With the Donorbox + Salesforce native integration, you can take two industry-leading tools and combine them into one powerful solution for your nonprofit.
Salesforce is a best-in-class customer relationship management (CRM) system with all the features you need to gather and analyze data to better understand and build relationships with your donors. And Donorbox provides you with innovative fundraising features that empower you to raise more funds. By integrating the two, donor data flows automatically from your Donorbox campaigns into your Salesforce CRM, making tracking and using important supporter information easier than ever.
The downloadable Donorbox + Salesforce Guide above acts as a Salesforce for Nonprofits tutorial, walking you through several ways you can put Salesforce to work for your organization.
But, first, you need to launch the integration! Find a detailed step-by-step guide in this blog, and follow the simple steps below.
- Sign up for a Salesforce account. Note that you can use either Salesforce Nonprofit Success Pack (NPSP) or Nonprofit Cloud.
- Toggle on the ‘Salesforce Integration’ in your Donorbox account.
- Log in with your Salesforce account and allow the connection.
- Map your custom fields and export data (as needed or desired).
And that’s it! You’re all set up for Donorbox + Salesforce success!
Now, use the Donorbox + Salesforce Guide above to learn more about different ways you can use your new integration to benefit your organization, including:
- Creating informed custom asks on your giving page
- Meeting your donors where they’re at
- Personalizing email outreach with pre-built templates
- Segmenting your donors to create targeted messages
- And more!
Following these steps and tips will help you create sustainable growth for your organization by using critical data and building longer-lasting relationships with your supporters.
