Introduction to CRM integrations
Good Grants is a fantastic way to manage the complete end-to-end process of your grant program, however, at times, data collected in Good Grants may need to be shared with a third party CRM system. This integration allows you to share data between Good Grants and Salesforce.
- You can send user information to Salesforce when someone in Good Grants either registers or updates their own user profile
- You can send application information directly to Salesforce
- You can send team member details, listed in applications, directly to Salesforce
- You can apply a membership price for paid applications where only members with a membership number matched in Salesforce can get the membership price
Integrations with Salesforce allow you to send data from Good Grants to specific objects in Salesforce such as contacts, leads, and accounts as well as custom objects. You can use lookup fields in Salesforce to create relationships between your data sets. For example, a user who registers in Good Grants could be a record in your contacts object, then, all applications by this user might be added to a custom object named "applications" in Salesforce. Each one of their applications would list who the applicant is and include a direct link to their contact record and vice versa.