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Nonprofit Success Pack (NPSP) Automation

Unleash the power of automation for your nonprofit running on the Nonprofit Cloud.
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Make recurrent donations a breeze. Hello, recurring, predictable income!
Quickly identify who’s donating. For example, you can see that a new record in Mailchimp donated to your nonprofit on their own, not from that of the organization they are part of.
Instead of syncing the Company name in Constant Contact to the Company name/Account name/Organization name in the Salesforce NPSP, SyncApps will create an Affiliation (Household account) for that record instead.

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Check Out Nonprofit Success Pack (NPSP) integrations

How it works

Check Personal, Work, and Alternate email for creating records from your marketing automation solution. Check Personal, Work, and Alternate email for new records creation from your marketing solution

This feature is targeted at creating records in Salesforce NPSP or syncing back Marketing Metrics. You can use it to check each email address on the record and see if it already exists and/or if it's under the record's non-preferred email addresses like Home (Personal), Work, or Alternate email addresses.

Create Organization Affiliation for records from your marketing automation software. Check Personal, Work, and Alternate email for new records creation from your marketing solution

This is ideal for nonprofits that rely on donations.

For example, you can see a new record in Mailchimp who donated to your nonprofit personally, not from that of the organization they are part of. Instead of creating/syncing the Company name in Mailchimp to the Company name/Account Name/Org name in Salesforce NPSP, we will create an Affiliation (Household account) for that record instead. This way, you can keep better track of who donated and whether their donation had anything to do with their work affiliation or not.

By default, if the Company from, for example, Constant Contact is not blank, then SyncApps will create it as an Account in Salesforce and it will be the Account Name for the Contact. If the feature is enabled, then SyncApps will still create the Company as an Account, but only as an Affiliation. SyncApps will also create a Household Account as the Contact's Account Name. 

Built-in features:

If this feature is enabled, SyncApps will look at any email fields on the record in Salesforce to see if that newly created record from your Marketing Automation software already exists under those fields.

Here are the field examples below:

npe01__Preferred_Email__c npe01__HomeEmail__c (Personal Email) npe01__WorkEmail__c npe01__AlternateEmail__c

NPSP Emails

If the email address already exists as one of the non-preferred email fields then SyncApps will not update those emails to that Salesforce record. Unsubscribe data will be aligned with the Preferred email only.

For Marketing Metrics, if this NPSP feature is enabled and "Sync Campaign Responses to all matching records" is also enabled, then we can sync the updates from those non-preferred email addresses to the Main (preferred email) record.

If the record opts out of the Preferred email in your Marketing Automation solution then this is the only record that will sync back to automatically check the Email Opt Out in Salesforce. See here for a detailed explanation on the NPSP unsubscribe feature.

These use-cases here are using the Checkbox Field Mapping feature for Salesforce NPSP integrations in SyncApps.

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Free Drag and Drop App for Salesforce

Whether you are a nonprofit, small business or in the Fortune 100, your team needs to be able to access their content and upload it across Salesforce. Whether that is a contract on an Account or PDF, Slidedeck for an Opportunity. Get your team's files into Salesforce the easy way today.

Integrate your Nonprofit Success Pack (NPSP) now!

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Affordable automation & integration for organizations large and small. Start innovating with pricing starting at $99.99, with a 50% yearly discount for Nonprofits, Education, Medicine, and Governmental Institutions. Choose your pricing plan and start automating today!

Enterprise Every feature of our Pro Plan plus more data, unlimited Set Ups and custom integrations. Perfect for small or large teams, consultants and agencies. Switch to yearly and save $960
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Integrations Available

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Integration Set Up

Integration Set Up is a term that refers to the setup of two software automations, all configurations, field mapping, and scheduling.
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Sync your data anytime, on-demand, with the simple push of a button.

Custom Unsubscribe

Use a unique unsubscribe field to map bidirectionally in your automation for opt-out control.

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Concurrent automations runtime

Run integrations concurrently (simultaneously) in your account to streamline automations and speed up the runtime.

Override Email Field Mapping

Map email to any custom email field, bidirectionally, in your CRM.

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Dedicated scheduled phone support with our support team to cover any integration use case. Five hours of scheduled calls per year.

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Bring back months, years, or even more historical campaign data from your marketing automation platform.

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We offer a 50% discount on all plans for all Nonprofits, Education, Medicine, and Governmental Institutions. Learn more.

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Frequently Asked Questions

After entering our free trial, you will create a SyncApps account and immediately be able to upgrade your account to purchase SyncApps. You can pay by credit card, ACH or Wire. POs are accepted by our support staff for yearly invoice subscribers.

When you sign up for your trial of SyncApps, you'll have access to all features on the SyncApps Platform. If you want to trial a specific plan, just contact our support. At any point during the trial you can choose a plan and pay by credit card from within your SyncApps account. At the end of your SyncApps trial, your data automations remains intact. You can login and select a plan to purchase at any time and upgrade or downgrade on a prorated basis. Plans are month-to-month or annual. You can upgrade/downgrade or make changes to your plan at any time (however refunds are not given for cancellation or downgrades).

Yes, we can migrate all your (API-supported) data even if the data already exists prior to using SyncApps.

Yes, the SyncApps Platform integrates your data bi-directionally from your key software to other software in your organization, as long as the data or field(s) are API-supported. Connecting multiple software is easy using our point and press platform which allows multiple automations.

Absolutely! Just book a free call with our dedicated Support team here. We can help you narrow down the right software integration flows for your organization.

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