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 and update contact records for donors and fundraiser organizers
  • Create and update leads to campaigns
  • Update records with valuable reporting information

To learn more about our integrations with Salesforce, visit here
 

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Category: Finance

Xero

Connect your Pledge Data to your Xero bookkeeping processes.

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Google Analytics

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

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Mailchimp

Automatically update your mailing list, add new & recurrent donors, and manage campaign lists to your needs.

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Evite

Add a fundraiser to any Evite invitation to seamlessly fundraise directly through the platform.

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