WITH ACTION NETWORK
Integrate Action Network with Salesforce
Connect Salesforce to Action Network
Reduce duplicate data entry and the potential for errors by connecting Salesforce with ActionNetwork.org. We will set up and configure the Action Network connector with Salesforce.
What is synced?
Activists in Action Network to Contacts in Salesforce, including first and last name, email address, street address, city, state, and ZIP/postal code plus any custom fields
Subscription status in Action Network as membership in a new "Action Network Subscribers" Campaign created in Salesforce. If a Contact is in that Campaign, they would be subscribed to receive email in Action Network.
Action history as Campaigns in Salesforce, with each action in Action Network becoming a Campaign in Salesforce, and Contacts being added to that Campaign if they take that action.
Donations in Action Network as Opportunities in Salesforce, attached to the Action Network Donations account. Recurring donations are stored in the Action Network Recurring custom field, indicating the period at which they repeat.
You will be able to add actions to your action list in the Action Network targeting interface
Send the Action Network donations and Contacts who are donors