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. 
 

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Category: Admin

Slack

Connect your Slack to Pledge data to notify your workspace when new donations are generated or new donors engage with your nonprofit.

Category: Finance

Quickbooks

Quickbooks offers an all-in-one accounting platform that saves time on bookkeeping and paperwork by automatically handling tasks.

Category: Finance

Google Pay

With just a few clicks, donors can securely make a donation through Pledge using Google Pay.

Category: Finance

Xero

Connect your Pledge Data to your Xero bookkeeping processes.

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