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: 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.

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Twilio

Directly engage with your donors through phone, SMS, and more.

Category: Analytics

Google Analytics

Monitor and analyze key fundraiser performance metrics to fully measure advertising & marketing effectiveness as a whole.

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