DonorAtlas integrates with Salesforce
Access the world's best donor research directly within your Salesforce CRM. Automatically enrich your Contacts, Leads, and Person Accounts with DonorAtlas insights.
Sync Salesforce with DonorAtlas
Sync Contact, Lead, and Account (Person Account) records with DonorAtlas to automatically access rich philanthropic and wealth data from right within your CRM. DonorAtlas automatically re-syncs data regularly, so you always have the most up-to-date information.
Batch Screen Donors
Screen as many records from Salesforce as you want in one click using Campaigns and List Views, so you can segment donors by wealth, giving history, capacity, connections, and more.
Create Rich Reports
Build custom Salesforce reports using DonorAtlas data fields. Create dashboards to track major gift prospects, visualize donor capacity, analyze giving patterns, and segment your database with powerful filters based on DonorAtlas wealth indicators and philanthropic activity.
Send Donors to Salesforce
Prospect for new potential donors in DonorAtlas and send them to Salesforce in one click. Find new donors who are connected to your organization by using your DonorAtlas Network, and search for donors who care about your mission using the DonorAtlas search engine.
Ready to enhance your
Salesforce CRM?
Book a Demo
Ready to enhance your
Salesforce CRM?
Book a Demo