Integrate Salesforce with Good Grants
No credit card required | 14-day free trial | Cancel anytime
Integrated with Salesforce
The Good Grants integration with Salesforce facilitates native two-way data exchange
Powerful and flexible configuration options allow you to choose what information is exchanged with your Salesforce account, and where.
Zero developer effort is needed to set-up an integration— simply authenticate access to your Salesforce account and activate the data exchange features you need.
For member-based organisations using Salesforce, keep your member records in synch with Good Grants and up-to-date. Validate membership to unlock discounted application fees for your members entering your program with Good Grants.
When a user registers in Good Grants
Check for an existing customer record in Salesforce
Retrieve information from Salesforce to populate a Good Grants user record
Create or update customer and organisation records in Salesforce, populate with information collected in Good Grants
When a user updates their profile
Update their customer record in Salesforce
When submitting an application
Create or update records in Salesforce and populate with application information
Create separate records for contributors or team members credited in an application