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Connecting the Dots

Why Nonprofits Should Integrate Third-Party Apps with Salesforce

Most nonprofits rely on more than just Salesforce to run their operations. Fundraising platforms, event tools, online forms, and email marketing systems all play a role in delivering impact. But when these tools operate in silos, staff are left juggling spreadsheets, manually updating records, and struggling to get accurate reports.

That’s why integrating third-party apps with Salesforce Nonprofit Success Pack (NPSP) is one of the smartest moves your team can make. It brings your data together in one place — clean, connected, and ready for action.

Let’s look at how integrations with Classy, Eventbrite, and FormAssembly can transform your nonprofit’s operations.

Classy + Salesforce: Smarter Fundraising, Seamless Data

Classy is a go-to fundraising platform for nonprofits — great for peer-to-peer campaigns, recurring giving, and event donations. But without integration, donation data lives outside Salesforce, making it hard to track supporter engagement.

With the Classy for Salesforce managed package:

  • Donations automatically sync to NPSP Opportunities
  • Donors are matched with existing Contacts or created as new ones
  • Fundraising campaigns and peer-to-peer data flow directly into reports
  • Thank-you emails and workflows are triggered instantly in Salesforce

Result: No more CSV imports, cleaner data, and faster stewardship.

Eventbrite + Salesforce: Events That Connect to Your CRM

Hosting a fundraising gala, workshop, or community event? Eventbrite is a user-friendly way to manage registrations, but integrating it with Salesforce turns event data into strategic insight.

With an Eventbrite-to-Salesforce integration (via tools like Zapier, or a custom Flow/API setup):

  • Attendees are automatically added to Salesforce as Contacts
  • Event attendance can be tracked using Campaigns
  • You can follow up with participants using NPSP Engagement Plans
  • Event performance becomes part of your donor or volunteer engagement picture

Result: Better follow-up, cleaner tracking, and improved engagement.

FormAssembly + Salesforce: Clean Data from the Start

Do you need to collect volunteer applications, intake forms, or donation pledges? FormAssembly is a powerful form builder that integrates natively with Salesforce, and it’s built with nonprofits in mind.

With FormAssembly + Salesforce:

  • Data flows directly into the correct objects (Contacts, Opportunities, Cases, etc.)
  • Conditional logic ensures forms are dynamic and user-friendly
  • You can trigger automations (like task creation or email alerts) based on form responses
  • Duplicate prevention helps maintain clean records

Result: Streamlined data entry, fewer errors, and less time spent cleaning up messy imports.

Integration = Efficiency, Insight & Impact

Integrating your third-party tools with Salesforce isn’t just a technical upgrade — it’s a strategic move that:

  • Saves your team time
  • Improves data accuracy
  • Enhances donor and program reporting
  • Helps you make decisions based on real-time information

In short, your systems start working together for you, not against you.

Ready to Connect Your Tools?

At Trail Magic, we help nonprofits simplify Salesforce and make their systems work smarter, not harder. Whether you’re using Classy, Eventbrite, FormAssembly, or another tool entirely, we’ll help you set up clean, reliable integrations that save time and support your mission.

Let’s talk about your integration needs — Contact Us Today!