I am trying to set up Salesforce for my small nonprofit. We use Quickbooks for our accounting and enter donations as a new receipt in Quickbooks. I want Salesforce to search for the donor and, if it finds them, add the donation to their record. If it does not find them, then I want Salesforce to create a new account with the donation. Is this possible? I am particularly having trouble mapping all of the fields. For example, what is “phone number” called? Or, I have an object titled “12 month total giving” and “total lifetime gifts”. How do I get a new receipt in Quickbooks to add to this total? Is this something Zapier can do?
Best answer by MohSwellam
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