Integrate our platform with Salesforce

Give Lively offers a Salesforce integration specifically designed for the Nonprofit Success Pack. Here's how to get started.

Campaign Pages
Donation Widget
Text-to-Donate
Event Ticketing
Live Display
Peer-to-Peer Fundraising
Team Fundraising (Beta)
Leaderboard

Examples

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Before You Get Started

We highly recommend going through our testing flow to create and connect a sandbox to our staging environment. We then sync test donations for your team's review before going live. This way your nonprofit has the chance to review our logic first hand and make updates to any settings as needed. This ensures a seamless integration in production.

Video Overview

Text Walkthrough

IMPORTANT NOTE: For the time being, Give Lively only offers direct integration with Salesforce. Until others are put in place, you can download donor data from the Nonprofit Admin Portal as a CSV file and import it into any CRM of choice.

To set up a Salesforce integration specifically designed for the Nonprofit Success Pack (to learn more about the Nonprofit Success Pack, check out this video):

  1. Confirm that your Salesforce has a sandbox created. If not, create one by following Salesforce’s guide. IMPORTANT: We recommend triggering test donations to your sandbox before connecting your live instance to Give Lively.
  2. Read through our instructions for setting up the integration.
  3. Send us an email to support+salesforce@givelively.org with the subject line "<your nonprofit name> + Salesforce Integration". In the body of the email please provide the EIN number of your nonprofit, the email address tied to the Admin User of the account and ensure that they have have these permissions enabled.
  4. Our team will follow up with next steps to connecting your nonprofit's sandbox to our staging environment. We will trigger test donations for your nonprofit to review.

For reference, the Salesforce integration syncs hourly at half past the hour.

For an overview of how this integration was built, please see our Salesforce integration logic and fields guide.

Downloads

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Related Articles

Prepare for Salesforce Integration Set-Up

What you need to know and do in preparation for a Give Lively Salesforce integration.
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See our Salesforce integration logic and fields

An overview of how our Salesforce integration was built, specifically designed for the Nonprofit Success Pack.
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Create, activate and manage a Stripe account (required to use Give Lively tech)

Stripe is an industry-leading payment processor trusted by over 100,000 companies and nonprofits. To use Give Lively technology, you must have an activated Stripe account connected to Give Lively. A fully effective account is also enabled for ACH (bank) transfers and has applied for Stripe’s nonprofit discount. Learn how to set it up.
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Integrate our platform with Paypal, or disconnect from it

You can integrate PayPal with our platform, but only as an optional, additional donation-processing method and, at present, only for one-time donations. If you choose not to accept PayPal any longer, you can easily disconnect from it too.
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