Salesforce + Donately Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Salesforce and Donately.


Get started with workflows like: Save new Donately donors as Salesforce contacts. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Salesforce + Donately in Minutes

It's easy to connect Salesforce + Donately and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

InstantNew Campaign

Triggers when a new Campaign is created in your Donately Account.

InstantNew Fundraiser

Triggers when a new Fundraiser is created in your Donately Account.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

InstantNew Donation

Triggers when a new Donation is made to your Donately Account.

New Donation (Old)

Triggers when a new Donation is made to your Donately Account.

How Salesforce + Donately Integrations Work

  1. Step 1: Authenticate Salesforce + Donately.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Salesforce + Donately