Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Bloomerang with Salesforce - no code necessary. See how you can get setup in minutes.
100%
Help
Bloomerang
Bloomerang
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Bloomerang
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Constituent" from Bloomerang.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Bloomerang 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.
Create a new record or update an existing record in your app.
Path after /services/apexrest/
Required
HTTP method
Required
Query parameters
Extra headers
Request body
Timeout
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Salesforce Object
Required
Description
Attachment visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a new contact.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Title
Description
Salesforce Object
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
Salesforce Object
Required
Note Visibility
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.
Flow
Required
Manual flow input parameters
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
To
Required
CC
BCC
Subject
Required
Email Format
Required
Sender Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead 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.
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.
Query Type
Required
Include Deleted Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE clause
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
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
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
New Transaction Payment
Triggers for each donation, pledge payment, and recurring donation when a new transaction is created. Use this to trigger for each payment in a split payment.
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 Bloomerang and Salesforce with AI agents and code
Beyond Zap workflows. Call Bloomerang 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 Bloomerang and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Constituent
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.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Bloomerang and Salesforce
Sync Salesforce contacts to Bloomerang
When a Salesforce contact is updated, Zapier automatically updates the respective constituent in Bloomerang. This reduces duplication, keeps donor databases in sync, and ensures up-to-date contact information for IT teams.
Sync Bloomerang constituents to Salesforce contacts
Zapier ensures project managers can keep their team aligned by updating Salesforce contacts whenever new Bloomerang constituents are created. This centralizes records, reduces manual data entry, and supports cross-departmental collaboration.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Bloomerang 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 Bloomerang + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Bloomerang and Salesforce
Can Bloomerang be integrated with Salesforce and if so, how does it work?
Yes, Bloomerang can be integrated with Salesforce through our platform. This integration allows data to flow seamlessly between the two applications, using specific triggers and actions set up in our system. For example, a new donor entry in Bloomerang can automatically create a contact in Salesforce.
What triggers are supported when integrating Bloomerang with Salesforce?
Currently, we support various triggers when integrating Bloomerang with Salesforce. These include adding a new donor, updating donor information, or creating a new transaction in Bloomerang. Once triggered, these actions can update or add corresponding records in Salesforce.
Do I need any coding skills to integrate Bloomerang with Salesforce?
No coding skills are required to integrate Bloomerang with Salesforce using our platform. Our user-friendly interface allows you to set up triggers and actions through a simple point-and-click process.
Can custom fields be mapped between Bloomerang and Salesforce?
Yes, custom fields can be mapped between Bloomerang and Salesforce during the integration setup. This ensures that all necessary data is synchronously updated according to your organization’s needs.
How often does the data sync occur between Bloomerang and Salesforce?
The frequency of data synchronization between Bloomerang and Salesforce largely depends on the triggers and actions set within our system. Typically, data syncs occur in real-time or at intervals you choose during the setup process.
What happens if there are errors during the data transfer from Bloomerang to Salesforce?
If errors occur during the data transfer from Bloomerang to Salesforce, our platform provides detailed error logs for troubleshooting. Errors might result from incorrect mapping or issues within either application but can usually be resolved by reviewing these logs.
Is it possible to integrate multiple accounts of either platform simultaneously?
Yes, you can integrate multiple accounts of either Bloomerang or Salesforce simultaneously. During setup, you will have options to configure each account separately to ensure they all meet your organization's requirements.
About Bloomerang
Bloomerang is a simple, cloud-based donor database solution that pools together the latest in best practices for donor engagement and retention.
