RallyUp + Salesforce
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.
Why integrate RallyUp and Salesforce?
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.
Automate & integrate RallyUp & Salesforce
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.
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.
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.
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.
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.
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.
Use case
Enrich Salesforce Donor Segments After Campaign Completion
After a RallyUp campaign closes, tray.ai can batch-update Salesforce Contact records with new segment tags, giving level fields, or custom fields based on participation type — distinguishing a first-time donor from a repeat auction bidder or a raffle-only participant.
Get started with RallyUp & Salesforce integration today
RallyUp & Salesforce Challenges
What challenges are there when working with RallyUp & Salesforce and how will using Tray.ai help?
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 Can Help:
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 Can Help:
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 Can Help:
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.
Challenge
Keeping Campaign Goal Progress Current
Development teams often want Salesforce Campaign records to reflect live fundraising progress — total raised, donor count, and goal percentage — especially during active campaigns being monitored by leadership.
How Tray.ai Can Help:
tray.ai workflows can fire on every new donation event in RallyUp, recalculating and updating campaign statistics on the Salesforce Campaign record in near real time so dashboards and reports always reflect current fundraising momentum.
Challenge
Managing High-Volume Donation Events
Gala auctions, giving day campaigns, and popular raffles can generate hundreds or thousands of transactions in a short window, potentially hitting API rate limits or causing data conflicts in Salesforce.
How Tray.ai Can Help:
tray.ai's built-in rate limiting, retry logic, and queue management ensure that high-volume donation events are processed reliably and in order — even during peak campaign moments — without overwhelming Salesforce's API limits or dropping records.
Start using our pre-built RallyUp & Salesforce templates today
Start from scratch or use one of our pre-built RallyUp & Salesforce templates to quickly solve your most common use cases.
RallyUp & Salesforce Templates
Find pre-built RallyUp & Salesforce solutions for common use cases
Template
RallyUp Donation to Salesforce Opportunity
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.
Steps:
- Trigger fires when a donation is marked complete in RallyUp
- Search Salesforce for an existing Contact matching the donor's email address
- Create a new Contact if no match is found, or retrieve the existing Contact ID
- Create a new Opportunity in Salesforce linked to the Contact with donation amount, date, and campaign
- Optionally add the Contact as a Campaign Member on the matching Salesforce Campaign
Connectors Used: RallyUp, Salesforce
Template
New RallyUp Campaign to Salesforce Campaign
Creates a corresponding Salesforce Campaign record whenever a new fundraising campaign launches in RallyUp, so performance tracking and donation attribution start on day one.
Steps:
- Trigger fires when a new campaign is created and activated in RallyUp
- Create a new Campaign record in Salesforce with name, start date, goal amount, and campaign type
- Store the RallyUp campaign ID as a custom external ID field in Salesforce for future matching
- Send a Slack or email notification to the development team confirming the campaign is live and linked
Connectors Used: RallyUp, Salesforce
Template
RallyUp Pledge to Salesforce NPSP Recurring Donation
Maps recurring gift commitments made in RallyUp to Recurring Donation records in Salesforce NPSP, keeping installment schedules and payment statuses in sync over time.
Steps:
- Trigger fires when a recurring donation or pledge is created in RallyUp
- Look up or create a Contact in Salesforce matching the donor's email
- Create a Recurring Donation record in NPSP with frequency, amount, and start date
- On each subsequent payment event in RallyUp, update the corresponding installment Opportunity in Salesforce
- Flag overdue or failed payments in Salesforce and notify the development team
Connectors Used: RallyUp, Salesforce
Template
Post-Donation Stewardship Workflow Trigger
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.
Steps:
- Trigger fires when a donation is confirmed in RallyUp
- Create or update the donor's Contact and Opportunity records in Salesforce
- Create a follow-up Task in Salesforce assigned to the responsible gift officer
- Trigger a Salesforce Flow or Marketing Cloud Journey to send a personalized thank-you communication
- Update a custom 'Last Gift Date' field on the Contact for segmentation purposes
Connectors Used: RallyUp, Salesforce
Template
Peer-to-Peer Fundraiser and Supporter Sync
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.
Steps:
- Trigger fires when a peer-to-peer campaign page receives a donation in RallyUp
- Look up or create a Contact in Salesforce for the supporting donor
- Look up or create a Contact in Salesforce for the peer fundraiser
- Create an Opportunity linked to the supporting donor's Contact
- Log a relationship or affiliation between the supporter and fundraiser in Salesforce for network tracking
Connectors Used: RallyUp, Salesforce
Template
End-of-Campaign Donor Segmentation Update
After a RallyUp campaign ends, batch-updates Salesforce Contact records with participation tags, giving levels, and custom segment fields to power future targeted outreach.
Steps:
- Trigger fires when a RallyUp campaign status changes to 'Ended' or 'Completed'
- Retrieve all donors and their participation types from the campaign in RallyUp
- Loop through each donor and locate their matching Contact in Salesforce
- Update custom fields such as giving level, participation type, and campaign count on each Contact
- Generate a campaign summary report and send it to the development team via email or Slack
Connectors Used: RallyUp, Salesforce