Nonprofit, land conservationLand Conservation Nonprofit
A land conservation nonprofit connected event ticketing to Salesforce, so every ticket and donation lands on the right household record automatically.
A regional land conservation nonprofit runs community events and fundraisers alongside its donor program. It used Salesforce with the Nonprofit Success Pack, while event tickets were sold through a separate ticketing platform.
The challenge
Ticket buyers and donors from events had to be entered into Salesforce by hand. New attendees were not captured as households, ticket revenue and donations were mixed together, and payment details were missing from the donor record.
The solution
SiiMPLY7 built an integration using Zapier that creates Salesforce records whenever an order is placed on the ticketing platform. It matches buyers to existing household accounts or creates new ones, records ticket sales and donations as separate opportunities, and includes payment details on each.
Implementation highlights
What we built.
- Automatic sync of ticket orders into Salesforce
- Matching to existing household accounts
- New households created for first-time attendees
- Separate opportunities for tickets and donations
- Payment details captured on each opportunity
Results
Event orders flow into Salesforce automatically
Tickets and donations tracked separately
New attendees added as households
Engagement summary
A focused two to three week integration project gave a small team accurate event and donor data without adding manual work.
What's next
With event attendees captured automatically, the team could follow up with new supporters through its email platform.
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