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.

Raisely can help you with the following:

  1. Online giving
  2. Fundraising appeals
  3. Peer-to-peer campaigns
  4. Fundraising events
  5. Community fundraising
  6. Basic CRM & Donor management

We can integrate Raisely with salesforce by using below steps.

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​ Make a Zap ​button. Give a name to the Zap – we suggest Raisely to Salesforce.

  1. When this Happens > Choose App and Event. we need to use webhooks to get Raisely data into Zapier. Search for Webhooks by Zapier.
  1. For Choose An Event, select Catch Hook.
  1. Click on the Continue button and Zapier will give you a custom webhook URL to send a request to.
  • Set up Raisely
  1. Copy the webhook URL and go back to the Raisely admin panel.
  2. Under Campaign >​ Settings > API & Webhooks
  1. API & Webhooks click Add Webhooks and paste the webhook URL here, under events select ​Profile Total Updated.


donation.created event is fired when a donation is created and ready to be charged, or when an offline donation is added.

donation.succeeded event is fired when an online donation is successfully charged. There’s no guarantee this is sent after the donation.created event.

donation.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).

  1. Create a test offline donation in Raisely.

Back over to Zapier

  1. 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”.

The screen will look like this:

  1. Click on Continue.
  • Now we will connect Zapier to Salesforce

First we need to find record in Salesforce which we want to update

  1. Under Choose App & Event, search for Salesforce App and in Choose Event,  select Find Record by Query.

     The screen will look like this:

  1. 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:

  1. Choose the Salesforce Object and write Where Clause and map the fields to Salesforce fields in Where Clause.

The Screen will look as below:

  1. Click on Continue.

Get Record from Salesforce

  1. Click on Test & Continue. Please wait for a few seconds. The test will be marked as successful.
  2. Now click on Done Editing.
  • Add Filter Logic

Under Choose App & Event, select Filter App.

  1. Add condition to check If Id exist or not
  1. Click on Continue, And you will see your zap would have continue or not.
  • Now we will Update Record in Salesforce
  1. Under Choose App & Event, search for Salesforce App, and in Choose Event,  select Update Record. The screen will look like this:
  1. Click on Continue And Choose your Salesforce Account.

Now we will Update Record in Salesforce.

  1. Choose the Salesforce Object and in Record To Update, Select Id of Record you find in the previous Action.
  1. In this step we will map the fields from Raisely to Salesforce.
  • Send Data To Salesforce
  1. At this point, all the data pulled by Zapier hook is mapped to the appropriate Salesforce object and fields.
  2. Click on Test & Continue. Please wait for a few seconds. The test will be marked as successful.
  3. Now click on Done Editing. Click on the toggle button on the top right corner and turn the Zap on.
  1. 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.
  2. 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 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 the we can control it by adding new Filter Action before Find Record Action.