Salesforce

Connect Donately + Salesforce

Sync donor and donation data from Donately into Salesforce to strengthen relationships and streamline reporting.

What This Integration Does

The Donately + Salesforce integration helps you:

• Automatically send donor information to Salesforce
• Track giving history within contact and account records
• Use donation data to drive CRM workflows and reporting

Why Connect Donately to Salesforce?

If you use Donately for fundraising and Salesforce as your CRM, this integration ensures your team has the full picture:

• Eliminate manual entry: Donor data flows directly into Salesforce
• Enhance donor insights: View donation history alongside all other touchpoints
• Power your pipeline: Use real-time donation data in automations, reports, and dashboards

Key Features

• Create or update contacts, leads, or accounts from Donately donations
• Map donor and transaction fields to Salesforce fields
• Trigger Salesforce automations from new donations
• Track giving history across all supporters

How It Works

1. Connect your Donately and Salesforce accounts
2. Configure field mapping and data rules
3. Donations flow into Salesforce automatically—no extra steps needed

Requirements

• Active Donately account
• Salesforce account with API access

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