Connect Salesforce

Topics

CRM Apps Fundraising

Description

Salesforce is a leading enterprise customer relationship manager (CRM) application

Harness

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Integration

Salesforce

Overview

In a matter of minutes and without a single line of code, Harness + Zapier allows you to automatically send info between Harness and Salesforce using Zapier's easy-to-use integration builder.

Salesforce is a leading cloud-based customer relationship management (CRM) application. With Salesforce, you can connect to your customers throughout the entire sales cycle, from the moment a lead expresses interest all the way through renewal and upsell. The CRM offers all of the features you need to manage your sales pipeline, like easy ways to see your leads, opportunities, accounts, and any associated revenue.

What is Zapier?

Zapier is an integration tool that connects your apps and moves information between them automatically, so you can focus on your most important work - Learn More

Integration Data(5+)

Overview What is Zapier?

Zapier is an online automation tool that connects your favorite apps using something called Zaps.

Zaps consist of two parts: Triggers Actions

Example:

Trigger:

When a New One-Time Donation occurs...

Action:

...Create a New Donation Record in our CRM

Harness

New Donor

Triggers when a supporter creates a new donor account

First Name
Last Name
Email Address
Donor ID
Registration Date Beta
Profile Photo URL
Harness

New Donation

Triggers when a new donation is made by a donor

First Name
Last Name
Email Address
Type of Donation
Total Amount (cents)
Total Amount (dollars)
Date & Time of Donation
Donation ID
Fees (Stripe processing fees)
Fee covered by Donor
Campaign Name
Campaign ID
Designation Name
Designation ID
Donation Note
Honor/Memory - Name
Honor/Memory - Message
Profile Photo URL
Phone Number
Formatted Address
Street Address
Unit/Suite/Apt
City
State
Zip Code
Country
Harness

Monthly Donation // Created

Triggers when a donor creates a new monthly donation subscription

First Name
Last Name
Email Address
Type of Donation
Monthly Amount (cents)
Monthly Amount (dollars)
Date & Time UTC
Monthly Donation ID
Fees (Stripe processing fees)
Fee covered by Donor
Campaign Name
Campaign ID
Designation Name
Designation ID
Profile Photo URL
Harness

Monthly Donation // Cancelled

Triggers when a donor cancels a monthly donation subscription

First Name
Last Name
Email Address
Type of Donation
Monthly Amount (cents)
Monthly Amount (dollars)
Date & Time UTC
Monthly Donation ID
Fees (Stripe processing fees)
Fee covered by Donor
Campaign Name
Campaign ID
Designation Name
Designation ID
Profile Photo URL
Cancelled At
Harness

Round-Up Account // Created

Triggers when a donor signs up for a new round-up account

First Name
Last Name
Email Address
Created at Date & Time
Donation Type (roundup)
Round-Up Account ID
Campaign Name
Campaign ID
Designation Name
Designation ID
Harness

Round-Up Account // Cancelled

Triggers when a supporter cancels their Round-Up donations on a card

First Name
Last Name
Email Address
Created at Date & Time
Donation Type (roundup)
Round-Up Account ID
Campaign Name
Campaign ID
Designation Name
Designation ID
Cancelled At
Harness

Donation Failed

Triggers when a donation fails, usually due to card errors

First Name
Last Name
Created At
Email Address
Stripe Charge ID
Stripe Seller Message
Donation Type
Profile Photo URL
Donor Type
Stripe Fee (Cents)
Harness (Fee) Cents
Fee Covered (Cents)
Fee Covered (Dollars)
Amount Before Fees ($)
Amount Before Fees (Cents)
Total Amount (Dollars)
Total Amount (Cents)
Donor ID
Stripe Risk Score
Round-Up ID
Monthly ID
Failure Message
Stripe Failure Code
Stripe Outcome Status
Stripe Outcome Reason
Stripe Outcome Risk
Stripe Outcome Type
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