1. Integrations
  2. CRM
  3. Salesforce

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 contact records for donors
  • Create leads, opportunities, or campaign records from donations
  • Map donation data to your chosen Salesforce fields

To learn more about our integrations with Salesforce, visit here. 
 

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Category: Marketing

Zoom

Any Zoom meeting or webinar can become a fundraiser for nonprofits in minutes through the Donations by Pledge App.

Category: Admin

Gmail

Notify your team when new donors make an impact with Pledge and connect your donors to email communications.

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Mailchimp

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

Category: Finance

Xero

Connect your Pledge Data to your Xero bookkeeping processes.

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