When this happens...
DonatelyNew Donation
Then do this...
SalesforceCreate Lead

Using this Zap, you can automatically create leads from your Donately donors. When a donation comes through, all of your donor data is sent over to Salesforce to create a lead for you. You can customize the fields accordingly to match the donation data to your Salesforce records no matter how you have things configured.

Note: Leads are intended to be manually reviewed and added to Salesforce. This is a great place to start if you feel like automatically creating contacts is too automated.

How It Works

  1. A donor makes a donation to your Donately account
  2. Zapier adds that donor to Salesforce CRM as a lead

What You Need

  • Donately account
  • Salesforce account
Premium
Salesforce is a Premium integration on Zapier.

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Donately + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Donation

Triggers when a new Donation is made to your Donately Account.

Create Lead

Create a new lead.

New Campaign

Triggers when a new Campaign is created in your Donately Account.

Add a Lead to a Campaign

Add a lead to a campaign.

New Fundraiser

Triggers when a new Fundraiser is created in your Donately Account.

Create Custom Object

Create a new custom object (of the type you choose).

New Lead

Triggers when a new lead is created.

Add a Contact to a Campaign

Add a contact to a campaign.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Create Contact

Create a new contact.

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Donately makes online donations dead simple and provides a space for non-profits to manage their donors and online giving activity with ease.

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations