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Donately + Salesforce Integrations

Donately logoSalesforce logo
Donately logoSalesforce logo

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Donately and Salesforce.


Get started with workflows like: Save new Donately donors as Salesforce contacts. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Donately + Salesforce in Minutes

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

All Triggers & Actions

InstantNew Donation

Triggers when a new donation is created in your Donately account.

List Donations

Lists the donations for your Donately account, defaults to the most recent 20 donations.

InstantNew Fundraiser

Triggers when a new fundraiser is created in your Donately account.

List Fundraisers

Lists the fundraisers for your Donately account, defaults to the most recently created

InstantRecurring Plan Failure

Triggers when an existing recurring plan fails to run

List Failed Recurring Plans

Lists the failed recurring plans for your Donately account, defaults to the most recent 20 failed plans.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

How Donately + Salesforce Integrations Work

  1. Step 1: Authenticate Donately + Salesforce.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Donately + Salesforce

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