The GiveNow Salesforce integration allows organisations on the Pro plan to automatically sync donation data from GiveNow into their Salesforce account. It supports the Salesforce Nonprofit Success Pack (NPSP) only and does not currently support Salesforce Nonprofit Cloud.
Note: The Salesforce integration is limited to causes and donations. Event and membership data is not included. The integration has limited customisation options and is not actively being developed. For organisations looking for a more flexible connection between GiveNow and Salesforce (or other CRM platforms), we recommend using the Zapier integration as a bridge.
How does the integration work?
Once configured, the integration works as follows:
- Your OrgHQ administrator connects GiveNow to your Salesforce account. See How do I set up the Salesforce integration in OrgHQ?
- After the connection is established, GiveNow automatically sends all previous donations (from a date you specify) to Salesforce.
- From that point on, GiveNow sends each new confirmed donation to Salesforce in real-time. A nightly batch process also picks up any donations that could not be sent during the day.
- Causes in GiveNow are represented as Salesforce campaigns. CrowdRaisers and regular donations are represented as child campaigns under the relevant cause.
For a detailed explanation of how donations, contacts, and campaigns are created in Salesforce, see How are donations sent to Salesforce?