Grassrootz to Salesforce integration operates in real time.
Grassrootz 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.
When 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.
When 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.
When 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.
For 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.
MoveData 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.
MoveData 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.
Keeping Salesforce up to date used to be a real challenge. With MoveData everything is automated and it’s been one of the best technical decisions we’ve made!Henry Wong Senior Salesforce Analyst Developer, UNICEF Australia
I can’t even tell you how many hours this has saved us. To have all our data integrated into Salesforce is extraordinary!Lauren Stewart Senior Manager Systems and Data, The Alfred Foundation
MoveData delivers thousands of data points into Salesforce every day - this allows us to successfully run World's Greatest Shave and our other major campaignsGlen Shields Head of Data & Analytics, Leukaemia Foundation
MoveData has helped us be much more effective in our fundraising - it cut out so much of the admin that swamped us last year!Larissa Wiese Marketing and Communications Manager Breast Cancer Care WA
The MoveData team are amazing! I would recommend their integrations to any non-profit that is looking to better manage and automate their incoming data flows.Conor Nolan Digital Executive, Cure Cancer Australia
The efficiency, accuracy and time savings have been a game changer for our foundation. I cannot recommend MoveData highly enough!Carolyn Campbell Operations, Shake It Up Australia Foundation
MoveData are excellent to work with - I would recommend their services to anyone seeking to integrate fundraising and donation data into SalesforceEmma Karst Digital Marketing Specialist, Caritas Australia
MoveData integrations are flexible, accurate and easy to use - and have already saved us loads of admin time. Thank you so much!Jo Price IT Integration and Transformation Manager, Sydney Children's Hospital Foundation
A really positive experience - the MoveData team are knowledgeable, responsive and great at problem solvingKatrina Locandro Marketing & Communications Manager, Liptember Foundation