Integrations

General

• Zapier & Webhooks
• How to disable a transaction from integrating with your CRM

Virtuous CRM

• How to configure the Virtuous + RaiseDonors integration
• How does RaiseDonors integrate with Virtuous?
• Importing data between Raisedonors and Virtuous

Salesforce

• Integration with Salesforce
• INVALID_FIELD_FOR_INSERT_UPDATE

HubSpot

• HubSpot Deals - Integration setup
• Hubspot Forms - Integration setup
• Hubspot Forms - Custom data examples

Double the Donation

• Step-by-Step: Integrate Double the Donation's 360MatchPro with RaiseDonors

Aegis (formerly Bernard)

• Getting started
• How to Configure
• How do Refunds & Voids work with this integration?
• When is an order vs gift sent to Aegis? Flags?

Vortx

• Vortx Integration with RaiseDonors

Mailchimp

• How to setup the Mailchimp Integration
• How to find your Mailchimp API key

Fellowship One

• How to configure integration

MPX

• How does it work? It's all automated

YourCause (formerly Orange Leap on Demand)

• Getting Started
• What happens when I receive a donation?
• How does RaiseDonors handle donor matching & duplicates?
• What happens when I receive donations to multiple funds?
• What happens when I receive a recurring donation?
• What happens when I refund or void a donation?

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