Streamline your donation management by automating the process of creating records in Salesforce and adding donors to your MailChimp newsletter whenever a new transaction is made in Givebutter. This integration ensures seamless and efficient handling of donor information, enhancing your fundraising and communication efforts.
Key Features:
- Automatic Trigger: Activates whenever a new transaction is created in Givebutter.
- Salesforce Integration: Automatically creates a new record and opportunity in Salesforce for each transaction.
- MailChimp Integration: Adds the donator to your MailChimp newsletter list.
What You’ll See: When a new donation is made through Givebutter, you'll see:
- A new record and opportunity created in Salesforce, detailing the transaction and donor information.
- The donor added to your MailChimp newsletter, ensuring they receive future updates and communications.
Benefits:
- Increased Efficiency: Eliminates the need for manual data entry, saving time and reducing errors.
- Improved Donor Management: Keeps all donor information up-to-date and organized in Salesforce.
- Enhanced Communication: Automatically keeps your mailing list current, ensuring all donors receive timely updates and newsletters.
Ideal For:
- Nonprofits and Charitable Organizations
- Fundraising Teams
- Marketing and Communication Teams
How It Works:
- A new transaction is created in Givebutter.
- The transaction details are used to create a new record and opportunity in Salesforce.
- The donor's email is added to the MailChimp newsletter list.
Difficulty Level
Easy to Moderate: Setting up this automation involves configuring triggers, connecting Givebutter with Salesforce and MailChimp, and mapping fields. Users need to follow prompts to ensure proper integration. Familiarity with Givebutter, Salesforce, MailChimp, and basic knowledge of Zapier or similar automation tools can be helpful.
Automation Tool Used
Zapier
Help
Email me at [email protected]