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Raisely Integration for Salesforce
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⏰ Integration Frequency

Raisely’s real time API enables data to be pushed into Salesforce within seconds of an event occurring.

🚀 MoveData: How It Works

 

⚡ Raisely Triggers

Donation

When a donation is created, updated or refunded in Raisely, MoveData creates or updates an opportunity record in Salesforce. This opportunity record is automatically associated with the related contact, account and campaign records attached to the Raisely donation.

Registration

When a registration is created or updated in Raisely, MoveData creates or updates a campaign record in Salesforce. This campaign record is automatically associated with the related contact and account records attached to the Raisely registration. Campaigns are nested and support a campaign, team, fundraiser hierarchy for easy reporting in peer to peer, community and DIY fundraising events.

Recurring Donation

When a recurring donation is created, updated or cancelled in Raisely, MoveData creates or updates a recurring donation record in Salesforce. The recurring donation record is automatically associated with the related contact, account and campaign records attached to the Raisely recurring donation. In Nonprofit Success Pack, Salesforce will automatically create a series of pledged opportunities associated with the recurring donation, and these are updated as “closed won” when subsequent donations are received.

☁️ Salesforce Actions

Create Campaign

When a donation, registration or recurring donation is created or updated in Raisely, MoveData creates or updates the matching campaign record in Salesforce. Campaigns are nested and support a campaign, team, fundraiser hierarchy for easy reporting in peer to peer, community and DIY fundraising events. Data includes name, start date, fundraising page owner, parent campaign, status, campaign URL, fundraising target etc.

Create Contact

When a donation, registration or recurring donation is created or updated in Raisely, MoveData creates or updates the matching contact record in Salesforce. MoveData uses your Salesforce duplicate rules when creating contacts which ensures errorless duplicate management (no more duplicates!). Data includes first name, last name, email address, mobile phone number, home address etc.

Create Account

When a donation, registration or recurring donation is created or updated in Raisely, MoveData creates or updates the matching account record in Salesforce. MoveData supports household and company accounts and uses your Salesforce duplicate rules when creating contacts which ensures errorless duplicate management (no more duplicates!). Data includes account name, address, primary contact etc.

Create Opportunity

When a donation is created or updated in Raisely, MoveData creates or updates the matching opportunity record in Salesforce. MoveData supports a wide ranges of donation scenarios including refunded, partially refunded, anonymous, company donation and more. Data includes amount, status, campaign source, fee information, receipt number etc.

Create Recurring Donation

When a recurring donation is created or updated in Raisely, MoveData creates or updates the matching recurring donation record in Salesforce. In Nonprofit Success Pack, Salesforce will automatically create a series of pledged opportunities associated with the recurring donation, and these are updated as “closed won” when subsequent donations are received. Data includes amount, start date, instalment period, campaign etc.

💰 Raisely Integration Pricing
CONNECT RAISELY WITH SALESFORCE
$249
Monthly subscription
  • Raisely integration for Salesforce
  • Real time data
  • Unlimited monthly tasks
  • Smart duplicate rules
  • Record mapping engine
  • MoveData Salesforce App
  • Ticketed support
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Powering Nonprofits who use Salesforce worldwide
"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
"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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