Back to UpdatesOvrture Now Integrates with Salesforce
Connecting personalized communications with comprehensive CRM tracking.
We’re excited to announce a game-changing integration between Ovrture and Salesforce that eliminates the gap between donor stewardship and data management. For advancement teams using Salesforce as their CRM, this update transforms how you track and act on donor engagement across your major donor fundraising efforts.
Now, every meaningful interaction in Ovrture—from personalized site visits to stewardship reporting engagement—automatically appears in Salesforce. When a donor opens their cultivation site, reviews an impact report, or completes a survey, it’s instantly recorded in their contact record. The result? Smarter donor communications, better visibility into engagement patterns, and more strategic follow-up—all without manual data entry.
Solving the Disconnected Systems Problem
Before this integration, advancement teams faced an impossible choice: use powerful donor stewardship tools that lived outside their donor database (CRM), or stick with basic functionality that kept everything in one place. Many teams juggled disconnected systems, manually transferring critical engagement data between platforms—a time-consuming process that often meant missed opportunities and incomplete donor profiles.
This integration changes everything. By bringing Ovrture’s personal communication insights directly into Salesforce, major donor fundraising professionals now have a complete view of each relationship. Your donor communications strategy finally has the data foundation it needs to be truly strategic.
Key Integration Features
- Automatic Activity Logging Every donor interaction—opening a personalized site, clicking links, viewing reports, or downloading materials—is automatically logged in Salesforce. Fundraisers can see exactly who has engaged and when, enabling thoughtful, timely follow-up that moves relationships forward.
- Survey Response Syncing Responses from Ovrture’s survey feature automatically sync to Salesforce, whether you’re capturing donor feedback, impact statements from grateful patients, or key moments in a campaign. All responses become part of a nonprofit organization’s comprehensive donor data ecosystem.
- Custom Field Mapping You control how Ovrture data maps to your Salesforce fields, ensuring seamless integration with your team’s existing workflows and reporting structures.
- Streamlined Workflow By automating key pieces of donor communications data, the integration saves hours of manual work while ensuring consistency across all your advancement systems.
Building for the Future
This Salesforce integration represents more than just a single connection—it establishes the technical foundation for direct integrations with leading advancement platforms including Kindsight Ascend and AffinaQuest. As we continue expanding our integration ecosystem, your donor stewardship data will flow seamlessly across all the tools your team depends on.
Who Benefits Most
This integration is available to all Ovrture clients using Salesforce and is particularly valuable for:
- Major donor fundraising teams that need real-time engagement insights to guide cultivation strategies and relationship management
- Donor relations professionals coordinating stewardship reporting touchpoints across multiple channels and ensuring consistent messaging
- Advancement services staff who manage CRM data and provide the foundation that powers personalized cultivation sites and impact reports
Getting Started
If you’re an existing Ovrture client using Salesforce, your account lead will reach out soon with implementation details and timeline options. The integration is available through our Salesforce AppExchange listing for easy installation and setup.
Exploring Ovrture as your donor software for nonprofits? We’d be happy to demonstrate how this integration supports seamless donor stewardship, strategic donor communications, and data-driven major donor fundraising. Contact us to see how connected systems can transform your advancement strategy.
Ready to connect your donor cultivation efforts with your CRM? Learn more about the Ovrture-Salesforce integration and discover how integrated donor stewardship can elevate your advancement program.
CHRIS SNAVELY
Managing Partner
CHRIS SNAVELY
Managing Partner
Chris leads the Ovrture team in building, maintaining, and enhancing the platform. He also works directly with clients to build systems, drive adoption, and conceive of new use cases. Believing that the application of new thinking is what drives the world forward, Chris takes great pride in bringing a far more efficient and modern approach to the “digital advancement office.”
Share This Story, Choose Your Platform
Categories
Latest posts
Share This Story, Choose
Your Platform
