GiveWP Salesforce

GiveWP Salesforce allows you to connect GiveWP with the Salesforce CRM. Designed specifically for Salesforce NPSP accounts (Salesforce Nonprofit Success Pack), GiveWP Salesforce Automatically sync your donors, donations and subscriptions as contacts, one-time donations and recurring donations from Salesforce.

Characteristics of GiveWP Salesforce

• Log in to Salesforce to connect with GiveWP in a very easy way.
• No cumbersome options: install, login and you're done.
• Synchronize donors by their e-mail address.
• Soporte para donaciones recurrentes (necesita el add-on GiveWP Recurring Donations).

About GiveWP Salesforce

GiveWP Salesforce offers the ability to automatically synchronize information such as donor name, email, amount donated and transaction date. This data can be mapped to specific fields within Salesforce to become part of the contact's profile or associated with specific campaigns.

In addition to the basic data, it is possible to map custom fields, allowing you to tailor the integration to different organizational structures or monitoring needs. This functionality is useful for NGOs, foundations and projects that require a high level of detail in their reporting and analysis.

Settings within the WordPress dashboard

GiveWP Salesforce is configured directly from the WordPress administration environment. Once the extension is installed, you need to connect GiveWP to Salesforce via API credentials or OAuth authentication. From there, rules can be set up to control how and when information is sent.

The configuration process is intended to be intuitive and does not require programming. You can choose which forms trigger synchronization and define the conditions under which data is sent to Salesforce. This provides flexibility to adapt the integration to different donation scenarios.

Adaptation to multiple use cases

GiveWP Salesforce is useful for organizations that manage fundraising campaigns and want to keep a detailed record of interactions with their donors. It also allows you to automate tasks such as creating contacts, associating with opportunities or updating fields in existing records within the CRM.

Its implementation facilitates the continuity of communication with donors, the analysis of behavioral patterns and segmentation for future campaigns. This contributes to a more strategic management focused on real data.

Compatibility and technical requirements

To use GiveWP Salesforce you need to have GiveWP installed and active on your WordPress site, as well as a Salesforce account. It is compatible with modern versions of WordPress and integrates without interfering with other GiveWP plugins or extensions.

It is designed to work well for sites with varying volumes of traffic and donations, and is suitable for both small organizations and larger entities that handle a large number of transactions.

The add-on GiveWP Salesforce requires the free GiveWP plugin to work.

To download GiveWP Salesforce from WPZone you will receive exactly the same .zip file you would get from GiveWP. Save up to 98 % and in a totally safe and virus free way, as all files are verified by McAfee Secure.

Version information

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