Capture new donations from Pledge, find or create records in Salesforce, and update donor information
Capture new donations from Pledge, find or create records in Salesforce, and update donor information
Capture new donation data from Pledge, filter relevant entries, and update or create records in Salesforce. This improves donor management and reporting, ensuring you have accurate and timely information for better engagement.
Workflow preview:
Zap details:
Overview
Capture new donation data from Pledge, filter relevant entries, and update or create records in Salesforce. This improves donor management and reporting, ensuring you have accurate and timely information for better engagement.