Give Lively + Salesforce
Create Salesforce leads from new Give Lively donations
Boost your efficiency and responsiveness with this seamless workflow. It gets into action every time a new donation is received in Give Lively, and instantly creates a lead within Salesforce. This timely process allows your organization to engage donors promptly and foster stronger relationships. It's a simple yet powerful automation to streamline your donor management and fundraising efforts.
Boost your efficiency and responsiveness with this seamless workflow. It gets into action every time a new donation is received in Give Lively, and instantly creates a lead within Salesforce. This timely process allows your organization to engage donors promptly and foster stronger relationships. It's a simple yet powerful automation to streamline your donor management and fundraising efforts.
- When this happens...New Donation
Triggers when a new donation is created.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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