Bloomerang and Salesflare

How to connect Bloomerang

When new Transaction Payment in Bloomerang, create opportunity, then find or create contact in Salesflare.
When new Task in Bloomerang, create task in Salesflare.
When new Transaction in Bloomerang, create opportunity, then find or create contact in Salesflare.
When new Task in Salesflare, create Task in Bloomerang.

Bloomerang is a simple, cloud-based donor database solution that pools together the latest in best practices for donor engagement and retention.

Start a workflow when this happens

New Constituent — Triggers when a new constituent is created.
New Interaction — Triggers when a new interaction is created.
New Task — Triggers when a new task is created.
New Transaction — Triggers when a new transaction is created (with line item support).
New Transaction Payment — Triggers for each donation, pledge payment, and recurring donation when a new transaction is created. Use this to trigger for each payment in a split payment.

Show 2 more triggers

New or Updated Constituent — Triggers when a constituent is created or updated.
Updated Constituent — Triggers when a constituent is updated.

Things Salesflare can make it do

Create Constituent — Creates a new constituent.
Create Donation — Creates a new donation (with line item support, 10 max.).
Create Interaction — Creates a new interaction.
Create Task — Creates a new task.
Find or Create Constituent — Find an existing constituent, or create new constituent if one is not found.

Show 1 more actions

Look up existing records

Find Constituent — Find a constituent by name. Use exact match for strict duplicate detection with address, phone, and email, or disable it for a broader name-based text search.

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Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.