What does BetterUnite integrate with?
Six CRMs (Salesforce, Virtuous, Blackbaud, Tessitura, Microsoft Dynamics, Little Green Light), QuickBooks Online and Sage accounting, six email platforms (MailChimp, Constant Contact, HubSpot, Klaviyo, Emma, Vertical Response), DonorSearch wealth screening, Boodle.AI, Fundraise Up, Strava, DonateStock, Chariot, Double the Donation, Shopify, Square, and Stripe, plus Zapier, a private API, and outbound webhooks.
Does BetterUnite sync with Salesforce automatically?
Yes. Donations land as closed-won Opportunities in mapped campaigns, guests and volunteers sync duplicate-checked, and scheduled syncs run up to four times a day with a full sync-run history and error tracking. See the Salesforce integration.
Can BetterUnite push donations into QuickBooks?
Yes. Each donation books as a QuickBooks Online sales receipt mapped to your payment types, service items, deposit accounts, and classes, with donor-paid and org-paid fees handled as line items or journal entries. See the QuickBooks integration.
Can we connect apps BetterUnite doesn’t integrate with natively?
Yes. Zapier connects 8,000+ apps with triggers for new and updated contacts and donations, campaign launches, payment issues, and recurring payments, and the free tier is enough to start. Developers get a private API with Swagger docs and outbound webhooks, scoped per campaign or globally.
Can we export donor segments to our email tool?
Yes. Export any contact search or segment straight from the contacts grid to a specific mailing list in MailChimp, Constant Contact, HubSpot, Klaviyo, Emma, or Vertical Response, and import platform lists back into BetterUnite.
How does BetterUnite avoid duplicate records when syncing?
Contacts match by email or by a stored external CRM ID, guest and volunteer syncs are duplicate-checked on repeat runs, and the sync-run history tracks every job. Inside the donor CRM.
Does BetterUnite support Google Tag Manager or Meta Pixel?
Yes. Add one Google Tag Manager container ID and one Meta Pixel ID, and both apply across every campaign page for custom analytics and ad attribution.