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1 min read

Give Salesforce

Sync your donor data automatically by linking your website’s donation platform to your Salesforce CRM account. These resources walk you through setting up the GiveWP Salesforce integration so you can track contributions, update donor accounts, and manage campaign contacts in one place. By connecting these systems, you eliminate manual data entry errors and gain deeper insights into your fundraising performance.

Review the guides below to build a secure connection and map your custom data categories. You will discover how to authorize your API keys, handle Field Mapping options, and group incoming donations into specific Salesforce campaigns. Pay extra attention when testing your first fields to ensure information matches your account setup correctly and streams into your database without any data drops.

Give Salesforce articles

2 results

This collection guides you through the process of connecting GiveWP to Salesforce to automate donor tracking and streamline your CRM data management.

  • Sending Custom Data to Salesforce

    The GiveWP Salesforce add-on sends basic data about the donation to Salesforce, each time a new donation happens on your GiveWP-powered donation site. This developer-level document walks through how you can send custom data to salesforce and associate it correctly with the Donation Opportunity on Salesforce’s side. Quick reference Filter name: give_salesforce_donation_args Filter API apply_filters(‘give_salesforce_donation_args’,…

    Read more: Sending Custom Data to Salesforce

  • Salesforce

    The GiveWP Salesforce add-on allows you to connect your GiveWP-powered donation platform to Salesforce. You’ll need to have an account with the Nonprofit Success Pack (NPSP) to use the add-on. This article walks you through connecting and troubleshooting the GiveWP Salesforce add-on.

    Read more: Salesforce
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