
20+ Best Salesforce Integrations and Apps for Nonprofits
Salesforce made its first splash in the for-profit sphere, where it quickly became popular due to its flexibility. As an essentially blank slate, Salesforce presented a CRM solution that was adaptable enough to fit the needs of many industries. After a while, Salesforce used this built-in flexibility to break into the nonprofit sphere.
While Salesforce is built to slide into any industry, this means that it can take some work and applications to configure the solution to become what organizations need it to be.
Nonprofits, in particular, work hard to make sure their Salesforce instances will fulfill fundraising needs, store and organize data about leads and constituent data, and connect with all of their other technology solutions.
To best configure Salesforce, nonprofits need to invest in Salesforce apps and integrations that will help take care of these things and more.
We’ve put together our list of favorite Salesforce apps and integrations for your nonprofit to peruse as you consider how to best configure and mold this flexible solution to meet your specific needs.
Each of these apps and integrations interacts with Salesforce a little differently. As your organization considers the options, think about the different needs of the organization and about the solutions you already use to fill those needs. Is it worth switching out?
Let’s dive a little deeper to find out.
- Omatic Cloud
Overview of this Salesforce Integration for Nonprofits
We’ve discussed a little bit about the flexibility of Salesforce. While this is a great way to ensure everyone can use the solution, it does leave the nonprofit sector with a problem: all software speaks a different language, so it may not inherently connect. This makes it incredibly difficult to develop effective workflows for different elements of your nonprofit’s strategy.
Omatic Cloud is the solution to this problem. It is a connecting piece to input data seamlessly into your Salesforce CRM.
Most integrations are built for developers to understand. It can be much more difficult for other nonprofit professionals and fundraisers to implement these integrations, let alone maintain them over time. Rather than the manual sorting, organizing, and saving information in dedicated locations, Omatic provides a tool that automates the transfer of data from one system to another and allows your team to get a complete view of supporters.
Omatic was also built to allow your organization to run two systems at once. For example, with a cloud connector in place, you can use both Salesforce and Raiser’s Edge at the same time. Both work in harmony with one another and allow data to pass simultaneously between each system.
With this tool, all of the data from your fundraising tool, event software, peer-to-peer platform, and finance software is interpreted and translated to the same language within Salesforce. From this legible format, you can automate the flow of information to its rightful position. For example, your accounting data will flow directly into your general ledger and fundraising information into your CRM.
Why We Love Omatic Cloud
Omatic Cloud is the ultimate nonprofit integration tool. With this solution, you can rest assured your data is complete, clean, organized, and ready to implement into every aspect of your nonprofit strategy.
Omatic Cloud was built with fundraisers in mind and the service provided is second to none. Your organization will have access to Omatic’s knowledge base to learn more about the solution. Plus their support team can answer any immediate questions your organization has about the software or your general system.
Learn more about Omatic Software!
- Salesforce NPSP
Overview of this Salesforce App for Nonprofits
The Salesforce Nonprofit Success Pack (NPSP) is a pre-built Salesforce solution that defines the standard data model used to organize nonprofit information within the ecosystem. This Salesforce app is usually the first step that organizations take to configure their CRM solution to meet the needs of the organization.
The Salesforce NPSP organizes nonprofit data within the CRM into accounts, contacts, opportunities, and campaigns. This will help you track everything from your individual supporter data to your full-scale fundraising campaigns.
Why We Love Salesforce NPSP
While the NPSP doesn’t solve all of your nonprofit’s Salesforce woes, it does provide a starting point for those who are new to the CRM. The standard data model used to configure your system is called “standard” for a reason. This solution is what helps standardize your data organization within Salesforce itself.
The NPSP speaks the same language as Omatic. This means that while the NPSP creates a standard organization model internally on Salesforce, Omatic helps other solutions also speak this language so that all data syncs together beautifully and comprehensively.’
