CRM

Salesforce NPSP

Deliver omnichannel personalization with WeGive and Salesforce NPSP. Connect to Salesforce’s Nonprofit Success Pack through our custom-built and bi-directional NPSP integration

About Salesforce NPSP Integration

WeGive's bi-directional two-way integration with Salesforce's Nonprofit Starter Pack ensures seamless data synchronization between the two platforms. Here's a high-level overview:

  1. Contacts and Accounts Synchronization:
    • All contacts and accounts (including households and companies) in Salesforce are automatically synced with supporters in WeGive.
  2. Campaigns and Financial Data:
    • Salesforce campaigns are mirrored in WeGive, ensuring all campaign-related data is consistent across both systems.
    • General Accounting Units (GAUs), opportunities, and payments from Salesforce are synchronized with corresponding data objects in WeGive.
  3. Recurring and Pledge Plans:
    • Recurring donation plans and pledge plans set up in Salesforce are also synced with WeGive, keeping donor commitment records up-to-date in both platforms.
  4. Custom Fields:
    • Custom fields in Salesforce have corresponding fields in WeGive, ensuring that any tailored data collection in Salesforce is accurately reflected in WeGive.

This integration allows nonprofit organizations to manage their donor information, financial records, and campaigns efficiently, leveraging the strengths of both Salesforce and WeGive.

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