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      Can 360MatchPro integrate with Classy and Salesforce?

      This article walks through how Double the Donation can integrate with both Classy and Salesforce.

      360MatchPro is the industry-leading matching gifts automation solution for nonprofits and educational institutions to identify more matching gift revenue opportunities and drive more matches to completion. You’ll need a 360MatchPro account to activate the matching gift functionality within these partner platforms. Not a 360MatchPro client? Schedule a demo at https://360matchpro.com/demo-request/.

      Overview

      Double the Donation's 360MatchPro integrates seamlessly with both Classy and Salesforce. Many fundraisers take advantage of these three platforms to ensure no matching gift revenue falls through the cracks.

      Features

      360MatchPro works to identify match-eligible donors and drive their matching gift requests to completion for gifts that are entered in either or both your Salesforce CRM or Classy donation forms. The integration can then pull valuable matching gift information back into both the Salesforce and Classy platforms. This means that no matter which platforms register your donations, you can rest assured that 360MatchPro will tag and track match-eligible donors to submit their matching gift requests. 

       
      For example, if a donor makes a gift on a Classy donation form and includes their employer information, you can then access their employer information from within your Salesforce account despite the employer identification process happening within the Classy product.
       
      These integrations also provide settings to avoid duplicate tracking and outreach, meaning your donors will not receive multiple matching gift messages even if they have transaction information in both Salesforce and Classy.

      Getting Started

      To get started, follow the step-by-step integration guides to connect your 360MatchPro account to your Salesforce and Classy accounts. Then, make sure to check out our resource on managing multiple integrations to ensure your account doesn't produce duplicate records. 

      Classy - Salesforce - 360MatchPro FAQs

      Q: I don't have a 360MatchPro account. How do I get one?

      A: Visit  https://360matchpro.com/demo-request/ to request a demo! Make sure you mention that you use Classy + Salesforce in your demo request form.

       

      Q: Why should I integrate both Classy and Salesforce with my 360MatchPro account? 

      A: Integrating all of your available fundraising platforms with 360MatchPro ensures no matching gift record falls through the cracks. By utilizing multiple integrations, your organization can ensure matching gift outreach is conducted for every relevant donation along with actionable insights recorded for each of your match-eligible supporters.

       

      Q: How can I learn more about this integration?

      A: Check out the PDF attached to this guide to learn more about integrating 360MatchPro with Classy and Salesforce.