Give Lively

Roderick Sang

Julicia R

Third-party applications such as Salesforce, Zapier, etc.

Integrations

Learn how to set up Give Lively’s free native integration specifically designed to complement the Salesforce Nonprofit Success Pack (NPSP).

Get Started with Give Lively’s Free Salesforce Untegration

What you need to know and do in preparation for a Give Lively Salesforce integration.

Prepare for Salesforce integration set-up

This article includes steps for members to integrate their Give Lively account with Give Lively's Salesforce integration.

Integrate Our Platform With Salesforce

To address questions and concerns that may arise relating to Give Lively’s Salesforce app, the Give Lively support team may ask you to grant temporary login access to your Salesforce…

Grant Salesforce login access to Give Lively support

Steps that nonprofit admins and Salesforce consultants should follow to integrate Give Lively with Salesforce.

Test a Salesforce integration

A walkthrough of the features in the Nonprofit Admin Portal available for Give Lively’s Salesforce integration.

View and configure settings for Give Lively's Salesforce integration

Learn how to use NPSP Recurring Donations in Give Lively’s Salesforce app.

Use Nonprofit Success Pack (NPSP) Recurring Donations in Give Lively’s Salesforce app

Refer to the steps below if you would like to connect Give Lively to your Salesforce org using a different Salesforce user.

Connect Give Lively to Salesforce with a different user

An overview of how our updated Salesforce integration is built.

See our Salesforce integration logic and fields

For Salesforce integration users assigned to a custom profile that was created before October 2025.

Resolve Salesforce connection errors for custom integration users

Become familiar with the corresponding Mapped Fields in Salesforce as they relate to the updated column headers and additional data in the Line Items (All) report.

Map Salesforce fields to Line Items (All) CSV columns

When active, Salesforce validation rules can inadvertently block Give Lively’s ability to sync donations and contacts. Learn how to modify validation rules to exempt the Give Lively syncing process.

Exempt Give Lively data syncing from Salesforce validation rules

When enabled, Salesforce’s built-in duplicate prevention features can interfere with Give Lively’s ability to sync donations and contacts. Learn how to add a rule to exempt Give Lively from the…

Exempt Give Lively data syncing from Salesforce duplicate rules

Learn about the benefits of using the Salesforce campaign hierarchy with Give Lively records, as well as how to enable the feature in your org.

Enable campaign hierarchy in Give Lively’s Salesforce integration

Learn how to configure how Give Lively campaigns and events map to Salesforce campaigns

Configure campaign mapping in Give Lively's Salesforce integration

Instructions to automate the process for assigning GAUs to donations syncing from Give Lively to Salesforce.

Assign general accounting units (GAUs) to Give Lively donations automatically

An overview of the new custom objects and fields in Give Lively’s Salesforce app.

Salesforce's Included App Enhancements For Give Lively

Learn about the collection of reports and dashboard that give additional insight into donations and donors processed through Give Lively’s fundraising platform.

Access the included reports in Give Lively's Salesforce App

Learn how to connect a free API integration user with Give Lively’s Salesforce app.

Set Up Free API Integration Users for Our Salesforce Integration

Make the most of the new features in Give Lively's next-generation Salesforce integration. In keeping with Give Lively's commitment to be free for nonprofits, there is no charge for this…

Install or upgrade the Give Lively for Salesforce application

Articles related to Give Lively's free Salesforce integration.

Salesforce

Use Zapier For Third-Party Integrations

A workaround available for nonprofits who need donation data from before they set up a zap.

Zapier Integration: How to Trigger Zaps for Existing Give Lively Donations

Review Zap Triggers and Templates

Connect Give Lively with 6,000+ other web services with automated actions through Zapier.

Zapier

Learn everything you need to know about Double the Donation: what it is, what it does and how to add it to your Give Lively donation pages.

Integrate with Double the Donation

Set up a UTM code to track donor giving behavior and the effectiveness of your marketing campaigns. These codes, easily added, can be used with Give Lively Donation Widgets, Campaign…

Use UTM codes to track fundraising campaigns

Other Integrations

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