Givebutter + Salesforce
Generate Salesforce reports for every new Givebutter campaign
Stay on top of your fundraising efforts with this Givebutter to Salesforce workflow. Whenever a new campaign starts on Givebutter, it triggers a report to be generated in Salesforce. This streamlines your record keeping and ensures you're always updated with your campaign progress, without the need for manual tracking. Get your information where you need it, easily and efficiently.
Stay on top of your fundraising efforts with this Givebutter to Salesforce workflow. Whenever a new campaign starts on Givebutter, it triggers a report to be generated in Salesforce. This streamlines your record keeping and ensures you're always updated with your campaign progress, without the need for manual tracking. Get your information where you need it, easily and efficiently.
- When this happens...New Campaign
Triggers when a new campaign is created.
- automatically do this!Run Report
Execute a Salesforce Analytics report and retrieve the results with optional custom filters and groupings.
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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
New Contact
Triggers when a new Contact is created.
Try It
