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Sync Salesforce Contacts with Membership Management system

21 Jun 2020 1:54 PM | Anonymous

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.

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