Integrations
Your CRM stays the source of truth
Thropic reads donor data from your existing CRM via a secure, read-only connection. No migration, no duplication — just the relationship layer your team has been missing.
Salesforce
The most widely used CRM in the nonprofit sector. Thropic reads donor records, fundraising history, team data, and activity status directly from your Salesforce org via a read-only connected app.
Fields synced
- Contact and account data
- Lifetime and current-year fundraising
- Team captain and team membership
- Registration and activity status
- Campaign membership and history
- Last login and engagement signals
HubSpot
HubSpot CRM integration is in development. Thropic will read contact records, deal history, and engagement data to power stewardship recommendations for HubSpot-based teams.
Planned fields
- Contact and company records
- Deal and pipeline history
- Email engagement signals
- Custom properties
Raiser's Edge NXT
Blackbaud's Raiser's Edge NXT is the CRM of choice for many major gift and stewardship teams. Integration is on the roadmap for teams managing high-value donor portfolios.
Planned fields
- Constituent records
- Gift and pledge history
- Relationship and affiliation data
- Action and contact reports
Virtuous
Virtuous CRM is built for responsive fundraising. Thropic integration will bring donor scores, giving history, and relationship data into the stewardship workflow.
Planned fields
- Donor and contact records
- Giving history and scores
- Relationship data
- Communication preferences
How the sync works
Thropic is designed to sit alongside your CRM, not replace it. Here's what happens under the hood.
Read-only connection
Thropic connects via a read-only OAuth app or API key. It can never write to, modify, or delete records in your CRM.
Scheduled sync
Donor records are refreshed on a schedule — typically nightly or on demand. Registrations, gifts, and milestones trigger near-real-time updates.
Minimal data footprint
Thropic stores only the fields it needs for stewardship recommendations. Contact details like email and phone stay in your CRM.
Row-level security
Each manager sees only their assigned portfolio. No cross-portfolio data leakage, even within the same organisation.
Change detection
New registrations, gifts, and milestone events are detected and surfaced as recommendation triggers — so managers act at the right moment.
Audit trail
Every sync event is logged. You can see exactly what data was pulled, when, and what changed — useful for data governance reviews.
Live in under 30 minutes
No Salesforce admin certification required. If you can create a connected app, you can set up Thropic.
Create a connected app
In Salesforce Setup, create a connected app with OAuth enabled and read-only scopes. This gives Thropic a secure, auditable access path.
Map your fields
Tell Thropic which Salesforce fields map to fundraising metrics — years participating, lifetime value, team role, and activity status.
Assign portfolios
Match Salesforce "Contact Owner" values to your Thropic managers. Each manager sees only the donors assigned to them.
Run the first sync
Thropic pulls your donor records and builds the initial recommendation queue. Most teams are live within 30 minutes of setup.
What Thropic stores — and what it doesn't
We take a minimal-footprint approach to donor data. Contact details stay in your CRM.
Stored in Thropic
- Fundraising metrics (lifetime, current year, target)
- Years participating and team role
- Registration and activity status
- Relationship memory (manager-authored)
- AI recommendations and priority scores
- Action log (accepts, snoozes, outcomes)
Stays in your CRM
- Email addresses and phone numbers
- Mailing and street addresses
- Payment and banking details
- Full gift transaction records
- Custom CRM fields not mapped to Thropic
- Any data outside the assigned portfolio
Using Salesforce? You're ready to go.
Book a 30-minute setup call and we'll have your team's portfolio live in Thropic before the end of the session.