Salesforce Integration
complete
Matt Cromwell
As a nonprofit organization wanting to have strong relationships with my donors, I want to have all my GiveWP donor/donation date tightly integrated with Salesforce.
There is a free tier of Salesforce which is avaialble to NPOs specifically. A GiveWP add-on that sends new donor and donation date to Salesforce and can apply specific tags per form would be a big step in the right direction.
Helpscout currently shows 414+ tickets where Salesforce is explicitly mentioned.
Matt Cromwell
We are in the beginning phases of working out what an official GiveWP + Salesforce integration would look like. If you have a vested interest in seeing that happen and would like to speak with me about it, I'm going to be on this Zoom call, this Friday at 10am Pacific.
Keep in mind that we're entertaining integrating with the Nonprofit Success Pack only at this time.
Register here:
https://us02web.zoom.us/meeting/register/tZ0tcOqspjIiHtImVD0hgYOZsTZm0OkiQVs3
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Bill C
"Complete" is a very misleading tag for this feature.
The integration lacks many of the most standard fields in NPSP and will require any organization using it to do heavy manual entries on a regular basis to maintain.
The documentation here tells us that extending this addon to include standard NPSP fields requires a developer.
The original ticket here mentions more than 400 tickets on helpscout. There are several other tickets related to this integration that could all be merged into a single ticket to more accurately express the need for this add-on to someday be completed.
Ben Meredith
complete
THIS. IS. AVAILABLE.
Go an download it today: https://givewp.com/addons/salesforce/
And here's the documentation to get started: https://givewp.com/documentation/add-ons/salesforce/
Jason Adams
in progress
Matt Cromwell
We are in the beginning phases of working out what an official GiveWP + Salesforce integration would look like. If you have a vested interest in seeing that happen and would like to speak with me about it, I'm going to be on this Zoom call, this Friday at 10am Pacific.
Keep in mind that we're entertaining integrating with the Nonprofit Success Pack only at this time.
Register here:
D
Darren Russ
We are a Salesforce Integration Partner (Enrite Solutions - enrite.com.au) and would like to talk to the dev team about how we could work together on an integration. Please contact me at darren.russ@enrite.com.au.
David Lloyd Webber
We currently use Salesforce's Dataloader tool to manually import Give's CSV data files into Salesforce's NPSP Data Import tool. It would be brilliant if Give was able to automate this process, ie send data straight from Give into NPSP Data Import without having to manually download the CSV file. As well it would important to have the ability to configure data columns from the CSV file straight to field mappings in Salesforce. If it's of use, these are the saved mappings we use in our manual process using data loader:
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Adam Bocik
David Lloyd Webber: Hi Dave, based on your DataLoader mapping, it looks like you could save yourself some time and automate this using the Zapier integration. See my note to Al Briggs below; I explain how we've mapped it for clients. Feel free to reach out if you like. evergreenresults.com
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Adam Bocik
Honestly, the Zapier integration has worked for me in integrating GiveWP and Salesforce thus far. That said, where most donation platform/Salesforce integrations have failed us in the past has been in how they send recurring donations data. Salesforce has an out-of-the-box Recurring Donations object that acts as a parent record for all "Donation" records under it. Donations is a separate object in Salesforce. So, if someone were to check the box for a recurring donation on the GiveWP form, that should create a "Recurring Donation" record, the "Donation" record, and the "Payment" record.
In Salesforce, the other records related to a donation that you need to consider are:
• Recurring Donations
• Payments
• GAUs
• Contacts
• Accounts
Salesforce NPSP has some automation that can potentially take care of the Payments, GAUs, and Account automatically.
Most integrations I've seen do a lookup based on email. If no email, create new Contact which in NPSP automatically creates the Account too. Then, whether a Contact is found or you create a new Contact, the ID is pulled back in order to create a new Donation record associated with that Contact ID. By setting the donation stage to Posted, the Payment is usually automatically created and Completed as well. That's typically the extent of Donation/Salesforce integrations.
As mentioned previously, it's a slightly different process for a recurring donation because of the need to create Recurring Donation record first. The challenge with managing the recurring donation is the renewals. Each renewal would be entered as a new donation, but in Salesforce, it automatically creates a admin-specified number of donation records for recurring donations where the stage is set to Pledged. You'd have to look up the correct "Pledged" donation record and apply the renewal payment to that "Pledged" donation record, adding a payment record, and updating the donation stage to Closed.
There are so many unique Salesforce configurations and settings in the NPSP ecosystem, that honestly, I would focus on making sure that all of the endpoints from Give WP are available through Zapier. While maybe not as intuitive to build, it's the surest way to cover your base. Happy to discuss further on call/video.
A
Alex Briggs
Adam Bocik: Hi Adam, we tried using Zapier too but found it was a bit like a house of cards, when one small thing went wrong the whole zap went mad, did you find a similar thing? Also out of interest how many tasks does one zap of processing a new donation take for you? As for us it was taking about 15-20 tasks per zap (e.g checking for duplicate contacts, creating new contacts, etc) and became very expensive very quickly.
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Adam Bocik
Alex Briggs: Hi Al, it took us a few days to get the kinks worked out, but it's been running smoothly for several months now. Regarding the number of tasks per zap, we use a mix of NPSP automation/triggers in Salesforce in addition to Zapier, so ours looks like this (we are not accounting for recurring donations for this particular case):
- Trigger: Give WP Submission
- Action: Contact Lookup based on email; returns Contact ID if found or creates new Contact if not found and returns new Contact ID
- Action: Create Donation record with stage set to Posted (closed won); this automatically creates the Payment record; default GAU is used; Contact Role is automatically created; and soft credits automatically assigned based on Account's related Contacts (if Household)
- Action: Create Activity related to Donation that notes that Give WP email/receipt was sent
We're still able to get by on Zapier's Starter plan with 3000 actions, and 20 Zaps for $20/mo.
FYI - We're an agency and help several clients with this kind of work, usually either integrating their websites' forms with Bloomerang or Salesforce.
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Alex Briggs
Adam Bocik: this is really useful thanks Adam, we’ll give this a crack next week and see how we get go. It’s really appreciated thank you
A
Adam Bocik
Alex Briggs: Happy to help. Good luck!
Ben Meredith
under review
This is getting enough traction for us to begin the process of brainstorming what a salesforce integration might look like.
Here's where you come in. We (apart from a few of us) on the GiveWP team are not power users of Salesforce or any other CRM software, so it's a bit like asking us to build a woodworker's tool kit when we've never done it. You are the experts in what this integration might look like. How you can best help us is to line out very specifically what you'd like to see from this integration.
What features are most valuable? What features are "rabbit holes" that would take a lot of work to get "just right" but ultimately provide you with little value? What are the dealbreaker/must-have features?
Comment here. The more exhaustive the comment, the better.
The more information we can take to the product team about this integration, the better!
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David Marek
Completely support this. We had to employ a contractor to write a Salesforce integration service to do this for our donors and donations.
Abdullah
+1, I completely support this. It would save hours of manual labour in preparing and importing data.
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