Connect Charitable to Salesforce

This integration lets you connect Salesforce to Charitable and all your favorite checkout, registration, and contact form plugins at no extra cost.

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Automate Salesforce and Charitable

You can combine any triggers and actions to create automation rules that save you time.

Triggers

Charitable

When a donation is completed
When a donation status changes

View all triggers

Actions

Objects

Add a contact to a Object in Salesforce
Remove a contact from a Object in Salesforce

Charitable

Change the status of a donation
Create or update a campaign
Delete a Charitable campaign

View all available actions

Sample Automation Rules

Explore sample automation rules to streamline your connection.

Add a contact to a Object in Salesforce when a donation is completed.

Ready to get started?

You can connect Salesforce to Charitable 4 simple steps.

First, go ahead and install Noptin.

Next, install the Salesforce and Charitable add-ons.

Once you've installed the Salesforce addon, Noptin will redirect you to the Salesforce settings page where you can connect your Salesforce account.

Connect your account and then map the Noptin custom fields to Salesforce custom fields.

Finally, create any needed automation rules or automated emails.

Save money

You can also connect Salesforce to other WordPress plugins and forms at no extra cost to you. All Noptin plans give you access to 106 add-ons and integrations that you can download freely from your account. This saves you money since you don’t have to purchase a separate add-on for each service you use.