Givebutter + Salesforce

Givebutter + Salesforce integrations

Update Givebutter contacts when Salesforce records fields are updated

Streamline your workflow with this automation that reacts instantly to changes in Salesforce. When a record in Salesforce gets updated, this integration takes action in Givebutter, promptly creating a new contact. This creates a seamless connection between your CRM and donation platforms, keeping your contact information organized and up-to-date without manual effort.

When this happens...
Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPolling
automatically do this!
Create ContactCreates a Contact. If there is a contact that already exists with the same First and Last Name, as well as the same Email Or Phone, we will automatically deduplicate and merge the contact, otherwise a new contact will be created. If you'd like to always create a new contact regardless of the deduplication logic, pass the force_create parameter as true.
ActionWrite

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- History Object
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New Lead
Triggers when a new Lead is created.
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- Salesforce Objects
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- Salesforce Object
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- Salesforce Object
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- Record
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- File
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- Visibility
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- Path after /services/apexrest/
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- HTTP method
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- Query parameters
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- File
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- Salesforce Object
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- Description
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Create Contact
Creates a new contact.
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- File
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- Title
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- Note Title
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- Salesforce Object
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- Note Visibility
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- Salesforce Object
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- Flow
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- To
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- CC
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- Subject
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- Email Format
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- Sender Type
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- Lead to Update
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- Use Assignment Rules
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- Salesforce Object
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- Record to Update
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- Use Assignment Rules
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- Query Type
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- Include Deleted Records
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Search
- Parent Object
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Search
- Salesforce Object
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- SOQL WHERE clause
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Search
- Salesforce Object
  Required
- SOQL WHERE Clause
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- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
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- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
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New Campaign
Triggers when a new campaign is created.
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New Transaction
Triggers when a new transaction is created.
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- First Name
  Required
- Middle Name
- Last Name
  Required
- Primary Email
- Primary Phone
- Primary Address Line 1
- Primary Address Line 2
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Email
- Type
- Phone Number
- Type
- Address Line 1
- Address Line 2
- City
- State
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- Postal Code
- Date of Birth
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- Twitter URL
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New Contact
Triggers when a new Contact is created.
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- Salesforce Object
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- Record (Optional)
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
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- Disclaimer
- Salesforce Object
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- Campaign
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- Contact
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- Campaign
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- Lead
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- Lead
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- Account
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- Opportunity
- Create new opportunity?
- Converted Status
  Required
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- Parent Object
  Required
- Use Assignment Rules
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- Note Title
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- Note Content
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- Salesforce Object
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- Use Assignment Rules
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- Salesforce Object
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- Use Assignment Rules
- Allow Duplicates
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- Warning
- Salesforce Object
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- Record ID
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- Report
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- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
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- Contact to Update
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- Salesforce Object
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- Record to Update
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- Use Assignment Rules
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- Stop on error
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- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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- SOSL Query
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Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
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- Salesforce Object
  Required
- Record ID
  Required
Action
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- Salesforce Object
  Required
- SOQL WHERE Clause
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- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
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New Ticket
Triggers when a new ticket is issued.
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Updated Campaign
Triggers when a campaign is updated.
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Instant
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About Givebutter

Givebutter is a fundraising platform that helps you raise money online with donation forms, team fundraising campaigns, and ticketing.

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Related categories

Fundraising

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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Update Givebutter contacts when Salesforce records fields are updated

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