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.

  1. When this happens...
    Give LivelyGive Lively
    New Donation

    Triggers when a new donation is created.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Created Since

    Trigger
    Scheduled
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    • Updated Since

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Updated Since

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
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About Give Lively

Give Lively built and supports a powerful and practical fundraising platform that is free for nonprofits and intuitively easy to use for donors.
Learn moreHelp

Related categories

  • Accounting
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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