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Salesforce Texting & Text-to-Give Integrations for Nonprofits

Use Rally Corp to power mobile fundraising, Text-to-Give, and donor engagement—connected directly to Salesforce.

What Is Salesforce?

Salesforce is a leading customer relationship management (CRM) platform that helps nonprofits manage donor relationships, track fundraising activities, and automate engagement across the entire donor lifecycle.

Many nonprofits use Salesforce as their central hub for donor data, campaign management, and integrated marketing automation. Salesforce for Nonprofits provides specialized solutions designed specifically for nonprofit fundraising and engagement.

Learn more about Salesforce

How Rally Works With Salesforce

Rally adds a mobile-first engagement layer on top of Salesforce.

A typical flow looks like this:

  1. 1Supporters engage with Rally campaigns (text messaging, mobile engagement, events)
  2. 2Rally captures engagement data, donor interactions, and giving signals
  3. 3Data is synced to Salesforce CRM for centralized contact and activity management
  4. 4Your team uses Salesforce workflows to automate follow-up and personalize communication

This allows nonprofits to launch Text-to-Give, tap-to-give, and automated messaging without changing their core CRM or fundraising platform.

How Rally Fits Into Your Fundraising Tools

Rally adds a mobile fundraising layer to your existing fundraising tools.

Salesforce remains the system of record for donor data and transactions. Rally handles the mobile experience—capturing intent, consent, and engagement through text messaging—then routes supporters to your connected platform to complete their gift.

This allows nonprofits to:

  • Launch Text-to-Give without changing systems
  • Keep donor data clean and properly attributed
  • Run permission-based texting programs that scale

Salesforce Integration Capabilities

Data SyncIn Development

Sync structured data between Rally and Salesforce to power smarter donor engagement. Rally automatically syncs contact creation and updates, engagement signals, giving activity, and tagging based on supporter behavior. This enables nonprofits to leverage Salesforce's powerful workflows to send timely thank-you messages, segment donors by engagement level, and deliver highly personalized communication.

How Nonprofits Use Rally + Salesforce

Automatically sync donor data and engagement signals to Salesforce
Trigger Salesforce workflows based on SMS engagement and giving activity
Tag and segment supporters based on text message interactions
Automate thank-you sequences in Salesforce when donors give via Rally
Combine email and SMS strategies with Salesforce's unified platform
Create comprehensive donor profiles with engagement history from all channels

Ready to get more eyes on your message?

See Rally Corp in action and discover how our platform can help you achieve these results.