- Financial Edge NXT
Overview of this Salesforce Integration for Nonprofits
Financial Edge NXT is a Blackbaud product rather than Salesforce. But remember how we said that you can run both platforms simultaneously? Omatic helps organizations form interations between Financial Edge and Salesforce so that all financial data can be properly tracked and synced across your entire tech stack.
Financial Edge’s comprehensive financial tool is used to help nonprofits craft budgets, create and share FASB-compliant reports, set internal controls to prevent fraud, track grant progress, and more.
Why We Love Financial Edge NXT
Nonprofit accounting functions differently than for-profit accounting. Nonprofits use a system called fund accounting, which is used to separate the revenue they earn into separate funds, each used for a different purpose.
Financial Edge NXT is designed specifically for nonprofit use. This means it’s built to accommodate fund accounting. Plus, there are plenty of training and consultation services available to help organizations get on board with this system and ensure everything is up-to-par.
- SalsaLabs
Overview of this Salesforce Integration for Nonprofits
Salsa’s fundraising software, Salsa Engage, is used by nonprofits to raise money, communicate with supporters, and create advocacy campaigns. It’s designed to be an all-in-one solution for nonprofits to engage their supporters in various activities.
Salsa Engage integrates with Salesforce in order to save all of this valuable fundraising data in the CRM solution. With Salsa Engage for Salesforce, your nonprofit will gain access to configurable online donation forms, peer-to-peer fundraising campaign pages, online event registration pages, automated gift acknowledgments, online petitions, and more.
Why We Love SalsaLabs
SalsaLabs uses the resources available through Salesforce for nonprofits to regularly clean and update the information in the CRM. Their match-and-merge feature allows your organization to either automatically set matched information to match up and merge together. Or, you can choose to manually select and review the matches before they are merged together.
- Classy
Overview of this Salesforce App for Nonprofits
Classy is a leading fundraising software solutions for nonprofits, primarily known for their intuitive peer-to-peer fundraising solution. Their Salesforce app allows nonprofits to launch fundraising campaigns with channels such as peer-to-peer fundraising, online gifts, crowdfunding, and events.
All of the data collected through these different engagement channels will be streamlined into your Salesforce CRM system, providing a holistic view of your donor engagement metrics.
Why We Love Classy
Classy’s tools are completely cuonfigurable to match the branding of your organization. Not only do they provide the fundraising software you need to succeed, but Classy also helps you make them your own. You can configure the donation tools to match the colors, font, and image style of your website. On top of that, allow fundraisers to configure their peer-to-peer campaign pages to reflect their connection with your mission.
- Soapbox Engage
Overview of these Salesforce Apps for Nonprofits
Soapbox Engage offers a full suite of apps built for Salesforce. While they can be used on their own, they are best suited to be used alongside the Salesforce CRM. With Soapbox Engage, you can pick and choose the apps that are most suited for your organization at the time that you need them.
This means that rather than investing in a whole ecosystem of fundraising tools and only using half of them, your nonprofit can individually invest in the specific tools you need when you need them. The apps of the Soapbox Engage suite include donations, events, classes, forms, directories, e-commerce, petitions, and actions.
Why We Love Soapbox Engage
Soapbox Engage offers their apps specifically for Salesforce. Therefore, there is no lengthy implementation period to use their tools. Nonprofits can get up and running quickly and easily when they invest in the Salesforce apps they need from Soapbox Engage.
- Donorbox
Overview of this Salesforce Integration for Nonprofits
Donorbox is another top fundraising tool for nonprofits that integrates with Salesforce. This platform allows for nonprofits to configure their donation pages to match their branding. Plus, it provides convenient methods of giving for donors with options for Apple Pay, Google Pay, Paypal, and ACH bank transfers.
On top of the convenience of multiple giving methods, Donorbox also makes it easy for supporters to sign up for recurring donations occurring weekly, monthly, or annually. Donors also have the option to cover the fees associated with giving so that their entire gift will go to the organization.
