Rosterfy & Salesforce two way integration
Integrate Rosterfy with the world’s most trusted customer relationship management (CRM) platform, Salesforce, enabling you to manage your volunteer and fundraising teams simultaneously.
Sync your CRM with Rosterfy
Two-way synchronised data
Create a single source of truth for your volunteer data with Rosterfy's two way integration with Salesforce ensure accurate data across both platforms.
Eliminate manual data entry & duplication
Replace manual data entry across multiple platforms with Rosterfy's two way Salesforce integration eliminating the need for manual updates.
Compliant data management
Keep your data secure, safe and protected across both Salesforce and Rosterfy thanks to their secure safeguarding processes.
Sync user data between both systems
Rosterfy enables seamless two way syncing of volunteer data between Rosterfy and Salesforce.
When a contact record is updated in Rosterfy this will automatically be reflected and vice versa creating a single source of accurate data for your volunteers.
Getting started with Rosterfy's two way integration with Salesforce
Rosterfy is able to seamlessly synchronise your Rosterfy user data with your Salesforce account.
Once the Salesforce / Rosterfy integration is enabled on your account, you can choose which user data is sent to Salesforce and vice versa.
To get started simply authorise Rosterfy in your Rosterfy integrations manager to update your Salesforce account and the integration will be live – it is as simple as that!
Anytime you or your volunteers update their details in Rosterfy or Salesforce, it will automatically be reflected in both platforms.
A purpose built solution
“We were looking for a purpose-built solution that could help us relieve some of the administrative burden, streamline onboarding, and ultimately enhance the experience for every volunteer. Rosterfy ticked all those boxes—and more.”
Trusted, Measurable, Scalable.
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Enterprise grade security and compliance trusted by leading organizations worldwide
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"After one week of using Rosterfy, our recruitment office can process 10-12 volunteer applications per hour, as opposed to 3-5 volunteers per hour, through our previous system."
"We’ve been able to reduce the headcount of our team from 3 to just 1.5 FTE but increased the number of events and volunteers we recruit by around 150%.”
Take a look at how World Scouting replaced fragmented systems and manual processes with a centralised solution, streamlining coordination, boosting efficiency, and improving the volunteer experience across the board.
Take a look at how British Heart Foundation streamlined volunteer management, halved onboarding time, and delivered £200,000 in cost and efficiency gains using Rosterfy.
Ready to scale your impact, not your admin?
Deliver a seamless volunteer experience and save countless hours in manual admin with automation that drives efficiency and reduces risk.