Worked with a small non-profit in the arts to sync Contacts from their Wild Apricot membership management system to their Salesforce NPSP CRM system using Integromat process automation.
Key tasks included:
- Integromat scenarios that trigger when a contact is created/updated in either Wild Apricot or in Salesforce NPSP (Non Profit Success Pack).
- Update to data model in both systems to maintain synchronization.
- Data conversion for existing contacts.
When complete, key contact information (name, email address, mailing address, phone, and other custom fields are synchronized without manual input required.