GiveEasy’s API enables records to be created in Salesforce within ten minutes of an event occurring.
When a donation is created, updated or refunded in GiveEasy, MoveData upserts an opportunity record into Salesforce. This opportunity record is automatically associated with the contact and account representing the GiveEasy user making the donation, as well as the Salesforce campaign to which the opportunity relates.
MoveData will automatically create (or update) a contact in Salesforce whenever contact information is provided by GiveEasy. MoveData sets information on the contact record such as first name, last name and email address and relates the contact record with any associated campaign, account and opportunity records. MoveData runs your Salesforce duplicate rules when creating contacts which ensures correctness as per matching criteria defined in Salesforce.
MoveData will automatically create (or update) an account in Salesforce whenever account information is provided by GiveEasy. This includes support for both household accounts and company accounts and affiliations representing relationships between contact and account records.
MoveData will automatically create (or update) an opportunity in Salesforce whenever donation information is provided by GiveEasy. MoveData sets information on the opportunity record such as amount, stage, close date, description, donor contact etc and relates the opportunity record with the associated campaign, contact and account records. This includes support for a wide range of donation scenarios including refunds, anonymous donations, foreign currency donations etc.
MoveData will automatically create (or update) a campaign in Salesforce whenever campaign information is provided by GiveEasy. MoveData sets information on the campaign record such as name, parent, status, URL, description, expected revenue, fundraiser contact etc and relates the campaign record with the associated contact, account and opportunity records.
MoveData can be easily customised to support your Salesforce data model and business logic requirements. This may apply to organisations who have customised Salesforce Nonprofit Success Pack and to those who do not use Salesforce Nonprofit Success Pack at all. Once the required customisations are identified we implement extensions to support those customisations which ensure the necessary information is set when data automatically imports from connected platforms. To learn more please complete the form on this page or book a demo.
The GiveEasy integration for Salesforce is available on the MoveData Plus plan 😊