FrequencyGrassrootz to Salesforce integration operates in real time.
SetupGrassrootz to Salesforce integration requires your Grassrootz API Key and Secret to connect and appropriate webhook URL added in Grassrootz. This takes all of two minutes to configure – for more information read our Grassrootz Documentation.
Grassrootz Triggers
DonationWhen a donation is created, updated or refunded in Grassrootz, MoveData creates (or updates) a corresponding opportunity record in Salesforce. This opportunity is automatically associated with the appropriate contact and/or account making the donation and Salesforce campaign to which the opportunity relates.
CampaignWhen a campaign, team or fundraiser is created or updated in Grassrootz, MoveData creates (or updates) a corresponding campaign record in Salesforce. This campaign is automatically associated with the appropriate contact and/or account undertaking the fundraising and all opportunities solicited via that campaign. For campaigns involving teams and fundraisers MoveData automatically parents campaigns within a nested multi-level hierarchy reflecting your fundraising structure and relationships inside Grassrootz.
Recurring DonationWhen a recurring donation is created or updated in Grassrootz, MoveData creates (or updates) a corresponding recurring donation record in Salesforce. The recurring donation is automatically associated with the appropriate contact and/or account making the recurring donation and Salesforce campaign to which the recurring donation relates. As future donations are received in MoveData automatically matches and updates forecast pledged opportunities to a stage of Closed Won.
Salesforce RecordsFor complete information (including all objects and fields created by default) see our Data Library. Integrations can be easily extended to support custom information captured in Grassrootz and/or particular business rules as data is pushed into Salesforce.
MoveData creates (or updates) contact records whenever Grassrootz provides donor or fundraiser information. Contacts are automatically associated with campaigns, accounts, recurring donations and/or opportunity records representing their actions in Grassrootz. This provides a holistic view of contacts and their actions in Grassrootz allowing you to automate reporting, marketing, support and other downstream initiatives through Salesforce. MoveData uses your Salesforce duplicate rules when creating contacts to determine if a record already exists and if so append data to that existing record.
MoveData creates (or updates) account records whenever Grassrootz provides donor or fundraiser information. This includes support for both household and organisation accounts (the latter in contexts where the user has made a company donation or has setup a company fundraising page). Accounts are automatically associated with contacts, campaigns, recurring donations and/or opportunity records representing the actions of that account and its affiliated contact(s) in Grassrootz. As with contacts, MoveData uses your Salesforce duplicate rules when creating accounts to determine if a record already exists and if so append data to that existing record.
MoveData creates (or updates) campaign records whenever campaign, team or fundraiser information is provided by Grassrootz. Campaigns are automatically associated with their respective contact, account, recurring donation and/or opportunity records. For campaigns involving teams and fundraisers MoveData automatically parents campaigns within a nested multi-level hierarchy to reflect your fundraising structure and relationships inside Grassrootz.
MoveData creates (or updates) opportunity records whenever donation information is provided by Grassrootz. Opportunities are automatically associated with their respective campaign, contact, account and/or recurring donation records. This includes support for a wide range of donation scenarios including refunds, anonymous donations, foreign currency donations and so forth.
Create Recurring DonationMoveData creates (or updates) recurring donation records whenever recurring donation information is provided by Grassrootz. Recurring Donations are automatically associated with their respective campaign, contact, account and/or opportunity records. As future donations are received in MoveData matches and updates forecast pledged opportunities to a stage of Closed Won and also supports a wide range of recurring donation statuses.
Customise your Grassrootz IntegrationMoveData integrations are fully customisable and can be quickly extended to fit your exact needs. Often organisations will capture custom information in Grassrootz which they need stored in Salesforce and/or require information to be pushed into Salesforce according to a particular set of business rules. MoveData supplies a set of visual workflows (Salesforce Lightning Flows) which map out-of-the-box to Salesforce Nonprofit Success Pack (NPSP) – these can be easily extended to accommodate new logic in your integration. For more information view our Worked Examples or Ask MoveData to customise your Grassrootz to Salesforce integration for you.
Grassrootz Integration Pricing 
