AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

GiveSmart Fundraise Salesforce Connector | Mission-Driven Fundraising Solution

Automate data syncing, save time, reduce errors, gain real-time insights

Overview

  • One-way data sync from GiveSmart Fundraise to any Salesforce instance on a scheduled or ad hoc basis

  • Maps to any Salesforce Object, whether standard or custom

  • Syncs event donor and transaction data to Contact and Opportunity fields

  • Includes configurable record-matching logic

Save time, reduce errors, and unlock real-time donor insights with the GiveSmart Fundraise Salesforce Connector. With GiveSmart Fundraise, powered by Momentive Software, planning and hosting impactful fundraising campaigns has never been easier. - Create custom donation forms and campaign sites - Include recurring giving options and corporate matching - Host engaging Peer-to-Peer campaigns with leaderboards - Send SMS messages and Text-to-Donate campaigns - Stand out with custom keywords and QR codes - and much more to simplify your fundraising experience Automatically sync data from GiveSmart Fundraise into your Salesforce instance for real-time insights, without the manual hassle. - Access real-time data insights - Save staff time with automation - Reduce human errors from manual processes - Launch a one-way data sync on an ad-hoc or scheduled basis - Map data to any Salesforce object field, standard or custom Momentive Software also provides fundraising event management, ticketing, auctions, voting contests, raffles and more through GiveSmart Events. Search the AppExchange for GiveSmart Events.

Categories

Business Needs
Marketing
Finance
Integration
Industries
Education
Nonprofit
Personas
Administrator
Executive
Marketer
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Managed Package
Salesforce Mobile

More from Momentive Software

  • by Momentive Software
    Nimble AMS is an enterprise Association Management System for professional and trade associations.
  • by Momentive Software
    No Ratings
    A leading solution for planning and managing fundraising events, GiveSmart Events, powered by Momentive Software, provides a delightful donor experience for auctions, ticketing, live displays and so much more.
  • by Momentive Software
    Nimble Communities is an online community for associations built by Community Brands on the Experience Cloud platform.