Up-to-date, automatically
Integrate Salesforce with Good Grants
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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
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Check for an existing customer record in Salesforce
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Retrieve information from Salesforce to populate a Good Grants user record
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Create or update customer and organisation records in Salesforce, populate with information collected in Good Grants
When a user updates their profile
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Update their customer record in Salesforce
When submitting an application
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Create or update records in Salesforce and populate with application information
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Create separate records for contributors or team members credited in an application