CRM Integration

Salesforce Integrations

  • Collect donations with Stripe and record in Salesforce
  • Register users in WordPress and synchronize account with Salesforce
  • Collect Organizational information from Salesforce and  display on website

Zoho CRM Client portals

  • View selected content from your CRM on your website.
  • Make client specific data views privately, without exposing your full CRM data
  • Allow Clients to selectively update CRM fields