Download Free GiveWP Salesforce Addon
Leverage the full power of GiveWP and Salesforce by connecting your WordPress donor database to your nonprofit’s CRM. Designed specifically for Salesforce Nonprofit Success Pack (NPSP) accounts, the GiveWP Salesforce add-on automatically syncs your new donors, donations, and subscriptions to Salesforce as Contacts, Donation Opportunities, and Recurring Donations.
HIGHLIGHTS
- Log in to Salesforce to connect GiveWP
- No settings to fuss with or manage
- Match donors by email address
- Support for recurring donations
No more Zapier connection necessary! Simply use the Salesforce connection button in your GiveWP settings, found in the WordPress admin dashboard, to connect to your Salesforce Nonprofit Success Pack account.
SIMPLIFY SALESFORCE DONOR MANAGEMENT
Automatically sync your new GiveWP donors with your Salesforce NPSP contacts. Each donation will either be added to an existing Salesforce contact or create a new one for you. From there, you can manage your donors in Salesforce just as you would any other contact.
Contacts are created in your Salesforce Nonprofit account automatically based on donor email address and name. To avoid duplicate records, we first check if a Donor exists in your account before creating one. If the donor exists, GiveWP will update the contact.
TRACK RECURRING DONATIONS AND RENEWALS
The GiveWP Salesforce add-on works with the Recurring Donations add-on seamlessly. When a new GiveWP subscription is created it will be synced to a new Salesforce Recurring Donation record. All your GiveWP subscription renewals will be added within the Salesforce Recurring Donation as a new Donation Opportunity.
