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.

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