In order to run an effective fundraising program, we know it’s essential for organizations to have access to their donor and contribution data where and when they need it.
That’s why we’re excited to announce that we’ve just rolled out an integration with Salesforce! If you’re using AB Charities to fundraise but using Salesforce as your CRM, you’ll now be able to sync data across both platforms in real time. And it’s free!
Salesforce is a leader in the nonprofit space and we’re very excited we could build this integration. Now folks using their tools and ActBlue will have access to all the details of a contribution (like whether it was recurring, the amount, and the refcode), as well as donor info including email addresses within Salesforce, all in real time.
Using this new integration will help nonprofit organizations run data-driven fundraising programs and build workflows that are best for their budget and their goals. If you’re interested in setting up a Salesforce integration with AB Charities, or have any questions about this new feature, you can email us at firstname.lastname@example.org.
For those organizations that might be using other CRMs, we offer integrations with several other platforms, and we offer open webhooks. These can provide more flexibility in the way your organization retrieves and works with your data. If your organization wants to hear more about using webhooks, you should reach out to our team and we can provide you with the details.
And we’re happy to continue integrating with new platforms — if there’s a specific integration you’re interested in, please get in touch with us!