Overview
Discover how the integration of Shopify with Salesforce enabled One Tree Planted, a non-profit organization, to centralize donor information, streamline operations, and enhance donor engagement, leading to increased donations and brand reputation.
What You Need To Know
Shopify provides One Tree Planted with an e-commerce platform to receive donations, while Salesforce stores, tracks, manages, and updates all the information related to donors and their contributions.
Why It Matters
For non-profit organizations like One Tree Planted, maintaining accurate donor data and providing transparency in the donation process is crucial. Centralized data in Salesforce ensures efficient donor engagement, driving trust and encouraging continued support.
What HIC Did
HIC Global Solutions facilitated the integration of Shopify with Salesforce, enabling One Tree Planted to synchronize donor data, automate CRM actions, and streamline workflows.
Overview
Discover how the integration of Shopify with Salesforce enabled One Tree Planted, a non-profit organization, to centralize donor information, streamline operations, and enhance donor engagement, leading to increased donations and brand reputation.
What You Need To Know
Shopify provides One Tree Planted with an e-commerce platform to receive donations, while Salesforce stores, tracks, manages, and updates all the information related to donors and their contributions.
Why It Matters
For non-profit organizations like One Tree Planted, maintaining accurate donor data and providing transparency in the donation process is crucial. Centralized data in Salesforce ensures efficient donor engagement, driving trust and encouraging continued support.
What HIC Did
HIC Global Solutions facilitated the integration of Shopify with Salesforce, enabling One Tree Planted to synchronize donor data, automate CRM actions, and streamline workflows.
About One Tree Planted
One Tree Planted is a non-profit founded in Shelburne, Vermont. They work with amazing reforestation organizations around the world that need financial support to help them get more trees in the ground.
They started in 2014 with a mission to make it simple for people to help the environment. They pool the donations for each project and send the funds to their reforestation partners who plant their trees and maintain them with a survival rate of 80-90%.
One Tree Planted was facing an issue of handling two platforms and synchronizing them with each other for all the donor details, their funding, the reports, and more.
About One Tree Planted
One Tree Planted is a non-profit founded in Shelburne, Vermont. They work with amazing reforestation organizations around the world that need financial support to help them get more trees in the ground.
They started in 2014 with a mission to make it simple for people to help the environment. They pool the donations for each project and send the funds to their reforestation partners who plant their trees and maintain them with a survival rate of 80-90%.
One Tree Planted was facing an issue of handling two platforms and synchronizing them with each other for all the donor details, their funding, the reports, and more.
Challenges Faced
Scattered donor data across Shopify and Salesforce
With donor data spread across both platforms, getting an accurate view of donor information and donation history was not possible.
Lack of real-time updates on donation status
Donors had limited visibility into the progress of their contributions, affecting transparency and engagement.
Inefficient donor communication and marketing
Without a centralized donor database, targeted communication and marketing efforts were hindered.
Challenges Faced
Scattered donor data across Shopify and Salesforce
With donor data spread across both platforms, getting an accurate view of donor information and donation history was not possible.
Lack of real-time updates on donation status
Donors had limited visibility into the progress of their contributions, affecting transparency and engagement.
Inefficient donor communication and marketing
Without a centralized donor database, targeted communication and marketing efforts were hindered.
Challenges Faced
As One Tree Planted faced significant challenges
- Scattered donor data across Shopify and Salesforce
- Lack of real-time updates on donation status
- Inefficient donor communication and marketing
With donor data spread across both platforms, getting an accurate view of donor information and donation history was not possible.
Donors had limited visibility into the progress of their contributions, affecting transparency and engagement.
Without a centralized donor database, targeted communication and marketing efforts were hindered.
Solutions Offered
When One Tree Planted approached HIC with their need for a unified donor data platform, the developers proposed integrating their Shopify store with Salesforce CRM.
Shopify Salesforce Integration for Non-Profits
Integrated Shopify with Salesforce CRM using a third-party tool, Zapier, to automate processes between Salesforce and Shopify dynamically and handle unlimited data on e-commerce.
Enabling Real-time Sync
This integration helps synchronize donor names, donor contact information, donations, and the location of tree plantations info between Shopify and Salesforce in real-time. Updates are automatically sent to each donor with the real-time status of tree plantations.
Building Centralized Dashboard
Created a centralized dashboard to manage the entire business from one place, easily stay in touch with donors, and take action on promotions, coupons, discount offers, and repeat donor donations.
Solutions Offered
When One Tree Planted approached HIC with their need for a unified donor data platform, the developers proposed integrating their Shopify store with Salesforce CRM.
Shopify Salesforce Integration for Non-Profits
Integrated Shopify with Salesforce CRM using a third-party tool, Zapier, to automate processes between Salesforce and Shopify dynamically and handle unlimited data on e-commerce.
Enabling Real-time Sync
This integration helps synchronize donor names, donor contact information, donations, and the location of tree plantations info between Shopify and Salesforce in real-time. Updates are automatically sent to each donor with the real-time status of tree plantations.
Building Centralized Dashboard
Created a centralized dashboard to manage the entire business from one place, easily stay in touch with donors, and take action on promotions, coupons, discount offers, and repeat donor donations.
Solutions Offered
When One Tree Planted approached HIC with their need for a unified donor data platform, the developers proposed integrating their Shopify store with Salesforce CRM.
The solutions which we offered to them
- Shopify Salesforce Integration for Non-Profits
- Enabling Real-time Sync
- Building Centralized Dashboard
Integrated Shopify with Salesforce CRM using a third-party tool, Zapier, to automate processes between Salesforce and Shopify dynamically and handle unlimited data on e-commerce.
This integration helps synchronize donor names, donor contact information, donations, and the location of tree plantations info between Shopify and Salesforce in real-time. Updates are automatically sent to each donor with the real-time status of tree plantations.
Created a centralized dashboard to manage the entire business from one place, easily stay in touch with donors, and take action on promotions, coupons, discount offers, and repeat donor donations.
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