Grassrootz and Salesflare

How to connect Grassrootz

When sale Received in Grassrootz, create opportunity, then find or create contact in Salesflare.
When sale Updated in Grassrootz, create opportunity, then find or create contact in Salesflare.

Grassrootz is a leading fundraising platform: manage donations, events and your peer to peer fundraising.

Start a workflow when this happens

Donation Received — Triggers when a new Donation is received in any of your campaigns.
Donation Updated — Triggers when a new Donation is updated in any of your campaigns.
Fundraiser Created — Triggers when a new Fundraiser is created in any of your campaigns.
Fundraiser Updated — Triggers when a new Fundraiser is updated in any of your campaigns.
Sale Received — Triggers when a new Sale is received in any of your campaigns.

Show 1 more triggers

Sale Updated — Triggers when a new Sale is updated in any of your campaigns.

Things Salesflare can make it do

Create Fundraiser — Creates a live fundraiser page for an individual in the system.

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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.