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We've recently released our free Salesforce integration. You can now automatically export your campaigns, donors, and donations to Salesforce.
How to Get Started
1. To get started, login to your account go to Account > Salesforce. Click Connect to Salesforce and login to your Salesforce account.
2. Once connected, click Map Form Fields and map the appropriate form fields in GiveForms with the fields in Salesforce.
3. You can then map each GiveForm to a Salesforce campaign. Click on Forms, then select the form you want to sync to Salesforce. You'll see a dropdown with the Salesforce campaigns. Map the form to the right campaign, click Save, and you're done!
If you need help, feel free to reach out to support and we'll be happy to answer any questions you may have.