All of these options help your donor take charge of their own giving process. The Donorbox platform is built for their convenience.
Why We Love Donorbox
Not only does Donorbox integrate with Salesforce, but it also has integrations with some of the other top names in nonprofit software. For instance, you can connect your Donorbox tools to Mailchimp, Double the Donation, and top CMS tools like WordPress and Squarespace.
- 360MatchPro
Overview of this Salesforce App for Nonprofits
360MatchPro helps nonprofits realize their potential in matching gift funds. Matched gifts are provided by corporations on top of the gifts their employees give to eligible nonprofits. Businesses often match their employees’ donations at a ratio of 1:1, 2:1, or even 3:1.
360MatchPro is powered by the Double the Donation’s matching gift company database. This Salesforce app helps identify matching gift opportunities and automate the follow-up process with match-eligible donors.
Why We Love 360MatchPro
360MatchPro’s intuitive database platform is designed to make it easy for nonprofit professionals to see their potential matching gift revenue, then reach that potential by pushing their matching gift campaigns further.
The automated platform identifies potential eligibility by scanning the email domains of donors. Then, you can send emails reminding donors to fill out the required matching gift forms to secure a match.
- Mailchimp
Overview of this Salesforce Integration for Nonprofits
Mailchimp is a marketing platform that nonprofits like yours can use to reach your supporters and keep them updated about the latest news at your organization. The Mailchimp Integration Salesforce Apps connects this marketing platform to your CRM.
Once connected, you can use the data in your Salesforce CRM to personalize your outreach to supporters. Supporters are 29% more likely to open a personalized email rather than a generic outreach approach. You can auto-populate information to your emails such as supporters’ names, or you can send emails to particular segments of supporters who will find it most engaging.
Why We Love Mailchimp
Mailchimp has built-in reporting tools to provide insights into your marketing data. These insights help take the guesswork out of your marketing and promotion campaigns. Analyze the engagement and revenue reports to better understand your audience in order to make your campaigns that much stronger.
- Hootsuite
Overview of this Salesforce Integration for Nonprofits
Hootsuite is designed to help organizations of all types with marketing campaigns. Specifically, HootSuite helps organizations stay relevant on social media platforms. This platform makes it easy to schedule posts to publish regularly, to promote the most effective or impactful content for your organization, and to find and share other relevant content on social platforms.
The app that connects Hootsuite to Salesforce makes it easier for your organization to search for details regarding leads, opportunities, accounts, contact, and other Salesforce entries from the Hootsuite dashboard.
Why We Love Hootsuite
Rather than focus on a single social media platform, Hootsuite allows your organization to consolidate your marketing efforts to make a larger impact on platforms like Facebook, Instagram, Youtube, Pinterest, Twitter, and LinkedIn with posts, stories, and advertisements. It’s built to boost your online presence and communication outlets with supporters.
- Fonteva
Overview of this Salesforce App for Nonprofits
Fonteva is a solution for association membership and events. They help associations with every aspect of their management. Specifically, Fonteva’s membership Salesforce app pairs with Salesforce to create a complete association management system.
Fonteva was built on Salesforce. This means you can use your Salesforce data to configure the member experience using Fonteva’s membership tool. Automate tasks to save your team time and energy while still providing a personalized and branded experience for your members.
Why We Love Fonteva
While associations are technically nonprofits by classification, they have specific needs as membership-based organizations. Fonteva’s member portal allows associations to create private microsites and online directories for chapters, committees, and business groups.
Keeping everyone in your association connected through your AMS is just as important as keeping the association leaders updated with the latest membership data.
- DonorSearch
Overview of this Salesforce App for Nonprofits
DonorSearch is the leading prospect research tool in the nonprofit world. Their Salesforce app makes it easy and convenient to access the prospecting information your nonprofit is looking for directly on the Salesforce interface.
The connection between these two software solutions allows your nonprofit to retrieve DonorSearch data at the click of a button. Save this information in your Salesforce CRM for future reference and future fundraising.
