Step-by-step for connecting Fundraise Up to SalesForce via Zapier
Important: Please make sure your Zapier account is connected to Fundraise Up (if not, follow these steps) and to Salesforce (if not, follow these steps). Once Zapier is connected to both Fundraise Up and Salesforece, click Make a Zap.
Once you are on this page, click on the Fundraise Up logo.
You have six triggers available. These triggers represent different events / flows that can be triggered by Fundraise Up.
Trigger #1 – New Donation
This Zap consists of four steps. In the first step, you fetch the data from Fundraise Up. In the second step, you find or create Contact in Salesforce. In the third step, you find or create Account in Salesforce. In the fourth step, you create Opportunity in Salesforce.
Step 1. Fetch donation data from Fundraise Up.
Select New Donation, and click Save + Continue.
You will see the following screen. You can click Test to make sure the connection works.
Click Save + Continue.
Click Continue. It is a good practice to name your Zap. In our case, the name is Donation flow. You can do it on the left hand side of the page.
Step 2. Find or create a Contact in Salesforce
Now, please click on the Salesforce logo under Choose an Action App.
Choose Find a Contact, and click Save + Continue.
You will see the following screen:
Click on the dropdown arrow to the right of the Field to Search By field.
Enter 'email' in the search box, and then select it.
Then click on where it says Insert a Field (the words show on mouse hover, see screen shot below). You will see a dropdown list of different field names whose values Fundraise Up API passes along. Select 'Supporter Email.'
Then check Create Salesforce Contact if it doesn't exist yet?
Click on the dropdown to the right of the Last Name field. Again, you will see a dropdown list of different field names whose values Fundraise Up API passes along. Select Supporter Last Name.
Go through all the fields you want to populate in a similar fashion, then click Continue. On the next screen, you can click Fetch & Continue. It will fetch the Fundraise Up data.
Please note that when you click Re-test Salesforce to get another contact, it may create another instance of test data.
Click Add a step.
Step 3. Find or Create an Account in Salesforce.
Click on the Salesforce logo in the list of applications (you may have to search for 'salesforce' in the search box if you have a lot of connected apps).
Then pick Find an Account (again, you may have to search for 'account' in the search box if the list is too long).
Click Save + Continue. Then click Save + Continue again on the next page.
In the Field to Search by, please select Account ID.
In Search Value field, click on the dropdown on the right. It shows all the previous steps that are passing data. Make sure you have the second step (Salesforce Find a Contact) selected. Alternatively, you can type 'account' in the search box, and then select 'Account ID.'
If you want a new account to be created when an existing one is not found, please check Create Salesforce Account if it doesn't exist yet? and then finish setting up the Account Name field and other fields according to your organization's Salesforce practices.
Step 4. Find or Create an Account in Salesforce.
Click Add another step (on the left hand side of the page).
Under Choose an Action App, choose Salesforce (you may have to search for 'salesforce' in the search box if you have a lot of connected apps).
Under Select Salesforce Action, choose Create Opportunity (you may have to search for 'opportunity' in the search box to make the list shorter), then click Save + Continue.
Click Save + Continue again.
Click the dropdown to the right of the Name field, and select New Donation.
You can put 'name' in the search box, and select Supporter Full Name.
Then under Stage, please select Posted.
Under Close Date, pick Created At from the New Donation trigger.
Please fill in remaining the optional fields according to the Salesforce practices of your organization, and click Continue at the bottom of the page.
On the next page, please click Send Test to Salesforce.
When you are ready, you can turn your Zap on.