CauseVox + Salesforce
Create new Salesforce contacts for new CauseVox donors
Salesforce is a powerful CRM to track donors, but keeping it up to date takes a lot of time. With this Zapier integration, you can automatically add new Salesforce contacts with donor data each time a new donor makes a donation on CauseVox.
Salesforce is a powerful CRM to track donors, but keeping it up to date takes a lot of time. With this Zapier integration, you can automatically add new Salesforce contacts with donor data each time a new donor makes a donation on CauseVox.
- When this happens...New Donation
Triggers when a new donation is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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New Donation
Triggers when a new donation is created.
Try ItNew Pledge
Triggers when a new pledge is created.
Try ItNew Recurring Profile
Triggers when a new recurring profile is created.
Try ItNew Ticket
Triggers when a new ticket is created.
Try It
New Installment
Triggers when a new installment is created.
Try ItNew Personal Page
Triggers when a new personal page is created. This data may be incomplete as a fundraiser might not completely fill out their information on signup, so please use it in conjunction with the update trigger to receive full data.
Try ItNew Team Page
Triggers when a team page is created. This data may be incomplete as a team might not completely fill out their information on signup, so please use it in conjunction with the update trigger to receive full data.
Try ItNew Ticket Order
Triggers when a new ticket order is created.
Try It
