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Set up your first integration
Quickly connect Bloomerang to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Bloomerang with Salesforce - no code necessary. See how you can get setup in minutes.
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.
- Channel
- Purpose
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerPolling- Type
- Minimum Amount
- Maximum Amount
Try ItTriggerPolling- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerPolling
- 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.
Try ItTriggerPolling - Channel
- Purpose
- Constituent
- User
Try ItTriggerPolling- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerPolling- TypeRequired
- Suffix
- Informal Name
- Formal Name
- Envelope Name
- Recognition Name
- Gender
- Birthdate
- Employer
- Job Title
- Facebook Page
- Twitter Handle
- LinkedIn Page
- Website
- Preferred Communication Channel
- Communication Restrictions
- Email Interest Type
- Custom Email Interests
- Primary Address Type
- Primary Address Street
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Primary Email Type
- Primary Email
- Primary Phone Type
- Primary Phone
- Primary Phone Extension
- Household
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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.
IT
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.
Project ManagementLearn how to automate Salesforce on the Zapier blog
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.
