Donately + Salesforce
Create opportunities on Salesforce from new Donately donations
Need to follow up with your Donately users? Whether you're looking for further donations or other contributions, we can help keep things organized on Salesforce for you if you set up this automation. It will then trigger whenever a new donation is received on Donately, adding a new opportunity to Salesforce for every one so you can start your workflows immediately.
Need to follow up with your Donately users? Whether you're looking for further donations or other contributions, we can help keep things organized on Salesforce for you if you set up this automation. It will then trigger whenever a new donation is received on Donately, adding a new opportunity to Salesforce for every one so you can start your workflows immediately.
- When this happens...New Donation
Triggers when a new donation is created in your Donately account.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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List Campaigns
Lists the campaigns for your Donately account, defaults to the most recently created
Try ItList Donations
Lists the donations for your Donately account, defaults to the most recent 20 donations.
Try ItList Fundraisers
Lists the fundraisers for your Donately account, defaults to the most recently created
Try ItStatus
Limit
Try It
