How to integrate Salesforce to your apps: 10 most-used Salesforce integrations
Improve business efficiency and optimize workflows with top Salesforce integrations. Enhance operations and boost productivity seamlessly.
Donately + Salesforce Integration
Integrate Donately to Salesforce in one click, or tell Integrately AI how you want each donation handled. Log donations, update your CRM records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Donation is created in Donately- Fundraiser is created in Donately
- Campaign is created in Donately
Field is updated on record in Salesforce- Record is created in Salesforce
- Record is updated in Salesforce
- Lead is created in Salesforce
- Lead is updated in Salesforce
- Opportunity is created in Salesforce
- Opportunity is updated in Salesforce
- Task is created in Salesforce
- Task is updated in Salesforce
- Contact is updated in Salesforce
- Contact is created in Salesforce
- Account is created in Salesforce
- Account is updated in Salesforce
- Outbound message is received in Salesforce Instant
- Case is created in Salesforce
- Case is updated in Salesforce
- Quote is created in Salesforce
- Quote is updated in Salesforce
2.
- Get donation by ID in Donately
- Get fundraiser by ID in Donately
- Get records by ID in Salesforce
- Create record in Salesforce
- Search record using query in Salesforce
- Update record in Salesforce
- Search record in Salesforce
- Create lead in Salesforce
- Update lead in Salesforce
- Search lead in Salesforce
- Create contact in Salesforce
- Update contact in Salesforce
- Search contact in Salesforce
- Create opportunity in Salesforce
- Update opportunity in Salesforce
- Search opportunity in Salesforce
- Add contact to campaign in Salesforce
- Add lead to campaign in Salesforce
- Create account in Salesforce
- Search account in Salesforce
- Update account in Salesforce
- Create task in Salesforce
- Update task in Salesforce
- Search task in Salesforce
- Get tasks by contact Id in Salesforce
- Create case in Salesforce
- Update case in Salesforce
- Search case in Salesforce
- Get events by contact Id in Salesforce
- Search quote in Salesforce
Trusted by experts at...
Ready Workflows for Donately + Salesforce Integration
Capture donations, update CRM records, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Donately + Salesforce flow
Sync your fundraising data with marketing tools, accounting software, and spreadsheets to keep your entire team aligned. Pick a combination and activate it in one click.
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Mailchimp (4)
Mailchimp (4) +
Eventbrite (3)
Eventbrite (3) +
Stripe (3)
Stripe (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Slack (3)
Slack (3) +
Google Sheets (3)
Google Sheets (3) D
S
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Add every new Donately donation to Salesforce, and subscribe the donor in Mailchimp
New donations create records in Salesforce and automatically subscribe donors in Mailchimp, removing manual export steps.
D
S
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When a Donately campaign is created, update Salesforce and add a tagged subscriber in Mailchimp
New campaigns update Salesforce records and segment your Mailchimp subscribers instantly.
D
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Create a Salesforce contact for every new Donately fundraiser, and update subscriber tags in Mailchimp
Fundraiser signups instantly update Salesforce and trigger targeted welcome sequences in Mailchimp.
D
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Use ChatGPT to analyze new Donately donations, log them in Salesforce, and update Mailchimp subscriber interests
AI categorizes donation notes before updating Salesforce records and Mailchimp supporter profiles.
Supported triggers and actions for Donately and Salesforce
Mix and match to build the exact automation you need
Donately Triggers & Actions
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
Try it → Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
Try it → Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
Try it → What can you automate with Donately + Salesforce?
Streamline your fundraising pipeline by connecting every donation event directly to your CRM.
💸
Sync every new donation to your CRM automatically
Capture every contribution made in Donately and instantly create a corresponding record in Salesforce without manual data entry.
📋
Capture every submitted donor field and note
Map available Donately contribution amounts, donor names, and custom notes directly into separate Salesforce record fields for complete context.
🔔
Alert your team as soon as a gift arrives
Notify your development team in Slack or email the moment a significant donation is recorded in Donately to ensure prompt stewardship.
🔀
Route donations based on contribution amount
Send major gifts to senior account managers in Salesforce while standard donations populate your general supporter database.
🔄
Keep your CRM records up to date as campaigns evolve
Automatically update Salesforce records whenever campaign details or fundraiser parameters change in Donately.
🔍
Search and update existing donor records
Check if a donor already exists in Salesforce before creating a new entry, preventing duplicate records in your database.
📊
Handle fundraiser milestones and campaign updates
Track peer-to-peer fundraising progress by syncing campaign creation events and fundraiser signups directly into your CRM.
📈
Extend your workflow with accounting and marketing apps
Connect your core Donately and Salesforce flow with QuickBooks Online or Mailchimp to synchronize financial records and email lists.
And much more...
Who is Donately + Salesforce integration for?
Connecting Donately and Salesforce helps fundraising and operations teams eliminate manual data entry and keep donor records accurate across platforms.
Financial analysts
Donor relations managers
Nonprofit directors
Operations coordinators
Account executives
Database administrators
📈
Financial analysts
You report on donation revenue and fundraising metrics every week, but your CRM numbers are always stale because records are exported by hand — with this integration, every new donation lands in Salesforce instantly and your reporting stays current.
⚡
Donor relations managers
You need to welcome major contributors right away, but you find out about gifts too late because payment notifications sit in a separate inbox — with this integration, every new donation creates a CRM record instantly and your team can follow up immediately.
📋
Nonprofit directors
You answer to a board that wants to see up-to-date fundraising progress, but manual data tracking leads to missing contribution history — with this integration, every campaign milestone updates your CRM automatically and your reports are always accurate.
🔄
Operations coordinators
Donation volume surges during campaign peaks and your team cannot keep up with manual entry, causing delayed donor acknowledgements — with this integration, every submission is processed automatically and your database stays synchronized.
🤝
Account executives
You manage corporate sponsorships and depend on marketing to log donor details before you can reach out, slowing down your outreach — with this integration, every new fundraiser creates a task in your CRM automatically so you can start outreach right away.
🗂️
Database administrators
You need a reliable history of every supporter interaction, but manual copy-pasting leaves gaps in your CRM records — with this integration, every transaction and campaign event logs cleanly and your database maintains a complete audit trail.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Donately + Salesforce
Build and manage your Donately + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Donately + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Donately + Salesforce Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
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Connect Donately + Salesforce Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Donately to Salesforce?
You can connect Donately to Salesforce in 1 click using ready-made templates on Integrately. Choose a popular workflow, connect your accounts, and sync fundraising data instantly. You can also use Integrately AI to build custom multi-step flows combining apps like Slack, Mailchimp, and Google Sheets.
Can I automatically create Salesforce records when a donation is made in Donately?
Can I connect Donately, Salesforce, and Slack?
What is a good Zapier alternative for Donately and Salesforce?
How are donations and donor fields handled between Donately and Salesforce?
Can I update Salesforce contacts when a Donately fundraiser is created?
Do I need coding skills to automate Donately and Salesforce?
Is the Donately and Salesforce integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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