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Product Description
The GiveWP Salesforce add-on is tailor-made to integrate your WordPress donor database with your nonprofit's CRM, specifically designed for Salesforce Nonprofit Success Pack (NPSP) accounts. This powerful add-on ensures seamless synchronization of new donors, donations, and subscriptions to Salesforce, categorizing them as Contacts, Donation Opportunities, and Recurring Donations.
Connecting GiveWP to Salesforce has never been easier. With a simple click on the Salesforce connection button in your GiveWP settings within the WordPress admin dashboard, you can directly link to your Salesforce NPSP account, eliminating the need for a Zapier connection.
Simplify your donor management by automating the syncing of GiveWP donors with your Salesforce NPSP contacts. Each donation is meticulously added to an existing Salesforce contact or generates a new one, allowing effortless donor management within Salesforce.
New contacts are automatically created in your Salesforce Nonprofit account based on donor email addresses and names. To prevent duplicate records, GiveWP conducts a thorough check for existing donors before creating new ones, ensuring data accuracy. In cases where a donor already exists, GiveWP updates the contact information.
Effortlessly track recurring donations and renewals by seamlessly integrating the GiveWP Salesforce add-on with the Recurring Donations feature. When a new GiveWP subscription is initiated, it's synced to a corresponding Salesforce Recurring Donation record. All subscription renewals are seamlessly integrated within Salesforce Recurring Donations as new Donation Opportunities.
Get started with the GiveWP Salesforce Add-on by purchasing a Plus or Pro Plan today! These plans include the Salesforce add-on, along with Recurring Donations, Tributes, Fee Recovery, and more. Maximize your fundraising potential by exploring our Peer-to-Peer Fundraising Suite, empowering you to significantly increase your fundraising revenue.
