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: CRM

Little Green Light

Integrate donor data into your CRM, easily automating donor management and gaining better insight of your nonprofit's fundraising.

Category: Admin

Gmail

Notify your team when new donors make an impact with Pledge and connect your donors to email communications.

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Evite

Add a fundraiser to any Evite invitation to seamlessly fundraise directly through the platform.

Category: Finance

Xero

Connect your Pledge Data to your Xero bookkeeping processes.

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