Introduction
For nonprofits, managing donors, campaigns, and donations efficiently is critical. One powerful way to achieve this is by integrating Raisely, a fundraising platform, with Salesforce, one of the leading CRM systems. By combining the robust capabilities of both tools, nonprofits can streamline their operations, enhance donor management, and automate fundraising efforts.
This guide covers everything you need to know about the Raisely-Salesforce integration, from the basics of both platforms to a step-by-step guide on setting up the integration, along with its numerous benefits for nonprofits.
Raisely is a social enterprise made with love in Australia. You can build stunning fundraising websites/donation landing pages and forms with Raisely to grow your cause, campaign, or charity for free.

What is Raisely ?
Raisely is a modern fundraising platform designed to help nonprofits run successful fundraising campaigns online. It offers a range of features such as customizable donation pages, recurring donation options, and detailed reporting tools.
Nonprofits use Raisely to manage their fundraising campaigns in a more user-friendly and efficient way. It empowers organizations to create compelling donor experiences while tracking key performance indicators like donation amounts, supporter engagement, and campaign performance.
By integrating Raisely with other tools, such as CRM systems, nonprofits can streamline operations and minimize manual work, allowing them to focus more on their mission.
Raisely can help you with the following:
- Online Giving.
- Fundraising appeals.
- Peer-to-peer campaigns.
- Fundraising events.
- Community Fundraising.
- Basic CRM & Donor management.
We can integrate Raisely with Salesforce by using the below steps.
Key Features of Raisely Integration
1. Real-Time Data Syncing
The integration allows for real-time synchronization of data between Raisely and Salesforce. This ensures that any updates made in Raisely, such as new donations or changes to donor information, are instantly reflected in Salesforce.
2. Comprehensive Donor Profiles
Raisely integrates donor data with Salesforce’s CRM, allowing organizations to build comprehensive profiles. This includes tracking donation history, communication preferences, and engagement levels, which can be used to tailor outreach efforts.
3. Automated Workflows
Organizations can set up automated workflows that trigger actions in Salesforce based on events in Raisely. For example, when a donation is made, Salesforce can automatically send a thank-you email, update donor records, or assign follow-up tasks to team members.
4. Custom Field Mapping
The integration offers the flexibility to map custom fields between Raisely and Salesforce, allowing organizations to capture and sync specific data that’s unique to their operations. This ensures that all relevant information is accurately transferred between the two systems.
5. Enhanced Reporting and Analytics
Raisely’s integration with Salesforce enables enhanced reporting capabilities. Organizations can leverage Salesforce’s powerful analytics tools to generate detailed reports on fundraising performance, donor demographics, and campaign effectiveness.
6. Centralized Campaign Management
With the integration, organizations can manage their fundraising campaigns directly within Salesforce. This includes monitoring campaign progress, tracking donations, and analyzing results, all from a single platform.
7. Personalized Donor Engagement
The integration allows for personalized donor engagement by using data from Raisely to segment donors in Salesforce. This segmentation can be based on factors like donation frequency, amount, or campaign participation, enabling targeted communication and improved donor retention.
8. Scalability and Flexibility
The integration is scalable, meaning it can grow with your organization. Whether you’re running a small campaign or managing large-scale fundraising efforts, the integration can handle varying volumes of data and complexity.
These features collectively make the Raisely-Salesforce integration a powerful tool for nonprofits and fundraising organizations, enhancing their ability to engage donors, streamline operations, and achieve their fundraising goals.
Follow the below steps for the integration of Salesforce and Raisely:-
Set up Zapier Integration:-
Zapier is an integration tool and can be used to integrate Raisely with Salesforce. You will need the Professional plan to use Premium Apps.
Create a ZAP:-
Click on the Make a Zap button. Give a name to the Zap – we suggest Raisely to Salesforce.
- When this happens> Choose App and Event. we need to use webhooks to get Raisely data into Zapier. Search for Webhooks by Zapier.
- For Choose An Event, select Catch Hook.
- Click on the Continue button and Zapier will give you a custom webhook URL to send a request to.
Set up Raisely:-
- Copy the webhook URL and go back to the Raisely admin panel.
- Under Campaign > Settings > API & Webhooks.
- API & Webhooks click Add Webhooks and paste the webhook URL here, under events select Profile Total Updated.
Important:-
The created event is fired when a donation is created and ready to be charged, or when an offline donation is added.
Succeeded event is fired when an online donation is successfully charged. There’s no guarantee this is sent after the donation. created event.
Refunded event is fired When a donation is refunded, either in part or full Subscription. failing event fired when an online donation as part of a subscription has failed.
Profile TotalUpdated event is fired when the total of a profile is updated (in either direction).
Create a test offline donation in Raisely.
Back over to Zapier:-
Click Test Trigger. Now Zapier will wait to receive a sample donation from Raisely.
It might take a minute or two to come through with this message “We found a request”. Click on Continue.
Now we will connect Zapier to Salesforce:-
First, we need to find the record in Salesforce that we want to update:
- Under Choose App & Event, search for Salesforce App and in Choose Event, select Find Record by Query.
The screen will look like this:
- Click on Continue. If you are not logged in to your Salesforce account, it will ask you to log in. After login, come back to this window and click on Continue.
Then we Fetch the Record from Salesforce:
- Choose the Salesforce Object and write the Where Clause and map the fields to Salesforce fields in the Where Clause.
The Screen will look as below:
Get Record from Salesforce:-
- Click on Continue.
- Click on Test & Continue. Please wait for a few seconds. The test will be marked as successful.
- Now click on Done Editing.
Add Filter Logic:-
Under Choose App & Event, select Filter App.
- Add a condition to check If ID exists or not
- Click on Continue, And you will see whether your zap has continued or not.
Now we will Update the Record in Salesforce:-
- Under Choose App & Event, search for Salesforce App, and in Choose Event, select Update Record. The screen will look like this:
- Click on Continue And Choose your Salesforce Account.Now we will Update the Record in Salesforce.
- Choose the Salesforce Object and in Record To Update, Select the ID of Record you find in the previous Action.
- In this step, we will map the fields from Raisely to Salesforce.
Send Data To Salesforce:-
- At this point, all the data pulled by the Zapier hook is mapped to the appropriate Salesforce object and fields.
- Click on Test & Continue. Please wait for a few seconds. The test will be marked as successful.
- Now click on Done Editing. Click on the toggle button on the top right corner and turn the Zap on.
CHECK DONATIONS IN SALESFORCE:-
- Make some offline and online test donations in Raisely. The online test donations can be done by clicking on the LIVE SITE link (highlighted in Red) on your Raisely campaign.
- You can use the Test Stripe card to make the donation. Once you make the donation, check the details in the updated record in Salesforce.
When you test the online donations, please remember the Profile.totalUpdated event from the webhook in Raisely campaign settings will send both records: individual profile and campaign profile. You will end up with two records in Zapier – but don’t worry we can control it by adding new Filter Action before Find Record Action.
Summary:-
Raisely, offers free tools for creating fundraising websites and managing donations. To integrate Raisely with Salesforce, use Zapier. Set up a Zap to catch webhooks from Raisely, configure the webhook URL in Raisely’s settings, and map donation data to Salesforce fields. Test the integration by making donations in Raisely and verifying the updates in Salesforce. Manage duplicate records by adding filter actions in Zapier. This integration streamlines donation tracking and CRM management.
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