Grassrootz + Salesforce
Create Salesforce records from new Grassrootz fundraisers
Bring efficiency to your fundraising efforts by utilizing this smart workflow. Whenever a new fundraiser is created in the Grassrootz app, a corresponding record is instantly made in your Salesforce app. This automation saves you time and reduces manual data entry, ensuring that all your important fundraising information is accurately reflected in Salesforce in real time.
Bring efficiency to your fundraising efforts by utilizing this smart workflow. Whenever a new fundraiser is created in the Grassrootz app, a corresponding record is instantly made in your Salesforce app. This automation saves you time and reduces manual data entry, ensuring that all your important fundraising information is accurately reflected in Salesforce in real time.
- When this happens...Fundraiser Created
Triggers when a new Fundraiser is created in any of your campaigns.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
- Free forever for core features
- 14 day trial for premium features & apps
Donation Received
Triggers when a new Donation is received in any of your campaigns.
Try ItSale Received
Triggers when a new Sale is received in any of your campaigns.
Try ItFundraiser Updated
Triggers when a new Fundraiser is updated in any of your campaigns.
Try ItCampaign IdRequired
Page nameRequired
Is the page public?Required
Manager email
Manager First name
Manager Last name
User consent for charity comms
Address - Street
Address - City/Suburb
Address - State
Address - Postal code
Address - Country
Phone number
Fundraiser Created
Triggers when a new Fundraiser is created in any of your campaigns.
Try ItDonation Updated
Triggers when a new Donation is updated in any of your campaigns.
Try ItSale Updated
Triggers when a new Sale is updated in any of your campaigns.
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try It
