Anedot + Salesforce + Filter by Zapier
Add newly-completed in Anedot donations to Salesforce
For every new donation that is submitted via Anedot, the integration will automatically check Salesforce to see if there is a business account based on the donation submitter's email address. If there is not an existing business account, the integration will automatically create one, before going on to add a record of the donation. Set up this Zap to save yourself from tedious manual updates.
For every new donation that is submitted via Anedot, the integration will automatically check Salesforce to see if there is a business account based on the donation submitter's email address. If there is not an existing business account, the integration will automatically create one, before going on to add a record of the donation. Set up this Zap to save yourself from tedious manual updates.
- 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.).
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