ConnectionPoint and Salesflare

How to connect ConnectionPoint

When new Contact in ConnectionPoint, find or create contact in Salesflare.
When new Payment in ConnectionPoint, create opportunity, then find or create contact in Salesflare.
When updated Payment in ConnectionPoint, create opportunity, then find or create contact in Salesflare.

ConnectionPoint is a platform that powers digital fundraising platforms of our own and other organizations for growth, flexibility, and performance.

Start a workflow when this happens

New Campaign — Triggers when a new campaign is created.
New Contact — Triggers when a new contact is added.
New Fundraiser — Triggers when a new fundraiser registers for a Peer-to-peer campaign.
New Payment — Triggers when a new pledge or payment is made.
New Receipt — Triggers when a new tax receipt is issued.

Show 3 more triggers

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