Salesforce

Drive more impact with Salesforce integration

Sync Fundraise Up’s fundraising platform with Salesforce for a fast, reliable, and real-time integration between your fundraising databases. No technical setup required.

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What's included

Your Salesforce integration suite

Built to support all key Salesforce products used across the nonprofit sector.

Salesforce Nonprofit Cloud

Connect Fundraise Up to Nonprofit Cloud for real-time donor data and smoother fundraising operations.
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Salesforce Education Cloud

Sync donor and engagement data with Education Cloud to strengthen alumni outreach and giving.
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Salesforce NPSP

Connect Fundraise Up to Salesforce’s Nonprofit Success Pack through our custom-built NPSP integration.
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Standard Salesforce integration

Sync Fundraise Up with Salesforce to unify data and streamline your fundraising workflows.
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Reliability backed by certification and expertise

As official Salesforce partners, we guarantee the stability and security of your data. Automate data flows, gain deeper donor understanding, and focus on your mission.
How we support you

End-to-end guidance for your Salesforce native integration

Setting up the Salesforce integration is fast, code-free, and takes just minutes. And if you need support, we’re here to help.

Dedicated support

Our support team is available 7 days a week to help with integration setup and troubleshooting.
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Partner ecosystem

Leverage our network of top Salesforce consultants and system integrators to ensure a smooth, scalable implementation.
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API-first architecture

Built on a robust API foundation for maximum flexibility and scalability.
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Customer success stories

Northwest Harvest saves 12 hours a week with Fundraise Up + Salesforce integration

624
hours a year saved on admin tasks
360
new recurring giving plans
See the case study

CAMFED advances education for girls with Fundraise Up + Salesforce NPSP integration

76%
donors now cover their fees
75%
retention rate after 6 months
See the case study
CAMFED

Northwest Harvest saves 12 hours a week with Fundraise Up + Salesforce integration

624
hours a year saved on admin tasks
360
new recurring giving plans
See the case study

CAMFED advances education for girls with Fundraise Up + Salesforce NPSP integration

76%
donors now cover their fees
75%
retention rate after 6 months
See the case study
CAMFED
How the integration works

Flexible, real-time data management

Fundraise Up syncs donation data to Salesforce in real time, keeps your records clean, and runs reliably in the background once set up.

Easy to set up. Log in to your Fundraise Up account and connect your Salesforce account.
Fully customizable. Configure general settings and mapping integration rules.
Accurate, up-to-date data. Choose how data syncs, ensuring a perfect fit for your organization.
Seamless data syncing. Enable automatic sync and let your data flow in real time.
The result

Real-time data for instant donor engagement

Say goodbye to manual uploads and delays. See every donation the moment it happens.

Real-time synchronization

Transaction and donor data appear in Salesforce instantly.

Immediate action

Trigger automated workflows, thank-you emails, and reports immediately — no 24-hour wait times.

Up-to-date analytics

Make decisions based on live data that updates every second.

FAQ

How much does the Salesforce integration cost?

Nothing, our Salesforce integration is available to you at no cost.

Is donation data synced automatically?

Yes. Fundraise Up syncs donation data to Salesforce automatically and in real time.

How often does the data sync?

Data is sent instantly. Every donation, update, and status change appears in Salesforce the moment it happens.

Do I need to be a developer to use the Salesforce integration?

No, you do not need to be a developer. Setting up the Salesforce integration is easy, code-free, and takes just minutes to complete.

What data do you sync to Salesforce?

Any Fundraise Up field can be synced to Salesforce. Data points that are collected but don’t have a default field in Salesforce can be mapped to a custom field in your Salesforce.

How do you match transactions to contacts in Salesforce?

Fundraise Up uses Salesforce’s duplicate and matching rules settings to find a matching Contact record when a transaction is recorded. These settings can be further customized in Salesforce to fit your organization’s needs, and if no Contact exists Fundraise Up will create a new Contact record.

How are donations in different currencies handled? Can currencies be converted?

Donations sync in the donor’s currency if Salesforce multi-currency is enabled; otherwise, they sync in your account’s default currency. Learn more.

What customization options are available? Can I map specific fields?

The integration supports granular field mapping. You can route data to the exact fields you choose, including custom fields.

How are refunds handled?

Refunds issued in Fundraise Up automatically sync to Salesforce, updating the related records so your CRM always reflects the correct donation status.

See Fundraise Up’s innovative features in action

Talk to our digital fundraising experts about how Fundraise Up can elevate your organization’s donor revenue.

Request a demo