Connectors / Integration
Connect RallyUp and Salesforce for Smarter Fundraising
Automatically sync donor activity, campaign results, and pledges from RallyUp into Salesforce so your fundraising data stays complete and useful.
RallyUp + Salesforce integration
RallyUp is a fundraising platform built for nonprofits, schools, and organizations running campaigns, auctions, raffles, and events. Salesforce — especially through its Nonprofit Success Pack (NPSP) — is the CRM backbone for thousands of mission-driven organizations tracking constituents, donations, and relationships. Together, these two platforms cover the full fundraising picture, but without an integration, teams are stuck manually exporting CSVs, re-entering donor data, and trying to connect campaign results to long-term donor histories on their own.
When RallyUp and Salesforce don't talk to each other, development teams lose real visibility into donor behavior. A supporter who donates through a RallyUp campaign, bids on an auction item, or buys raffle tickets may already be a contact in Salesforce — but without an automated sync, none of that activity makes it into the CRM. The result: missed stewardship opportunities, inaccurate giving histories, and fundraising reports that don't reflect reality. Connecting RallyUp to Salesforce through tray.ai lets organizations automatically create or update contacts, log donations as opportunities or payment records, map campaign results to campaigns and appeals, and trigger follow-up workflows in real time. Every donor record stays complete, so major gift officers, annual fund managers, and executive directors can act on accurate data instead of guessing.
Automate & integrate RallyUp + Salesforce
Automating RallyUp and Salesforce business processes or integrating data is made easy with Tray.ai.
Use case
Sync New RallyUp Donors to Salesforce Contacts
When a supporter donates through a RallyUp campaign for the first time, tray.ai checks whether they already exist in Salesforce. If not, a new Contact record is created with full name, email, phone, and giving details. If they do exist, the record is updated to reflect the new activity.
- Eliminates duplicate data entry for development staff
- Every new donor is immediately visible in Salesforce for follow-up
- Keeps your CRM deduplicated with accurate constituent profiles
Use case
Log Donations as Salesforce Opportunities
Every completed donation in RallyUp — whether a flat gift, peer-to-peer pledge, or auction payment — is automatically logged as an Opportunity in Salesforce. Fields like amount, close date, campaign source, and payment method are mapped to ensure accurate giving records.
- Gives every donor a full giving history without manual entry
- Enables accurate reporting on total funds raised per campaign
- Supports NPSP rollup summaries and major gift identification
Use case
Map RallyUp Campaigns to Salesforce Campaigns
When a new fundraising event or campaign launches in RallyUp, tray.ai can automatically create a corresponding Campaign record in Salesforce. As donations come in, Campaign Members are added and campaign statistics — total raised, goal progress, donor count — are kept in sync.
- Gives leadership a real-time view of campaign performance inside Salesforce
- Connects individual donations to the campaigns that drove them
- Simplifies end-of-campaign reporting and board presentations
Use case
Trigger Stewardship Workflows After a Donation
As soon as a donation from a RallyUp event is recorded in Salesforce, tray.ai can kick off downstream workflows — sending a personalized thank-you email, assigning a follow-up task to a gift officer, or enrolling the donor in a Salesforce Journey or cadence.
- Speeds up donor acknowledgment and reduces gaps in stewardship
- No donor falls through the cracks after a campaign closes
- Frees development staff from manually assigning post-gift follow-up tasks
Use case
Sync Peer-to-Peer Fundraiser Data to Salesforce
RallyUp's peer-to-peer campaigns generate activity from both the fundraiser and their supporters. tray.ai maps both sets of contacts into Salesforce — logging the fundraiser as a volunteer or constituent and their donors as individual contact and opportunity records — and preserves the relationship between them.
- Captures your full social fundraising network in the CRM
- Identifies high-performing peer fundraisers for future engagement
- Tracks gifts raised on behalf of individual fundraisers for recognition purposes
Use case
Update Salesforce Recurring Donor Records from RallyUp Pledges
When a donor sets up a recurring gift or pledge payment in RallyUp, tray.ai can create or update a Recurring Donation record in Salesforce NPSP. Subsequent installment payments are logged automatically, keeping the pledge schedule current without manual reconciliation.
- Recurring giving data stays accurate without manual upkeep
- Supports revenue forecasting and budget planning
- Lapsed recurring donors don't slip through unnoticed
Challenges Tray.ai solves
Common obstacles when integrating RallyUp and Salesforce — and how Tray.ai handles them.
Challenge
Deduplicating Donors Across Both Platforms
Donors may exist in Salesforce under slightly different names or email addresses than the ones they use on RallyUp, creating duplicate Contact records and fragmented giving histories when automating data transfer.
How Tray.ai helps
tray.ai's logic steps let you build fuzzy-matching and deduplication rules — searching Salesforce by email, then by name, before deciding whether to create or update a record. Custom branching handles edge cases gracefully rather than silently creating duplicate contacts.
Challenge
Mapping RallyUp Campaign Types to Salesforce Record Types
RallyUp supports a wide range of fundraising formats — raffles, auctions, crowdfunding, events, and peer-to-peer — which may need to map to different Opportunity record types, Campaign types, or custom objects in Salesforce depending on how your org is set up.
How Tray.ai helps
tray.ai's conditional logic and data transformation steps make it straightforward to inspect the RallyUp campaign type and dynamically set the correct Salesforce record type, stage, or custom field values for each donation format — no separate workflow needed for every case.
Challenge
Handling Failed or Refunded Payments
Not every RallyUp transaction completes successfully. Failed payments, chargebacks, and donor-requested refunds need to be reflected accurately in Salesforce to avoid overstating revenue or maintaining incorrect giving histories.
How Tray.ai helps
tray.ai can listen for payment failure and refund events in RallyUp and trigger targeted updates in Salesforce — marking Opportunities as Closed Lost, reversing pledge installments, or creating follow-up tasks for the development team to re-engage the donor.
Templates
Pre-built workflows for RallyUp and Salesforce you can deploy in minutes.
RallyUp Donation to Salesforce Opportunity
Salesforce Automatically creates a new Opportunity record in Salesforce every time a donation is completed in RallyUp, mapping amount, donor details, payment method, and campaign source.
New RallyUp Campaign to Salesforce Campaign
Salesforce Creates a corresponding Salesforce Campaign record whenever a new fundraising campaign launches in RallyUp, so performance tracking and donation attribution start on day one.
RallyUp Pledge to Salesforce NPSP Recurring Donation
Salesforce Maps recurring gift commitments made in RallyUp to Recurring Donation records in Salesforce NPSP, keeping installment schedules and payment statuses in sync over time.
Post-Donation Stewardship Workflow Trigger
Salesforce Fires a stewardship workflow in Salesforce immediately after a donation is received from RallyUp, assigning follow-up tasks, sending acknowledgment emails, and enrolling donors in cultivation sequences.
Peer-to-Peer Fundraiser and Supporter Sync
Salesforce Syncs both the peer-to-peer fundraiser and all their individual supporters from a RallyUp campaign into Salesforce, preserving relationships and individual gift records for each party.
End-of-Campaign Donor Segmentation Update
Salesforce After a RallyUp campaign ends, batch-updates Salesforce Contact records with participation tags, giving levels, and custom segment fields to power future targeted outreach.
How Tray.ai makes this work
RallyUp + Salesforce runs on the full Tray.ai platform
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