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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 and Free Nonprofits Integration Guide

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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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.

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Automation & integration for organizations large and small. Start innovating with pricing starting at $99.99, with a 25% yearly discount for Nonprofits, Education, Medicine, and Governmental Institutions. Choose your pricing plan and start automating today!

 
Basic Designed to drive more sales, align marketing and boost donations for your growing business, nonprofit, or institution
$ 99 99
USD | Per month
Billed yearly at $959.90/yr. (20% discount)
2
What's included
  • Unified dashboard with 250+ prebuilt workflows. These workflows can automate the data flows necessary for increasing sales and aligning marketing strategies, eliminating the need for manual intervention
  • Create up to 5 Set Ups, integrations, which involve use case settings, mapping fields, and scheduling to automate any data integration process easily
  • Automate multiple integration use cases for Salesforce, NPSP or NetSuite for Mailchimp, ActiveCampaign, Constant Contact, and others
  • Sync up to 10 million records of sales, operations, and marketing data per month to enhance the visibility across departments
  • Capture data in near real-time with data sync intervals of 5 minutes
  • Collaborate with up to two team members to build bidirectional automations with built-in workflows, scheduling, reporting, use case examples, and more
  • Review Reports Logs with sortable reporting periods up to 30 days
  • Streamline record syncing from your CRM using Filtering and Segmentation with precise criteria by creating up to 5 Filters and 5 Segmentations
  • Sync your data with a simple click, saving valuable time when it's crucial to launch marketing campaigns or transfer sales data to your marketing department
  • Our team is available round the clock to assist you with any use case through our email support services
Live Calls
 
Agency Perfect for small or large teams, consultants, and agencies managing integrations
$ 399 99
USD | Per month
Billed yearly at $3,839.90/yr. (20% discount)
500
Everything in Professional, plus
  • Discover and build new automations around your use cases with a dedicated account manager and live call support
  • Support complex use cases with Unlimited Set Ups to scale
  • Sync up to 1 billion records of sales, operations, and marketing data per month
  • Automate syncing schedule down to every 2 minutes and the day of the week or choose flexible syncing options such as syncing in intervals of minutes, hours or days
  • Come together with unlimited team members and integration support with a shared Slack channel
  • Up to 12 months of custom data log retention
  • Enhanced metrics visibility with unlimited historical Campaign Metrics and integration start date settings control
  • Landing page field optimization back to CRM using Static Text mapping
  • Reduce multiple automation runtime lags by running 25+ integrations simultaneously
  • Access to phenomenal 24/7/365 support & SLAs
  • Retrieve historical campaign data from your marketing automation platform, spanning months or years
  • Scale Filtering and Segmentation with precise criteria by creating unlimited Filters and Segmentations
  • Customize your integration to suit your use cases by collaborating with our specialists. Our team will assist in incorporating additional features into your automation, ensuring it meets your use cases
We offer a 25% annual subscription 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.