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: Website

Shopify

Through our award-winning app, Pledge makes it simple for any retailer on Shopify to donate to their favorite cause in minutes.

Category: Marketing

Zoom

Any Zoom meeting or webinar can become a fundraiser for nonprofits in minutes through the Donations by Pledge App.

Category: Marketing

Constant Contact

Engage more frequently with your donor network through automated email campaigns.

Category: Finance

Xero

Connect your Pledge Data to your Xero bookkeeping processes.

Join the Movement and #PledgeToDoGood

Get Started for Free Contact Us