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Fundraise Up: streamline fundraising data with Salesforce

Unleash the full potential of your nonprofit with Fundraise Up

Overview

See How Fundraise Up: streamline fundraising data with Salesforce Works

  • Automatic Record Creation: Directly generates Salesforce records for donations, campaigns, and supporters from Fundraise Up.

  • Comprehensive Data Sync: Seamlessly syncs all donation types (one-time, recurring, refunds) with Agentforce for Nonprofits.

  • Flexible Configuration: Customizable settings for optimal integration, including tailored mapping rules and sync schedules.

  • Effortless Setup: Easily integrates through Fundraise Up's user-friendly interface.

  • Scalable Solution: Supports growth with the capacity for multiple integrations per account.

Fundraise Up's powerful native Salesforce integration unifies your online fundraising strategy and CRM for a smoother workflow. Automatically sync donations, campaigns, and donor data, giving you a complete picture of your supporters. Automate workflows, saving you time and minimizing errors. Gain data-driven insights to personalize digital fundraising strategies and maximize online donor engagement. Our real-time, native integration covers all your donation platform needs — from one-time and recurring gifts to refunds, all neatly tracked in Salesforce. Plus, nonprofits or educational organizations can customize settings to fit nonprofit's workflow, like syncing test data and setting up own naming rules for transactions and commitments. Focus on what matters most - achieving your mission. Fundraise Up keeps your online fundraising strategy efficient and effective. Fundraise Up integrates with Agentforce for Nonprofits, Agentforce for Education, Salesforce NPSP, and Standard Salesforce.

Categories

Business Needs
Campaign Management
Dashboards & Reports
Payments Processing
Industries
Education
Government
Nonprofit
Personas
Administrator
Business Operations Manager
Business User
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Lightning Ready
Multiple Currencies