Donorbox + Salesforce
Create Salesforce records for new or updated Donorbox donations
Stay organized and efficient by effortlessly updating your Salesforce records whenever there are new or updated donations in Donorbox. This workflow seamlessly links Donorbox and Salesforce, ensuring your records remain current with the most recent donation details. Simplify your donation management, quickly respond to philanthropic activity, and foster improved donor relationships with this streamlined automation process.
Stay organized and efficient by effortlessly updating your Salesforce records whenever there are new or updated donations in Donorbox. This workflow seamlessly links Donorbox and Salesforce, ensuring your records remain current with the most recent donation details. Simplify your donation management, quickly respond to philanthropic activity, and foster improved donor relationships with this streamlined automation process.
- When this happens...New or Updated Donation
Add a new donation. Can be used to update an existing donation too.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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- 14 day trial for premium features & apps
New or Updated Campaign
Add a new campaign. Can be used to update an existing campaign too.
Try ItNew or Updated Donor
Add a new donor. Can be used to update an existing donor too.
Try ItNew or Updated Tickets Purchase Transaction
Add a new event transaction. Can be used to update an existing event transaction too.
Try ItNew Contact
Triggers when a new Contact is created.
Try It
