CRM
Salesforce
Enterprise CRM sync for unified donor records
For organizations that run on Salesforce, HelpYouSponsor's enterprise connector keeps your donor data unified across both platforms. Every new sponsor, donation, and interaction in HelpYouSponsor automatically creates or updates the corresponding Salesforce records — contacts, opportunities, and campaigns stay perfectly aligned without manual imports or CSV exports.
Bi-directional
Real-time data sync
100%
Field mapping flexibility
0
Manual CSV imports needed
The Problem
Enterprise nonprofits using Salesforce as their CRM end up with fragmented donor data — sponsorship details live in HelpYouSponsor while the CRM has an incomplete picture, leading to missed stewardship opportunities and inaccurate reporting.
The Solution
Bi-directional Salesforce sync ensures every sponsor, donation, and interaction flows between both systems automatically, giving your team a complete 360-degree view of each donor relationship.
Getting started
- 1Install the HelpYouSponsor Salesforce package
- 2Authenticate with OAuth
- 3Map fields between platforms
- 4Configure sync frequency
Key features
Who uses this
Major Gifts Officer
See a complete donor history in Salesforce — including all sponsorship payments, messages sent, and sponsored children — without switching between systems.
Development Director
Run Salesforce reports that include sponsorship revenue alongside other giving channels for a unified view of fundraising performance.
Database Administrator
Map custom fields between HelpYouSponsor and Salesforce to ensure organization-specific data like sponsor preferences and communication history syncs accurately.
Frequently asked questions
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