The Give – Salesforce integration connects your GiveWP donations with Salesforce CRM, syncing donors, donations, and campaigns in real time. It helps nonprofits centralize data, automate workflows, and improve fundraising insights without manual data entry—so you can focus on impact.
- Real-time sync of donors, donations, and recurring gifts to Salesforce
- Map GiveWP fields to Salesforce Leads, Contacts, Accounts, and Opportunities
- Create or update records automatically to prevent duplicates
- Custom field mapping for standard and custom Salesforce objects
- Two-way data enrichment with flexible sync rules
- Support for Opportunities, Campaigns, and Campaign Member statuses
- Tag donors and attribute donations to specific Campaigns
- Sync one-time and recurring donations with payment status tracking
- Advanced filters to segment which donations or forms sync
- Error logging and retry queue for reliable data transfer
- GDPR-friendly controls with opt-in and consent fields
- Webhook-based performance for fast, scalable syncing
- Multisite compatible and works with popular payment gateways
- Supports UTM parameters for source and campaign attribution
- Easy setup wizard with test mode and manual re-sync tools