Bloomerang + Salesforce
Create new or updated Salesforce contacts from Bloomerang constituents
Easily maintain up-to-date records by bringing new or updated constituents from Bloomerang to Salesforce as contacts. This efficient workflow helps you save time and reduce manual data entry, enabling you to focus more on building relationships with your constituents. Ideal for nonprofits and philanthropic organizations, this automation connects Bloomerang and Salesforce, making your data management processes smoother than ever.
Easily maintain up-to-date records by bringing new or updated constituents from Bloomerang to Salesforce as contacts. This efficient workflow helps you save time and reduce manual data entry, enabling you to focus more on building relationships with your constituents. Ideal for nonprofits and philanthropic organizations, this automation connects Bloomerang and Salesforce, making your data management processes smoother than ever.
- When this happens...New or Updated Constituent
Triggers when a constituent is created or updated.
- automatically do this!Create Contact
Creates a new contact in Salesforce.
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Type
Try ItChannel
Purpose
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItType
Minimum Amount
Maximum Amount
Try ItType
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try It
New Transaction Payment
Triggers for each donation, pledge payment, and recurring donation when a new transaction is created. Use this to trigger for each payment in a split payment.
Try ItChannel
Purpose
Constituent
User
Try ItType
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItTypeRequired
Suffix
Informal Name
Formal Name
Envelope Name
Recognition Name
Gender
Birthdate
Employer
Job Title
Facebook Page
Twitter Handle
LinkedIn Page
Website
Preferred Communication Channel
Communication Restrictions
Email Interest Type
Custom Email Interests
Primary Address Type
Primary Address Street
Primary Address City
Primary Address State
Primary Address Postal Code
Primary Address Country
Primary Email Type
Primary Email
Primary Phone Type
Primary Phone
Primary Phone Extension
Household