Why We Love DonorSearch
DonorSearch is the key to effective major and mid-level gift prospecting. By analyzing data such as political giving, contributions made to other organizations, real estate ownership, stock ownership, board membership, hobbies, and more, your nonprofit can ask the right people for the right amount every time.
- DocuSign
Overview of this Salesforce App for Nonprofits
When it comes to signing agreements, DocuSign is the best known and one of the most widely used Salesforce apps. Their intuitive software makes it easy to collect e-signatures for your next liability waiver, agreement, or other official document requiring a signature.
The DocuSign Salesforce app allows organizations to collect payments at the time of signing and easily save all signed agreements for future reference. Plus, signees can easily sign from any device as agreements are built to be responsive.
Why We Love DocuSign
DocuSign makes signing agreements fast and easy. This means that their tool helps preserve precious time for both signees and team members. Signees will, therefore, have a better experience with your organization; meanwhile, team members don’t need to worry about pushing papers and can get back to your mission faster.
- OneCause
Overview of this Salesforce App for Nonprofits
OneCause is a leading solution in the nonprofit world for online auction software. From mobile auctions at physical events to completely virtual events, OneCause provides all of the tools nonprofits need to host an effective auction or raffle fundraiser.
With the OneCause Salesforce app, your nonprofit can import your Salesforce contacts into the OneCause system as supporters. Then, after the event ends, you can take the additional information you collect during the event activities and upload them to the contact profiles in Salesforce.
Why We Love OneCause
The OneCause mobile bidding solution, BidPal, makes it easy to host in-person events, but also enables virtual auctions. This way, your nonprofit can choose which format will best help you reach your fundraising goals.
For in-person events, OneCause provides all of the event management tools you need to make the event possible. Next, event attendees are notified on their phones when they’ve been outbid, which drives fundraising revenue. Finally, instead of crowding tables in order to see different silent auction items, attendees can remain at their tables mingling with other supporters and staff members. If they see that they’ve been outbid, they can quickly update their bid without disrupting the conversation.
- Brickwork by iATS
Overview of this Salesforce Integration for Nonprofits
iATS is a payment processing service designed for nonprofits. It helps organizations accept one-time and recurring payments via credit card, ACH, or direct debit. iATS maintains a level 1 PCI compliance to ensure they have the highest security standards for clients.
Brickwork is more than just a payment processing tool. It also comes with a donation form called Aura. This provides nonprofits with the choice of sticking to the Aura form or integrating with other donation tools such as Form Assembly. Between built-in integrations and Omatic Software’s cloud connector integration solution, you can rest assured all of your nonprofit software will work together seamlessly.
Why We Love Brickwork by iATS
Brickwork is a free payment app on the Salesforce AppExchange! They have reasonable payment processing fees ranging from 2.49% (for Visa, MasterCard, and Discover) to 3.2% (for American Express) plus a flat $0.26 per transaction.
These reasonable prices have made iATS one of the most popular platforms for payment processing in the nonprofit realm. Plus, because they work specifically with nonprofit organizations, you know their support team will understand your needs.
- Cvent
Overview of this Salesforce App for Nonprofits
Cvent is a well-known event management solution for all sorts of industries. Nonprofits, specifically, can use Cvent’s platform to help automate time-consuming tasks for a smoother event altogether.
Cvent allows organizations to send personalized messages, collect registration payments, check-in attendees, collect feedback, and more. Their Salesforce app allows your organization to store the invaluable data you’ve collected about contacts directly in your CRM. Plus, you can use this data to pull detailed event reports from your Salesforce interface.
Why We Love Cvent
Cvent’s Salesforce app allows you to manage all of your events in a dedicated events object on the Salesforce interface. This allows you to manage all of your upcoming events in a single location. A centralized event management object helps maintain organization standards even when planning gets difficult.
