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Set up your first integration
Quickly connect Qgiv to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Qgiv 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 Transaction" from Qgiv.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Qgiv 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 Transaction
Triggers when a new transaction occurs.
Try ItTriggerPolling - New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
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Practical ways you can use Qgiv and Salesforce
Sync new donations with Salesforce CRM.
When a new transaction occurs in Qgiv, Zapier automatically creates a record in Salesforce. This ensures donation information is centralized and up-to-date in your CRM, saving time on manual data entry and improving donor relationship management.
IT
Log donations into Salesforce automatically.
Whenever a new transaction is made in Qgiv, Zapier can log the transaction details in Salesforce as a record. This reduces errors and ensures consistent reporting for project-related funding or donations without requiring manual updates.
Project Management
