*This post was originally published on 12/3/2017, and it was updated on 06/17/2021.
Advice for nonprofits on going from web forms to results
WordPress is the world’s most-used Content Management System (CMS), and Salesforce is the leading Customer Relationship Management (CRM) platform. Together they are a powerful set of tools for nonprofits, especially with integrations to automatically sync data between them.
When your website visitors donate, subscribe to your newsletter, or register for an event, that information can be synced directly to Salesforce. Your website can also pull and display data stored in Salesforce, such as lists of sponsors or grantees, program data, chapter or affiliate information, or some other personalized experience based on the visitor’s profile.
The initial investment to integrate your website with your Salesforce instance pays off through better data quality and consistency with less staff time spent on data administration.
Here we break down popular
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