Simple Stripe + Salesforce Integration for Nonprofits
Streamline Your Salesforce Donor Management with Simple Stripe + Salesforce Integration for Nonprofits
There’s a better option! Simple Stripe + Salesforce Integration for Nonprofits was meticulously built over years alongside multiple nonprofits to efficiently manage best practices while preserving user-friendly simplicity.
Unlock the beauty of seamless data integration from Stripe to Salesforce that “just works”. Zapier and plugins may connect these systems, but their functionality falls short when it comes to accurate and in-depth donation management.
Pricing
$119.00 / Month
OR
$1190.00 / Year
(Get 2 Free Months!)
Experience Effortless Integration.
Our connector isn’t just about moving data — it’s about integrating it seamlessly into your existing Salesforce framework. No technical expertise required. With a deep understanding of the complexities of Salesforce (especially utilizing the Nonprofit Success Pack – NPSP), we’ve perfected a tool that syncs donation activities effortlessly into your CRM, empowering you to:
- Leverage donation-triggered Opportunities
- Manage all aspects of Recurring Donations seamlessly, even as recurring gifts change over time
- Simplify donor data management and retention
- Utilize out-of-the-box records (Account, Contact, Opportunity, Recurring Donation, Campaign, etc), avoiding custom objects that do not fit into your existing workflows and reports
- Normalize all fundraising data, enabling easier aggregation, analysis, and reconciliation
- Engage greater a variety of data options within Stripe itself
- Support for campaigns and designations
- Prevent data duplication with intelligent filters to catch common challenges
- Handle failed, reattempted, and refunded transactions
- Automate task generation and team enablement for expiring payment methods and failed transactions
- Manage deposits and reconciliation
- Avoid having to custom build data translations and workflows
- Manage data resiliency for often-overlooked challenges such as timing issues, vendor outages, networking blips, reprocessing, and the need for nightly catch-up jobs
In addition to these powerful integration functions, our system is actively monitored with a proactive support team to ensure it’s working as designed.
We manage the complexities of donor data and CRM systems behind the scenes so your user experience is simple and streamlined.
When we say it’s a simple integration tool, we mean simple.
Three Easy Steps to Integration
Connect Your Stripe Account
Simply enter your Stripe account credentials into the integration tool.
Connect Your Salesforce Account
Simply enter your Salesforce account credentials into the integration tool.
Configure Your Settings
Toggle on/off the appropriate settings by answering common language questions about your donation process and preferences and matching a few data fields to ensure the correct information path.
Register Now!
To begin using the Simple Stripe + Salesforce Integration for Nonprofits plugin, please provide the following registration information. Our team will follow up with the next steps for payment, installation, and onboarding.
Frequently Asked Questions
Why should I use this plugin instead of the native tool available from Stripe?
The native Stripe integration plugin is focused on integrating data into Salesforce with a focus on payment management, sales processes, and retail order tracking. It’s functional for these use cases but lacks the refinement to effectively manage duplicate contacts, recurring tasks, and trigger opportunities within the Salesforce system that are so important to nonprofit organizations. While the native plugin will transfer data, our integration tool is much more capable of seamlessly integrating into your existing Salesforce environment while maintaining end-user simplicity.
Couldn’t I build something similar using Zapier?
Yes – that’s a possibility… However, it would require many multi-zap steps that include conditional settings and contingency zaps to handle complex data without duplications or errors. It would take a 15-20 step zap for each donation and would need to be precisely configured or it would generate duplicates and/or error messages.
Our product tackles all of these challenges in a single system with no tech skills required.
How does the integration plugin manage duplicates?
Duplicate data entries are one of the most common and frustrating parts of integrating software systems. We’ve spent countless hours in the trenches alongside thriving nonprofits to create a robust and comprehensive tool that uses multiple data checks to identify duplicate data and handle it appropriately. While it’s always possible that an occasional duplicate may slip through, we’re confident that our tool is more than capable of catching the most common duplication challenges for CRM integration tools.
What happens if the integration plugin doesn’t work as expected?
Our team daily monitors the data flow, error logs, and any unprocessed data. We will assist in any unexpected outages or synchronization errors that might take place. In addition, our team is available through the support@impactupgrade.com email address for specific questions or concerns if you have any challenges with this plugin.
Do you offer other plugins for Salesforce integrations?
We are actively developing additional plugins and tools for Salesforce and other common software platforms that provide simple, non-technical integrations that just work. If you are looking for a specific plugin or integration tool, feel free to reach out to us at info@impactupgrade.com for more information and available options.
Do I need to be a nonprofit to use this plugin?
Yes. The plugin was initially developed in partnership with multiple nonprofit organizations using the Nonprofit Success Pack (NPSP) within Salesforce and is designed to tackle the unique integration process for nonprofit organizations. Our plugin specifically focuses on donor management, recurring gifts, and other data unique to nonprofits.
I don’t have any technological experience – can I still use this plugin?
Yes! Our integration plugin was built with the end user in mind to create a tool that just works, right out of the box. Once you’ve entered your Stripe and Salesforce credentials to connect the systems, you’ll be prompted through a configuration panel that is written in plain language and easy to understand without a technical background.