Customizable Donation Pages
Create visually appealing and personalized donation pages that reflect your nonprofit’s branding. Customize layouts, images, and messaging to engage your donors effectively.
Salesforce · Classy for Nonprofits
Classy Fundraising Software & CRM: Empower Nonprofits
Classy is nonprofit fundraising software for donation pages, recurring giving, peer-to-peer campaigns and donor management. Connected to Salesforce, every donation, donor and campaign lands in one CRM. Twopir Consulting configures the Classy-Salesforce integration, manages the Classy for Salesforce package and keeps your donor records clean. One source of truth for every donor and every gift.
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Trusted by 500+ organizations: growing and mid-market companies, enterprises and mission-driven teams that run their donor and customer data in Salesforce with Twopir Consulting.
What We Work With
- Salesforce Partner
- Classy
- Classy for Salesforce
- Nonprofit Cloud
- Duplicate Management
- Reports & Dashboards
Definition
What is Classy?
Classy is a well-known nonprofit fundraising software programme. It is best known for its intuitive fundraising solution. Classy’s tools can also be customised to fit a company’s marketing needs. It enables nonprofit organisations to effectively manage their daily tasks. As a result, it has distinct features that allow them to track data, donations, donors, and so on.
Overall, by integrating Classy and Salesforce, you get complete data optimization for fundraising. It will now be simple to manage and improve relationships with donors, as well as thrive toward progress.
Running Salesforce for the rest of your nonprofit, or choosing a platform? See our Salesforce for nonprofits services and our Nonprofit Cloud implementation page.
Key features of Classy
What Classy does natively, before any integration: six capabilities for raising money and keeping donors engaged.
Recurring Donations
Enable donors to set up automatic, recurring contributions on a schedule that works for them. This helps drive long-term donor engagement and predictable revenue for your nonprofit.
Peer-to-Peer Fundraising
Empower your supporters to fundraise on your behalf with peer-to-peer fundraising tools. Donors can create their own fundraising campaigns, rally their networks, and track progress toward their goals.
Integrated CRM for Donor Management
A powerful CRM that centralizes donor data, tracks giving history, and provides insights into donor behavior. Build stronger relationships by easily segmenting and engaging supporters with targeted communication.
Donation Forms & Campaign Tracking
Flexible and user-friendly donation forms that can be embedded on your website, shared via email, or posted on social media. Track the performance of campaigns and donation forms in real-time for optimized fundraising strategies.
Email & SMS Marketing Automation
Automatically send personalized thank-you notes, receipts, and campaign updates via email or SMS. Keep donors engaged with timely, relevant content that strengthens loyalty.
Why use Classy in Salesforce
Integrating Classy with Salesforce offers a range of benefits that can help nonprofits improve their fundraising strategies and enhance donor relationships:
Comprehensive Donor Management
Classy and Salesforce together create a single source of truth for donor data, including contact information, donation history, and interactions. This helps nonprofit organizations understand their supporters better and tailor their engagement efforts more effectively.
Donation and Payment Tracking
The integration provides real-time syncing of donation data, allowing organizations to track one-time and recurring donations, payment statuses, and fundraising progress in Salesforce. This ensures that data across both platforms is always up-to-date.
Campaign and Grant Management
Classy’s integration with Salesforce allows nonprofits to track not only donations but also grant lifecycles and fundraising campaigns. This enables a more streamlined process for managing donor engagement throughout the lifecycle of a campaign, from initial outreach to post-donation follow-up.
Advanced Reporting and Analytics
By syncing Classy data with Salesforce, nonprofits can generate advanced reports on donation trends, donor behavior, campaign performance, and more. Salesforce’s powerful reporting tools enable organizations to make data-driven decisions that improve fundraising outcomes.
How can we help?
We work with growing, mid-market, and enterprise organizations that need help with complex CRM implementations, integrations, and business system challenges. For nonprofits on Classy, that work covers three areas.
