RallyUp + Salesforce

RallyUp + Salesforce integrations

Add new contacts to campaigns and create records in Salesforce for new donors in RallyUp

For new transactions on one of your RallyUp campaigns, add contacts to specified campaigns in Salesforce. This is 2-step automation that first creates records in Salesforce (if it doesn't already exist), and then adds those contacts to the Campaign in Salesforce.

When this happens...
Transaction MadeTriggers when a new transaction is submitted on your Campaign, whether through Checkout or through Campaign Management.
TriggerPolling
automatically do this!
Add Contact to CampaignAdds an existing contact to an existing campaign.
ActionWrite

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More things you can do with RallyUp and Salesforce

Discover other triggers and actions you can use with RallyUp and Salesforce

Activity Results Added
Triggers when Activity Results are added to any of an Organization’s campaigns.
Trigger
Polling
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Auction Bid Submitted
Triggers when a transaction is made containing auction bids.
Trigger
Polling
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Campaign Ends
Triggers when a campaign’s status changes to Ended, Completed, or Processing.
Trigger
Polling
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Event Ticket Purchased
Triggers when a transaction is made that includes Event tickets.
Trigger
Polling
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Live Stream Started
Triggers when a live stream is started on any of an organization’s campaigns.
Trigger
Instant
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Participant Added to Campaign
Triggers when Participants (Team Members) are added to any of an Organization’s campaigns.
Trigger
Polling
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Raffle Entry Purchased
Triggers when a Transaction is made that contains Raffle Tickets.
Trigger
Polling
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Recurring Donation Made
Triggers when a recurring payment is made on a Campaign, which includes the first recurrence as well as any subsequent recurrences.
Trigger
Polling
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Sweepstakes Entry Purchased
Triggers when a Transaction is made that contains Sweepstakes Entries.
Trigger
Polling
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Team Added to a Campaign
Triggers when Teams are added to any of an Organization’s Campaigns.
Trigger
Polling
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Update Posted on Campaign
Triggers when an update is posted on one of the Organization’s Campaigns.
Trigger
Polling
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New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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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 Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

A-Thon Pledge Submitted
Triggers when a Transaction is made that contains A-Thon Pledges (per-unit or flat donation).
Trigger
Polling
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Auction Winners Determined
Triggers when the winner’s list is completely populated on any auction in the organization’s account. In other words, when the auction is finished processing and the winner’s list is totally populated.
Trigger
Polling
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Crowdfunding Perk Purchased
Triggers when a transaction is made that contains Crowdfunding Perks.
Trigger
Polling
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Live Stream Ended
Triggers when a live stream is ended on any of an organization’s campaigns.
Trigger
Instant
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Donor Question Submitted via Contact Organizer
Triggers when Someone submits a question via the “Contact Organizer” function on the Campaign Page.
Trigger
Polling
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Pre-Registration Submitted
Triggers when a Pre-registration submitted
Trigger
Polling
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Raffle Winners Determined
Triggers when the winner drawing process is completed on any raffle under this organization’s account.
Trigger
Polling
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Sale Item Purchased
Triggers when a transaction is made that contains sale items.
Trigger
Polling
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Sweepstakes Winners Determined
Triggers when the winner drawing process is completed on any sweepstakes under this organization’s account.
Trigger
Polling
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Transaction Made
Triggers when a new transaction is submitted on your Campaign, whether through Checkout or through Campaign Management.
Trigger
Polling
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New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About RallyUp

RallyUp.com provides nonprofit organizations with their own branded platform for launching amazing virtual fundraising experiences.

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Related categories

Fundraising

About Salesforce

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Related categories

CRM (Customer Relationship Management)

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