Sync with Salesforce

Now, you can sync your donor and donation data to your Salesforce account. Automatically, every hour, day, or week, we’ll push all of your donor, donation, honoree, and receipt data directly into your Salesforce account. We’ll create new Donor records when new donors donate, and when existing donors make repeat donations we’ll add their new donation to their existing Donor record.

Use of the Salesforce Sync is free. There is also no set-up fee if you set-up your account by yourself. If you need our help setting up your account, we’ll be happy to set up your account for you, for a one-time fee of $199. To sign up for the Salesforce Sync, please contact us.