1.Detect new fundraiser published
Integrate Grassrootz and fundraising tools to watch new fundraiser pages and trigger supporter and campaign routing.
Create supporter contact and fundraising campaign in CRM
Automatically sync new fundraiser pages across Grassrootz and Salesforce. Create and update supporter contacts and campaigns when fundraiser page published, fundraising page updated, or fundraising page goes liveβso you can update CRM records, link campaign relationships, and reduce manual fundraising paperwork.
How this automation links supporter activity to CRM campaigns
When a new fundraiser is published, missing or outdated CRM records slow outreach and weaken campaign tracking. This automation adds or updates supporters and creates or links parent and child campaigns in Salesforceβso your team can track fundraising from first publish.
Grassrootzor swap with your favorite app
2.Search for existing supporter
Integrate Salesforce and CRM data tools to search contact or account records by supporter email and manager email.
Salesforceor swap with your favorite app
3.Update matched contact details
Integrate Salesforce and address tools to update matched contact or account fields and apply configured opt in and marketing sync.
4.Create contact when no match
Integrate Salesforce and contact databases to create a new contact or account with default marketing sync enabled.
5.Find or create campaigns
Integrate Salesforce and campaign tracking systems to find or create parent and child campaign records and add the supporter as a campaign member.
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Accelerate fundraising campaigns with automated donor updates, campaign alerts, and follow-up tasks
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Step 1
Connect your tools
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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