Grassrootz + Salesforce
Create records in Salesforce when new donations are received in Grassrootz
Streamline the process of recording donations in Salesforce as soon as you receive them on the Grassrootz platform. This automation creates a new record in Salesforce when a donation is received on Grassrootz, sparing you the hassle of manual data entry. Stay on top of your fundraising efforts with a seamless link between Grassrootz and Salesforce.
Streamline the process of recording donations in Salesforce as soon as you receive them on the Grassrootz platform. This automation creates a new record in Salesforce when a donation is received on Grassrootz, sparing you the hassle of manual data entry. Stay on top of your fundraising efforts with a seamless link between Grassrootz and Salesforce.
- When this happens...Donation Received
Triggers when a new Donation is received in any of your campaigns.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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Donation Received
Triggers when a new Donation is received in any of your campaigns.
Try ItSale Received
Triggers when a new Sale is received in any of your campaigns.
Try ItFundraiser Updated
Triggers when a new Fundraiser is updated in any of your campaigns.
Try ItCampaign IdRequired
Page nameRequired
Is the page public?Required
Manager email
Manager First name
Manager Last name
User consent for charity comms
Address - Street
Address - City/Suburb
Address - State
Address - Postal code
Address - Country
Phone number
Fundraiser Created
Triggers when a new Fundraiser is created in any of your campaigns.
Try ItDonation Updated
Triggers when a new Donation is updated in any of your campaigns.
Try ItSale Updated
Triggers when a new Sale is updated in any of your campaigns.
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try It
