Raisely + Salesforce

Create Salesforce contacts for new profiles in Raisely

Effortlessly manage your contacts in Salesforce whenever a New Profile is created in Raisely. This automation will instantly send the new profile data from Raisely to Salesforce, creating a new contact. This integration saves you from tedious manual data entry, ensuring that your Salesforce contacts stay updated with Raisely profile information.

When this happens...
New Profile
Triggers when a profile is created within a fundraising campaign.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact in Salesforce.
ActionWrite

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Supported triggers and actions

What does this mean?

New Campaign
Triggers when a new fundraising campaign is created.
Trigger
Scheduled
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New Interaction
Triggers when a new custom interaction is created on a person in Raisely CRM.
Trigger
Instant
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- CampaignRequired
Trigger
Instant
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- PersonRequired
- Interaction CategoryRequired
- Notes
- Pinned
Action
Write
- CampaignRequired
- ProfileRequired
- AmountRequired
- CurrencyRequired
- Date
Action
Write

- PersonRequired
- TagRequired
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search

- CampaignRequired
Trigger
Instant
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- Campaign
Trigger
Instant
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- CampaignRequired
Trigger
Instant
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- TagRequired
- PersonRequired
Action
Write
- Unsubscribed
Action
Write
- Email AddressRequired
Action
Search
- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

About Raisely

Raisely is an online fundraising platform to help charities raise money online and nurture their supporters.

Learn more

Related categories

Fundraising

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Raisely + Salesforce

Create Salesforce contacts for new profiles in Raisely

New Campaign

New Interaction

New Profile

Add an Interaction

PersonRequired

Interaction CategoryRequired

Notes

Pinned

Create Offline Donation

CampaignRequired

ProfileRequired

AmountRequired

CurrencyRequired

Date

Remove a Tag

PersonRequired

TagRequired

New Contact

New Lead

New Record

Salesforce ObjectsRequired

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record(s)

Salesforce ObjectRequired

Search Results

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

New Online Donation

CampaignRequired

New Person

Campaign

Profile Updated

CampaignRequired

Add a Tag

TagRequired

PersonRequired

Create or Update a Person

Unsubscribed

Find Person

Email AddressRequired

New Field History Tracking Event

History ObjectRequired

New Outbound Message