Classy for Salesforce
Leverage the Classy online fundraising and donor engagement platform with the world’s leading CRM.
A True Partnership: Two Products With the Feel of One
Start fundraising on Classy and allow your data to flow directly into your Salesforce instance for a 360–degree view of your donations and supporters. Classy for Salesforce gives you the tools to optimize your fundraising data, nurture your donor relationships, and accelerate progress towards your mission.
Control Your Data
- Utilize standard contact matching or fully customize your integration by enabling enhanced contact matching.
- A direct integration into Salesforce’s Duplicate Management solution enables any duplicate and matching rules set up in Salesforce to manage Classy contacts.
- Save time by enabling bidirectional sync to update supporter data where you prefer and ensure it matches in both systems.
- Customize the name of the record type for campaigns, accounts, opportunity types, contacts, opportunities, and stage names for your successful donations.
- Monitor the health of your Classy and Salesforce integration and utilize tools to sync all of your Classy data.
Suzanne DiBianca“Our mission is to put best-in-class technology in the hands of nonprofits so they can deliver more impact. Our close alliance with Classy does just that by combining the power of Salesforce with their best-in-class online fundraising software.”
Executive Vice President, Corporate Relations and Chief Philanthropy Officer
Salesforce
Connect Directly to Nonprofit Success Pack or NGO Connect
- Leverage the full functionality of Classy for Salesforce with a direct integration to NPSP custom objects, workflows, and tools.
- Accurately report on and designate funds coming from Classy, including NPSP recurring donors, GAUs, and allocations.
- With out-of-the-box reporting, you can access the data you need when you need it, including roll-up reporting and recurring donations.
Tracee Henneke“Within our first year on Classy and Nonprofit Success Pack we have raised over $1,000,000 with roughly 400 recurring donors. Our goal is to double our recurring program, Everyday Angels, to 800 within the next six months by utilizing Classy, NPSP, and Marketing Cloud to have more targeted communications through better segmentation.”
Annual Giving Manager
Mobile Loaves & Fishes
Nonprofit Cloud Partner
- Classy is a preferred partner chosen to be a part of the Salesforce.org Nonprofit Cloud.
- Unlock the power of program management, fundraising, and marketing and engagement to save time and create operational efficiencies.
- Get the most out of your technology by allowing them to seamlessly work together, and trust Classy to drive innovation through our joint product roadmap.
First Book“We needed a toolset that would give us a 360-degree view of our relationships with donors and constituents. We chose Classy because of their strong integration with Salesforce, superior peer-to-peer fundraising, and the donor-first user experience. Our donation conversion rate has already grown 18.5%.”
An Integration for the Modern, Data-Driven Nonprofit
Near Real-Time Results
Sync your online fundraising data with your Salesforce instance in near-real time to make informed decisions and personalize your donor touchpoints.
Lightning-Ready
With the deepest integration in the industry, Classy for Salesforce is Lightning-ready and data-focused.
Multi-Currency Support
Accept donations in up to 130 currencies and report on the performance using Classy Passport and Salesforce together.
NPSP–Compatible
Get the most out of Salesforce’s NPSP with the Classy for Salesforce NPSP Extension.
The Classy Community
Organizations Already Using Classy for Salesforce
Classy for Salesforce Demo Video
Watch as our Director of Training and Development walks you through all of the most popular functionality in our Salesforce integration.
Case Study: Atlanta Humane Society + Classy for Salesforce
Explore why Atlanta Humane Society chose to integrate with Classy and Salesforce and how they implemented both solutions to deliver a more personalized donor experience.
Support Center
Visit the Classy Support Center to learn how to get started with the Classy for Salesforce integration.
Free Guide
How Classy for Salesforce Drives Growth
Data integrity is a critical ingredient to long-lasting supporter relationships. The Classy for Salesforce integration keeps your fundraising platform and CRM in sync, so you have the most robust constituent relationship management system possible.
In this guide, you’ll learn how the integration helps to:
- Streamline and improve your internal operations
- Improve donor stewardship and build trust with donors
- Identify opportunities for larger contributions
- Prepare you for your next level of growth