CONNECT: Third Party Integration

This article focuses on integrations that operate through Click&Pledge CONNECT payment forms. Other Click & Pledge integrations exist in our other products or interact directly with the API, such as WooCommerce and Gravity Forms.
 

Integrations

1. Salesforce
   • The Connected User
   •  When to change the Connected User
   • Connect your C&P account to Salesforce
   • Re-establishing Connection to Salesforce
     
     • When to Re-establish the connection
     • Steps to Re-establish the connection
2. Pixabay
3. Bitly
4. Mass Email
   • MailChimp
   • SendGrid
5. Double the Donation
6. Tracking Analytics
   • Overview
   • Google Analytics
   • Meta Pixel
7. Twilio
8. Zoom
   • Add Zoom Integration
   • Create Zoom Meeting or Webinar for Integration
   • Add Zoom Meeting or Webinar to Campaign

Salesforce

The Connected User

To integrate Salesforce with your Click & Pledge account, you will establish the connection between Click & Pledge and Salesforce in CONNECT. The Salesforce user who establishes the connection is considered the Connected User and will be the owner of records created in Salesforce.

The connection may be established by a Salesforce user, or the Salesforce Integrated User.  The following user permissions are required:

• Create, read, and update Accounts, Contacts, Opportunities, Campaigns, and Campaign Members
• The User must have the following permission sets:
  • PS-CnP-PaaS-Connected-User-ONLY
  • PS-CnP-Event-Connected-User-ONLY

If your Salesforce instance restricts login to Salesforce based on IP addresses, Safelist this range of IP addresses in your Salesforce instance: 216.252.199.1-216.252.199.127.

Salesforce Documentation:

• Restrict Login IP Addresses in the Original Profile User Interface
• Restrict Login IP Ranges in the Enhanced Profile User Interface
• Enable the Enhanced Profile User Interface
• Permission Sets

 When to change the Connected User

• The existing Connected User leaves your organization
• A Consultant has completed implementation

To change the Connected User log into CONNECT and go to Launcher > Settings > 3^rd party Integrations > Salesforce Connection.

Scroll to the bottom of the screen and click the Disconnect button.

Click the Connect to Salesforce button and follow prompts on the screen.

Connect your C&P account to Salesforce 

Launcher > Settings > 3^rd party Integrations > Salesforce Connection

Enter information in the fields.

1. Connection Type will be “Direct to Salesforce Instance” unless there are multiple CONNECT Accounts, in which case set Connection Type for one account to "Direct to Salesforce Instance," and all additional accounts to "Shared with another C&P Account.”
2. Select either Production or Sandbox for the connection.
3. If using Version 10 or greater, check “Connect to Click & Pay Suite.”
4. Select Standard Domain or Custom Domain
5. Enter the Domain name.  For example, the Standard Domain will point to https://login.salesforce.com; the custom domain will point to https://(your domain name).my.salesforce.com 
6. Enter the email address(es) of the person(s) to be notified if there is an error posting to Salesforce.

Click the Connect to Salesforce button.  You may need to login to your Salesforce instance if you are not currently logged in. If prompted to give permission to Click & Pledge for posting, click "ALLOW" and you will be returned to CONNECT. You will see the status as "CONNECTED".

Re-establishing Connection to Salesforce

When to Re-establish the connection:

After your Click & Pledge and Salesforce accounts are connected, there may be times that the connection will need to be re-established.

• • every time the Salesforce instance is upgraded
  • If the connection is broken.  An email will be sent to the person(s) on the error notification list when this happens.

The connection to salesforce will update every time the “Salesforce Connection” is opened in 3^rd party Integrations. You can see that it has been updated by looking at the connection date and time, as shown above.

Steps to re-establish the connection:

• Navigate to CONNECT > Settings > 3rd Party Integrations > Salesforce Connection.

Pixabay

Integrate with Pixabay to choose from their library of royalty-free photos to add to your Peer-to-Peer (P2P) Site .  Pixabay images can be used both as the background image of the "Cover" section and as the source file for the Image widget. You do need to create a Pixabay account for the integration.

1. Go to Pixabay.com
2. Click the "Join" link at the top right corner of the page.
3. Provide a Username, Email, and Password to create a Pixabay account.  You will need to confirm your email.
4. Click the "Explore" link at the top right corner of the page and choose "API"

5. On the Pixabay Developer API page, click the "Get Started" button

6. Scroll down to the "Parameters" section.  The parameter at the top of the list is "key".

7. Copy this API key.  If you are not logged in, you will need to do so to reveal the key.
8. In CONNECT, navigate to Launcher > Settings > 3rd Party Integrations > Pixabay

9. Click to "Enable" Pixabay, paste your API key, and click "Submit"

When you return to your P2P Site Builder , you can access the images available in Pixabay!

Bitly

Integrating with your organization's Bitly account is an easy way to shorten or customize the URLs for your CONNECT forms, and it's free!   

Mass Email

Once you have added mass email integration to your account you can then add it to any CONNECT campaigns as well as the API platform. The integration allows your patrons to add themselves to your email list(s) during the checkout process. Once a patron has opted-in to an email list, then their contact information will automatically transfer to your organization's mass email account.

Available Providers: 

MailChimp