Using Donorbox + Salesforce to Engage Supporters

Download our free resource to learn how to use these two powerful tools to access key insights and better understand your donors.

The right insights can make it easier to create personalized outreach that encourages your donors to give and helps you build better long-term relationships.

By combining Donorbox and Salesforce, you can make a big difference for your organization through the power of insights. And our free Donorbox + Salesforce downloadable will help you figure out the best way to access, learn from, and use this critical information.

How To Put Donorbox + Salesforce To Work For Your Organization

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. 

  1. Sign up for a Salesforce account. Note that you can use either Salesforce Nonprofit Success Pack (NPSP) or Nonprofit Cloud.
  2. Toggle on the ‘Salesforce Integration’ in your Donorbox account.
  3. Log in with your Salesforce account and allow the connection. 
  4. 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.

About Donorbox

Donorbox aims to provide nonprofits with simple, effective tools to manage their fundraising activities, form better relationships with their donors, and build sustainable growth for their organization.

As one of the industry’s top fundraising platforms, Donorbox offers a variety of products, including donate buttons, embedded fundraising forms, custom fundraising pages, Text-to-Give, Peer-to-Peer, crowdfunding campaigns & more.

Donorbox is free to sign up, with no contracts and no montly fees. Along with the lowest processing fees in the industry, we have all the tools you'll ever need to get your mission from start to sustainability to success!