- Eventbrite
Overview of this Salesforce Integration for Nonprofits
Eventbrite is another big name in the event management sector. You can create an event for free on this platform. Those that don’t require ticketing or registration fees are completely free for your organization. If you do choose to charge for tickets, the fees are a reasonable range as low as 2% + $0.79.
To sync the valuable event information about your attendees from Eventbrite to Salesforce, your nonprofit will need a connecting tool. Workato or Omatic are potential connections that help sync Eventbrite data with your Salesforce CRM. Keep in mind that you want to create this integration both with Salesforce and with the rest of your software, a service only offered by Omatic Software.
Why We Love Eventbrite
Eventbrite responded immediately to the rise in online events during the COVID-19 pandemic. Their fast adaptation to encouraging virtual events is what sets Eventbrite apart. With this platform, nonprofits can easily host events either in-person or online.
Eventbrite’s responsiveness will help your nonprofit rest assured you’ll have the tools you need to effectively host and manage your event no matter what’s going on in the world.
- Dropbox
Overview of this Salesforce App for Nonprofits
Dropbox provides a collaboration platform for your organization’s documents and resources. Especially in an age where virtual engagement and teamwork are required to keep your organization running, Dropbox provides the ability to share content quickly and easily online.
The Dropbox Salesforce app allows your nonprofit to access shared content directly from your opportunity record or from support case records. This integration provides a centralized location for your staff members to find content and information and keeps files organized.
Why We Love Dropbox
Administration controls ensure security on the Dropbox Salesforce app. This means your organization can limit and allow access to different files and documents for your organization. At any point, you can change these access controls and share files with relevant team members from the Salesforce interface.
- Mogli SMS
Overview of this Salesforce App for Nonprofits
Mogli SMS is a native Salesforce app for SMS and WhatsApp. It enables organizations to use text messaging to reach out to their constituents. Because this application was built on the Salesforce platform, your organization can be sure the tool will work well using and contributing to your CRM data.
With a 98% open rate, text messaging is a direct and almost guaranteed way to get in touch with your constituents. Mogli makes it easy to reach the right audience with the right message based on the contact information in your Salesforce CRM.
Why We Love Mogli SMS
Mogli SMS has configuration features that allow your nonprofit to send messages according to configure or standardized Salesforce object attributes. This approach allows your nonprofit to reach out to contacts with the most relevant message for that particular audience.
- GetFeedback
Overview of this Salesforce App for Nonprofits
Keeping your supporters happy and engaged with your organization is necessary to maintain an influx of donation revenue. One easy way to keep them engaged is by asking them for feedback about your organization.
GetFeedback is a tool that helps organizations build configure, mobile-friendly surveys to send to constituents. Use the information in your Salesforce CRM to survey the right people, then save that data you collect back in Salesforce. With this Salesforce app, your nonprofit can collect donor insights post-events, after campaigns, or about your general marketing or fundraising efforts.
Why We Love GetFeedback
With GetFeedback, you can keep your constituents engaged while also collecting ideas to help make your nonprofit operations more effective. You can analyze the feedback responses in reports and dashboards on the Salesforce interface, on GetFeedback dashboards, or in an Excel spreadsheet. This makes it easy to collect the feedback, then take it to the next level by making the responses into actionable next steps for your nonprofit.
Salesforce is an incredibly powerful and configurable solution for many types of organizations. However, in order to effectively use it, your nonprofit needs to configure the solution to meet your specific needs.
By ensuring that all of your organization’s tech tools work seamlessly together, you’ll spend less time manually managing your data and more time focusing on your mission. These top Salesforce apps and integrations should get you started in the research process. But, if you’re looking for even more information, check out the resources below:
- 4 Steps to Approaching Data Integration Strategically. This article by Omatic Software will help your organization get your footing when it comes to data integration. Check it out!
- Data Management Best Practices. Once you’ve configured your database, you’ll need to manage the information you collect strategically. These best practices will help you stay organized.