Rithom has accomplished many software integrations with Salesforce over the years but we are always humbled and honored to have the opportunity to leverage our assets for social good. We are an active supporter of Worthwhile Wear and its goal of reaching and restoring women affected by human trafficking. GivingFuel is a powerful fundraising and donor management software that we integrated with Salesforce for Worthwhile Wear so that they could have an accurate and reliable system for tracking and reporting donations.
Syncing donations from GivingFuel to Salesforce can be a time-consuming and manual process, but it is essential to ensure accurate tracking and reporting of donations. With the help of Webconnex and Zapier, you can automate the process and streamline your workflow.
To get started, you'll need to create a Zap with mappings that will automatically trigger when a new donation is received through GivingFuel. The Zap will check to see if the donor already has an account and contact record in Salesforce, and if not, it will create them using the donor's email address as the unique identifier.
Once the account and contact records have been established, the Zap will create a new opportunity in Salesforce with the appropriate information, including the donation amount and any other relevant details. The Zap will also update a custom checkbox field to indicate that the opportunity was created by Webconnex.
To make it easier to review and manage the newly created opportunities, you can create custom list views in Salesforce. The "All Webconnex Donations" view will show you a full record of all the zapped records, while the "New Webconnex Donations" view will enable you to double-check all the Opportunity, Account, and Contact records to ensure accuracy.
Now, let's take a closer look at the steps involved in setting up this automated donation syncing process.
Step 1: Create a Zap with mappings
The first step is to create a new Zap in Zapier. You will need to select "GivingFuel" as the trigger app and "Salesforce" as the action app. Then, you'll need to set up the mappings to ensure that the data from GivingFuel is properly transferred to Salesforce.
Step 2: Trigger Zap if NEW Donation is received
Next, you'll need to specify the trigger conditions for the Zap. In this case, you want the Zap to trigger whenever a new donation is received through GivingFuel. You can also choose to include new recurring donations, but exclude new transactions on recurring donations.
Step 3: Check to see if an Account exists - match on email (person account)
The Zap will then check to see if the donor already has an account in Salesforce based on their email address. If an account already exists, the Zap will use the existing account ID. If not, it will create a new account record.
Step 4: Check to see if Contact exists - match on email
Similarly, the Zap will check to see if the donor already has a contact record in Salesforce based on their email address. If an existing contact record is found, the Zap will use the existing contact ID. If not, it will create a new contact record.
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Step 5: Create Opportunity
With the account and contact records established, the Zap will then create a new opportunity in Salesforce. It will include all the relevant details from the donation, such as the donation amount, date, and any custom fields you have set up. It will also update the "Created by Webconnex" checkbox to indicate that the opportunity was created through this automated process.
Step 6: Create List views
Finally, to make it easier to manage the new opportunities, you create custom list views in Salesforce. The "All Webconnex Donations" view will show you a full record of all the zapped records, while the "New Webconnex Donations" view will enable you to double-check all the Opp, Account, and Contact records to ensure accuracy.
Conclusion
Rithom, a company that specializes in helping non-profits and mission-driven organizations with their technology needs, was able to create this automated donation syncing process using their expertise in Salesforce, Webconnex, and Zapier. By building this custom solution for the non-profit organization, Rithom was able to help them save time, reduce errors, and improve the overall efficiency of their donation tracking and reporting process.
This is just one example of how technology can be leveraged to help non-profit organizations achieve their mission and better serve their communities. With the right tools and expertise, non-profits can streamline their operations, improve their fundraising efforts, and ultimately make a greater impact on the world.
Contact us today if you interested in speaking with a Salesforce expert about your non-profit organization.