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

Instil

Create fundraisers directly through the Instil platform, allowing you to manage your network of donors with greater insight.

Category: Marketing

Twilio

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

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: Admin

Gmail

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

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