Salesforce Integration logo + Gratavid logo

Salesforce Integration

Automatically send videos as new donations/opportunities are won in Salesforce.

Notification icon
Gratavid icon

First time donor! John Smith $100 gift

36 seconds ago

Gratavid icon

Sally Brooks $1500 gift

25 seconds ago

Gratavid icon

Sasha Myers $5000 lifetime giving reached!

14 seconds ago

About Gratavid

What your contact sees

menu icon
menu icon

Inbox

search icon
search icon

Inbox

search icon

Starred

search icon

Sent

I made you a video today!

Example company logo

John Thomas

play button

Send personalized video via email and text

Use Gratavid to say thanks, update supporters, and add a personal touch to your communication.

Collect videos & testimonials

Request videos one at a time or in bulk from staff, students, board members, advocates, or anyone via email, text, or a link.

What your requestee sees

menu icon
logo

The Juilliard School

videocam iconVideo Upload Form

Notification icon
Gratavid icon

First time donor! John Smith $100 gift

36 seconds ago

Gratavid icon

Sally Brooks $1500 gift

25 seconds ago

Gratavid icon

Sasha Myers $5000 lifetime giving reached!

14 seconds ago

Integrate & automate Salesforce

Configure the integration to send an automated or personalized video on new donations, first-time donors, and/or when a donor milestone is reached. Filter based on gift amount, campaigns and so much more.

Integration key features

  • It takes less than 1 minute to connect
  • Send a Gratavid when an opportunity is closed won (i.e. - donation made)
  • Create a Gratavid task when an opportunity is closed won
  • Filter opportunities by gift amount, first-time donors, campaigns, and more
  • Save engagement data (i.e. - Video Watched) back in Salesforce
  • Customize how engagement data is saved in Salesforce (i.e. - Task, Case, etc.)

Have questions?

Meet Frank

Frank will give you a personalized demo, share Gratavid use cases, and provide tips & best practices.

Frank Mumford, CFRE

VP of Customer Success

Video overview