Anedot + Salesforce + Filter by Zapier
Create Salesforce records for people who newly donated with Anedot
For every new donation that is submitted via Anedot, the integration will check Salesforce to see if the person exists. If the person does not exist, the integration will add them. Then, the integration will add the donation.
For every new donation that is submitted via Anedot, the integration will check Salesforce to see if the person exists. If the person does not exist, the integration will add them. Then, the integration will add the donation.
- When this happens...Donation Completed
Triggers when a new donation is completed.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
About Anedot
Better tools for better fundraising. Anedot empowers ministry, education, and politics to raise more money with less effort.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.