Purchased
Triggers when a transaction is made that includes Event tickets.
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A-Thon Pledge Submitted
Triggers when a Transaction is made that contains A-Thon Pledges (per-unit or flat donation).
Try ItAuction Winners Determined
Triggers when the winner’s list is completely populated on any auction in the organization’s account. In other words, when the auction is finished processing and the winner’s list is totally populated.
Try ItCrowdfunding Perk Purchased
Triggers when a transaction is made that contains Crowdfunding Perks.
Try ItLive Stream Ended
Triggers when a live stream is ended on any of an organization’s campaigns.
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