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Connecting C&P to Membership Records

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  • Connecting C&P to Membership Records

    Hello!

    Is there a way to connect a specific campaign in our C&P account to Salesforce NSPS' membership function? We are using C&P to process payments on our website for those who join as a member. The information is coming through great into Salesforce but I would like the C&P information to populate the membership details for the contact (IE, how much they give monthly, total amount given etc.). Does anyone know how to link the two?

    Daniel

  • #2
    To add on, I've attached a screenshot to try to demonstrate what I'm talking about. The system is taking the info coming in from C&P and it updates the "Donation Information" but I would rather it update the "Membership Information" for the transactions run through one of my campaigns. I hope this helps clarify!

    Daniel

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    • #3
      Good day @rickytherhino

      You may accomplish the above through Process Builder or a Workflow.
      Regards,
      Click & Pledge Support Department

      On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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