Grassrootz Integration for Salesforce
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⏰ Integration Frequency

Grassrootz’s API enables records to be created in Salesforce within seconds of an event occurring.

🚀 MoveData: How It Works

 

⚡ Grassrootz Triggers

Donation

When a donation is created, updated or refunded in Grassrootz, MoveData upserts an opportunity record into Salesforce. This opportunity record is automatically associated with the contact and account representing the Grassrootz user making the donation, as well as the Salesforce campaign to which the opportunity relates.

Campaign

When a campaign is created or updated in Grassrootz, MoveData upserts a campaign record into Salesforce. This campaign record is automatically associated with the contact and account representing the Grassrootz user undertaking the campaign, as well as opportunity records representing donations made to the campaign. Includes support for all mass participation events administered via Grassrootz.

Recurring Donation

When a recurring donation is created or updated in Grassrootz, MoveData upserts a recurring donation record into Salesforce. The recurring donation record is automatically associated with the contact and account representing the Grassrootz user making the recurring donation, as well as the Salesforce campaign to which the recurring donation relates. As subsequent donations are received in, MoveData updates forecast pledged opportunities to a stage of Closed Won.

☁️ Salesforce Actions

Create Contact

MoveData will automatically create (or update) a contact in Salesforce whenever contact information is provided by Grassrootz. 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.

Create Account

MoveData will automatically create (or update) an account in Salesforce whenever account information is provided by Grassrootz. This includes support for both household accounts and company accounts and affiliations representing relationships between contact and account records.

Create Opportunity

MoveData will automatically create (or update) an opportunity in Salesforce whenever donation information is provided by Grassrootz. 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.

Create Recurring Donation

MoveData will automatically create (or update) a recurring donation in Salesforce whenever recurring donation information is provided by Grassrootz. MoveData sets information on the recurring donation record such as amount, frequency, open-ended status, donor contact etc and relates the recurring donation record with the associated campaign, contact and account records. As subsequent donations are received in, MoveData updates forecast pledged opportunities to a stage of Closed Won.

Create Campaign

MoveData will automatically create (or update) a campaign in Salesforce whenever campaign information is provided by Grassrootz. 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.

⚙️ Salesforce Customisation

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.

💰 Grassrootz Integration Pricing
Plus
🇺🇸$179
Monthly subscription

The Grassrootz integration for Salesforce is available on the MoveData Plus plan 😊

  • Grassrootz to Salesforce integration
  • Unlimited monthly tasks
  • Smart duplicate rules
  • Integration configuration engine
  • MoveData Salesforce App
  • Ticketed support
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    Powering Nonprofits who use Salesforce worldwide
    "Keeping Salesforce up to date used to be a real challenge. Having implemented the MoveData integration, 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 cut back. To have it all working is extraordinary."
    Lauren Stewart
    Senior Manager Systems and Data, The Alfred Foundation
    "We depend on MoveData to deliver tens of thousands of real-time donations and registrations into Salesforce - so we can successfully run the World's Greatest Shave and our other major campaigns."
    Glen Shields,
    Head of Data & Analytics Leukaemia Foundation
    "The MoveData integration has helped us be much more effective in our fundraising. Implementing the integration made us realise there was a lot more we could actually do in Salesforce – far more than we had originally thought!"
    Larissa Wiese
    Marketing and Communications Manager Breast Cancer Care WA
    "Real time integration allows us to run timely and contextual marketing automation. Because of this, we have seen improved metrics across the board as people engage with their fundraising more actively."
    Conor Nolan
    Digital Executive
    Cure Cancer Australia
    "The piece that was pivotal for us was the ability to financially track our fundraisers. This was hard to manage with our previous processes – MoveData has seamlessly solved something which was always very time consuming, manual and open for errors."
    Jo Flanagan
    Development Services Manager
    Chris O'Brien Lifehouse
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