How Data Sangria Connects YourMembership and Salesforce

Running YourMembership and Salesforce together should give you a complete picture of your organization.

In reality, it often creates gaps.

Member data updates in one system but not the other. Event activity is hard to track. Revenue lives in multiple places. Teams end up relying on manual processes just to keep things aligned.

Data Sangria was built to solve exactly that.

The Problem: Disconnected Systems

Organizations using both platforms typically struggle with:

• Duplicate or outdated member records
• Limited visibility into event engagement
• Revenue data that is hard to track and report on
• Ongoing manual work to keep systems in sync

Without a reliable integration, your data becomes harder to trust.

The Solution: A Purpose-Built Integration Layer

Data Sangria acts as the integration layer between YourMembership and Salesforce, keeping your data connected and continuously updated.

Here is how it works:

Member and Organization Sync

Data Sangria identifies new and updated records in YourMembership and reflects those changes in Salesforce. It intelligently matches records and creates new ones when needed, ensuring your data stays clean and connected.

Event and Campaign Alignment

Events in YourMembership are mapped to Salesforce campaigns. Registrations automatically associate contacts with the correct campaign, making engagement easy to track.

Revenue Data Flow

Donations, dues, and purchases are synced into Salesforce as opportunities and tied to the appropriate contacts. This creates a consistent view of revenue across systems.

Continuous Processing

Data Sangria runs on a scheduled basis and processes only the data that has changed, keeping both systems aligned without unnecessary load or duplication

Built for Visibility and Control

Beyond syncing data, Data Sangria gives your team insight into how integrations are performing.

You can:

• Monitor sync activity and status
• Review logs and troubleshoot issues
• Adjust configurations as your needs evolve

This level of visibility helps ensure your integration stays reliable over time.

Why It Matters

When YourMembership and Salesforce are connected through Data Sangria, your organization benefits from:

• A single, trusted view of member data
• Clear visibility into engagement and events
• Accurate and consistent revenue tracking
• Reduced manual work for your team

Final Thoughts

Integrations should not be fragile or difficult to manage.

With Data Sangria, your systems stay connected, your data stays accurate, and your team can focus on using information instead of fixing it.