Integration Overview

Header: One Integration. Complete Donor Visibility.

WeGive's native Salesforce Nonprofit Cloud integration keeps your donor records, donations, and campaigns synchronized across both platforms—automatically. Whether gifts come through online forms, events, or recurring plans, your Salesforce instance stays current without manual data entry.

‍Key capabilities:

• Bi-directional data sync — Changes in WeGive flow to Salesforce, and vice versa
• Automatic donor matching — New donors create Contacts and Accounts; existing donors sync seamlessly
• Real-time giving data — Donations, recurring gifts, pledges, and designations sync to your CRM
• Campaign alignment — WeGive campaigns map directly to Salesforce campaigns for unified reporting

Section 2: What SyncsHeader: What Data Syncs Between WeGive and Salesforce?

WeGiveSalesforceIndividual DonorsContactsCompaniesAccountsHouseholdsHousehold AccountsDonationsOpportunities + PaymentsRecurring PlansRecurring DonationsCampaignsCampaignsDesignations/FundsGeneral Accounting Units (GAUs)PledgesCustom Pledge ObjectNote: WeGive supports NPSP (Nonprofit Success Pack) and Salesforce Nonprofit Cloud out of the box. Custom object mappings are available for organizations with unique data structures.Section 3: Why Organizations Choose WeGive + SalesforceHeader: Built for Nonprofit Operations Teams

• Eliminate duplicate entry — Stop copying data between systems. Sync happens automatically every 15 minutes.
• Maintain Salesforce as your source of truth — WeGive enhances your CRM without replacing it.
• Flexible field mapping — Customize which fields sync and in which direction to match your workflows.
• Support for all giving channels — Online, in-person, stock donations, and checks all flow into Salesforce.
• Comprehensive integration logs — Monitor sync activity and troubleshoot issues directly in WeGive.

Section 4: Getting StartedHeader: Ready to Connect WeGive to Salesforce?Setting up the WeGive-Salesforce integration requires a Salesforce administrator to create a Connected App and configure permissions. Our team will guide you through the process.[Schedule a Demo] — See the integration in action [Read the Setup Guide →] — Step-by-step instructions in our Help Center [Contact Support] — Questions? Reach us at [email protected]Section 5: Resources (Footer-style links)

• Full Integration Documentation — Detailed setup, field mappings, and troubleshooting
• API Documentation — For developers building custom integrations
• Contact Support — Get help from our team

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