1. Integrations
  2. CRM
  3. Salesforce

Salesforce

Salesforce is a CRM platform to help streamline and personalize customer-based journeys through sales, customer service, marketing automation and analytics applications. Through this integration, you’ll be able to connect Pledge donor data directly to your Salesforce CRM and thoughtfully engage with your donors to your organization. 

  • Automatically create contact records for donors
  • Create leads, opportunities, or campaign records from donations
  • Map donation data to your chosen Salesforce fields

To learn more about our integrations with Salesforce, visit here. 
 

Integrations You Might Like

Category: CRM

Bloomerang

Streamline donor management and communications with Bloomerang to maintain donor retention.

Category: Marketing

Twilio

Directly engage with your donors through phone, SMS, and more.

Category: Finance

Quickbooks

Quickbooks offers an all-in-one accounting platform that saves time on bookkeeping and paperwork by automatically handling tasks.

Category: Marketing

Thanks.io

With Thanks.io, you can show appreciation for various partners and donors through notecards, letters, postcards, and more automatically.

Join the Movement and #PledgeToDoGood

Get Started for Free Contact Us