Connect Your Salesforce Account to Fundraise Up with Zapier

Before connecting Salesforce, please make sure your Zapier account is connected to Fundraise Up (you can follow these steps to connect Zapier to your Fundraise Up account).

Once your Zapier and Fundraise Up accounts are connected, you can connect your Zapier account to Salesforce.

To do so, go to Connected Accounts (you need to be logged into Zapier).

Enter 'Salesforce' in the search box, and then click on the Salesforce logo.

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You will see a screen asking for your permission to connect the accounts.

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Click Yes, Continue.

You will be asked to enter your Salesforce credentials. Additionally, you may be asked for the security code emailed to the email address associated with your Salesforce account.

Log in with your Salesforce credentials (and enter the verification code if you are asked for it).

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Your Zapier and Salesforce accounts are now connected. You can verify it by going to Connected Accounts (you need to be logged into Zapier).

You should see the following:

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