Contact and Contribution Management
We help you track donations, recurring donations, and supporter relationships using Salesforce’s CRM, giving you a comprehensive view of donor interactions.
Classy-Salesforce Integration
We specialize in configuring and customizing the integration to ensure seamless data flow between Classy and Salesforce, tailored to your organization’s needs.
Package Management
We assist with managing and optimizing the Classy for Salesforce package, ensuring smooth integration and configuration for syncing data.
Taking donations through other tools as well? We also deliver Donorbox integration services and Brickwork payment processing for nonprofits in Salesforce.
What the integration delivers
Real-Time Data Sync
Data from Classy (donations, donor interactions, etc.) is instantly synced to Salesforce, ensuring your team has the most up-to-date information at all times.
Improved Data Management & Duplication Prevention
Access Salesforce’s Duplicate Management tools to identify and eliminate duplicate records, keeping your database clean and accurate.
Customizable Record Naming & Stages
Tailor record names, opportunity types, and account stages to fit your organization’s workflows, ensuring alignment with your team’s processes.
Standard Contact Matching
The integration ensures accurate contact matching across both platforms, with customization options to improve data accuracy and alignment with your systems.
From manual entry to automated fundraising
A European nonprofit running Classy for fundraising had no live connection to Salesforce, and every donor record and donation was entered by hand. We built a real-time integration: donors, donations, campaigns and events now sync into Salesforce automatically. Each figure is scoped to that engagement.
Before this integration, our fundraising team was spending significant time every week just getting data from Classy into Salesforce. Now everything is there automatically — our campaign dashboards are live, our donor records are clean, and we can focus on the actual work of fundraising instead of data management.
Development Operations Lead Imission KAB · Enterprise Nonprofit · 2024 Nonprofit
Enterprise Nonprofit, Europe
Salesforce and Classy connected through the Classy REST API and webhooks, with Apex deduplication and scheduled reconciliation.
100% Manual donation entry eliminated
0 Duplicate donor records post-integration
4 Flows: donor, donation, campaign, event
Classy and Salesforce questions, answered plainly
Classy is nonprofit fundraising software. Its features include customizable donation pages, recurring donations, peer-to-peer fundraising, an integrated CRM for donor management, donation forms with campaign tracking, and email and SMS marketing automation.
Together, Classy and Salesforce create a single source of truth for donor data, including contact information, donation history and interactions. The integration syncs one-time and recurring donations, payment statuses and fundraising progress into Salesforce, tracks grant lifecycles and campaigns, and lets you report on donation trends, donor behavior and campaign performance with Salesforce’s reporting tools.
Donations, donor interactions, one-time and recurring donations, payment statuses and fundraising progress sync from Classy to Salesforce in real time. In the nonprofit engagement on this page, Twopir Consulting synchronized four flows: donor, donation, campaign and fundraising event data.
The integration matches contacts across both platforms, with customization options to improve accuracy, and Salesforce’s Duplicate Management tools identify and eliminate duplicate records. Where standard matching is not enough, custom logic can check incoming Classy donors against existing Salesforce contacts by email and name, as Twopir Consulting built for the nonprofit in the case study above.
Three things: contact and contribution management in Salesforce, so you can track donations, recurring donations and supporter relationships; configuring and customizing the Classy-Salesforce integration to fit your organization’s needs; and managing and optimizing the Classy for Salesforce package so data syncs smoothly.
Yes. Record names, opportunity types and account stages can be tailored to fit your organization’s workflows, so the data Classy sends matches how your team already works in Salesforce.
Conclusion
Classy and Salesforce, better together
Classy is a powerful fundraising tool for nonprofits, and its integration with Salesforce takes its capabilities to the next level by offering seamless data synchronization, advanced reporting, and more efficient donor relationship management. By leveraging both platforms, nonprofits can streamline their processes, improve donor engagement, and drive better fundraising results.
For assistance with Salesforce and Classy integration, please contact us directly by completing the form below.
Talk to a Salesforce architect who works with Classy
