Givebutter + Salesforce
Create new Salesforce leads from new Givebutter transactions
Ensure your fundraising efforts are efficiently translated into potential business leads with this automated workflow. Whenever a new transaction occurs in Givebutter, a lead will be instantly created in Salesforce. This seamless process helps you to transform your donors into prospective customers or partners, saving you time and keeping your relationship management organized.
Ensure your fundraising efforts are efficiently translated into potential business leads with this automated workflow. Whenever a new transaction occurs in Givebutter, a lead will be instantly created in Salesforce. This seamless process helps you to transform your donors into prospective customers or partners, saving you time and keeping your relationship management organized.
- When this happens...New Transaction
Triggers when a new transaction is created.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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New Campaign
Triggers when a new campaign is created.
Try ItNew Transaction
Triggers when a new transaction is created.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Primary Email
Primary Phone
Primary Address Line 1
Primary Address Line 2
Primary Address City
Primary Address State
Primary Address Postal Code
Primary Address Country
Email
Type
Phone Number
Type
Address Line 1
Address Line 2
City
State
Country
Postal Code
Date of Birth
Company
Title
Twitter URL
LinkedIn URL
Facebook URL
Tags
Force Create
History ObjectRequired
Try It
