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Zapier makes it easy to integrate Raisely with Salesforce - no code necessary. See how you can get setup in minutes.
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Raisely
Raisely
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Raisely
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Campaign" from Raisely.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Raisely and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Campaign
Triggers when a new fundraising campaign is created.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Raisely and Salesforce with AI agents and code
Beyond Zap workflows. Call Raisely and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Raisely and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add an Interaction
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Raisely and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Raisely to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Raisely + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Raisely and Salesforce
How can I integrate Raisely with Salesforce?
You can integrate Raisely with Salesforce using our platform by setting up triggers in Raisely and corresponding actions in Salesforce. Start by choosing Raisely as the trigger app and decide which event, such as a new donation or campaign signup, you want to use to initiate an action in Salesforce.
What kind of triggers are available from Raisely when integrating with Salesforce?
When integrating Raisely with Salesforce, you can use triggers such as new donations, campaign signups, or updates to donor information. These triggers allow you to automate processes in Salesforce like updating donor records or generating reports.
Are there pre-configured actions for Salesforce when using it alongside Raisely?
Yes, we've pre-configured several actions within Salesforce that can be paired with Raisely triggers. For example, creating or updating contact records in response to a new donation event triggered from Raisely is straightforward and requires minimal setup.
Can I customize the data mappings between Raisely and Salesforce fields?
Absolutely! Our platform allows you to customize data mappings between fields in Raisely and corresponding fields in Salesforce. You can ensure that all necessary information is accurately synced by configuring these mappings during your integration setup.
How do we handle data conflicts between Raisely and Salesforce during integration?
We provide options for resolving data conflicts when syncing between Raisely and Salesforce. You can set rules for how conflicts are handled, ensuring that your system remains consistent without loss of critical information. This might involve prioritizing updates from one system over the other.
Is it possible to run scheduled syncs between Raisely and Salesforce?
Yes, scheduling syncs between Raisey and Salesforce is possible. This feature allows you to choose a time frame that suits your organization's needs, ensuring that all data is up-to-date at regular intervals without manual intervention.
What troubleshooting steps should I follow if there's an issue with the integration?
If any issues arise during integration, start by checking your trigger setups on the Raisey side and action configurations on the Salesforce side. Ensure all necessary permissions are granted on both platforms. Reviewing logs for errors might also help diagnose sync problems quickly.
About Raisely
Raisely is an online fundraising platform to help charities raise money online and nurture their supporters.
