Through Zapier, you’re able to integrate CauseVox with 4000+ applications, including Salesforce, Google Sheets, Mailchimp, Constant Contact, and Kindful.

You’re able to easily set up Zapier to push your donation data in your preferred application automatically, no coding or IT person needed.

You’re able to create triggers to pull CauseVox data into your application based on:

  • New Donation: Triggers when a new donation is created.

  • New Installment: Triggers when an installment is created.

  • New Pledge: Triggers when a new pledge is created.

  • New Personal Page: Triggers when a new personal page is created. This data may be incomplete as a fundraiser might not completely fill out their information on signup, so please use it in conjunction with the update trigger to receive full data.

  • New Recurring Profile: Triggers when a new recurring profile is created.

  • New Team Page: Triggers when a team page is created. This data may be incomplete as a team might not completely fill out their information on signup, so please use it in conjunction with the update trigger to receive full data.

  • New Ticket: Triggers when a new ticket is created.

  • New Ticket Order: Triggers when a new ticket order is created.

  • Update Donation: Triggers when a donation is updated. Please use it in conjunction with the create donation trigger to receive full data.

  • Update Personal Page: Triggers when a personal page is updated, aggregate information is updated (new donation that increases total, etc), or a team is joined/left. Please use it in conjunction with the new personal page trigger to receive full data.

  • Update Team Page: Triggers when a team page is update or aggregate information is updated (new donation that increases total, etc). Please use it in conjunction with the new team page trigger to receive full data.

The Salesforce integration requires a premium account, which is typically $20 a month. However, nonprofits have the opportunity to take advantage of these features for free. Before proceeding, be sure that you have access to the premium features to set up the Salesforce integration.

Here’s a look at how you can integrate CauseVox with your Salesforce account through Zapier:

Note: This process may be easiest if you make a small donation to your campaign first, so you have donation data to test.

Step 1: Login to your Zapier account or create a new account.

Step 2: Navigate to My Apps from the top left menu bar.

Step 3: Select Add Connection and search for CauseVox.

Step 4: Use your CauseVox API Key to connect your CauseVox account to Zapier. You will find a long code in the Integrations section of your Organization Settings.

Login to your CauseVox account and select Organization Settings >> Integrations >> API Key.

Copy the code and past it into Zapier and Continue.

Step 5: Use the left navigation to Create Zap, or select Zaps to access existing Zaps.

Step 6: Use the search to set CauseVox as your Trigger App.

Step 7: Select the Trigger Event.

CauseVox allows you to automatically push the following data (Trigger Events) on an organizational level:

  • New Donation: Triggers when a new donation is created.

  • New Installment: Triggers when an installment is created.

  • New Pledge: Triggers when a new pledge is created.

  • New Personal Page: Triggers when a new personal page is created. This data may be incomplete as a fundraiser might not completely fill out their information on signup, so please use it in conjunction with the update trigger to receive full data.

  • New Recurring Profile: Triggers when a new recurring profile is created.

  • New Team Page: Triggers when a team page is created. This data may be incomplete as a team might not completely fill out their information on signup, so please use it in conjunction with the update trigger to receive full data.

  • New Ticket: Triggers when a new ticket is created.

  • New Ticket Order: Triggers when a new ticket order is created.

  • Update Donation: Triggers when a donation is updated. Please use it in conjunction with the create donation trigger to receive full data.

  • Update Personal Page: Triggers when a personal page is updated, aggregate information is updated (new donation that increases total, etc), or a team is joined/left. Please use it in conjunction with the new personal page trigger to receive full data.

  • Update Team Page: Triggers when a team page is update or aggregate information is updated (new donation that increases total, etc). Please use it in conjunction with the new team page trigger to receive full data.

With more on the way!

Step 8: Select your CauseVox account, test your Trigger and Continue.

Step 9 (Optional): Use the plus sign (+) after the Trigger and select Filter to specify a campaign(s) title, ID, URL or any other filter options listed.

Step 10: Select Salesforce for your Action App. Then select your Action Event.

Step 11: Connect your Salesforce account. You’ll be prompted to login and give access to Zapier.

Step 12: Next you’ll have the opportunity to edit your template to map the fields. This will control which sections the CauseVox data will be automatically placed into in Salesforce.

If you’re creating a new contact from a new donation, the following are the fields you’ll likely enter in for the respective sections:

Last name: {donor last name}

Account : {select your Salesforce account}

Email: {donor email}

First name: {donor first name}

Mailing City: {donor city}

Mailing Country: {donor country}

Mailing Zip: {donor zip code}

Mailing State/Province: {donor state}

Mailing Street: {donor address line 1}

Step 13: You’ll have the opportunity to test the integration to see if it’s working properly.

Step 14: Once your action is tested and completed, you’ll be prompted to name and turn on your Zap. Just switch the Zap from off to on, and you’re integration will be up and running seamlessly.

If you have any additional questions about setting up your Zapier integration, email us at [email protected] and we’d be happy to help!

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