Salesforce Integration for Bonterra Impact Management (fka Social Solutions Apricot)

Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.

We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.

This video focuses on integration of Salesforce with Bonterra Impact Management.

Interested in deploying an integration with Salesforce for Bonterra Impact Management? Contact us at [email protected] to discuss next steps.

1. Salesforce integration
for Bonterra Impact Management (fka Apricot)

2. Sidekick Solutions is Bonterra and Zapier Certified
experts, working exclusively with nonprofits and
public sector on the Impact Management (f.k.a.
Apricot) platform.
Learn more: www.SidekickSolutionsLLC.com/apricot
Contact: [email protected]
Reviews: zapier.com/experts/sidekick-solutions-llc

3. Integration deployments
3
iPaaS
Zapier, Workato, Microsoft Power Automate/Apps, Google Cloud,
Informatica Cloud, AWS Lambda
Apps
Airtable, Google Sheets, Mailchimp, QuickBooks Online, Square,
QRTiger, Google Forms, HubSpot, Slack, Outlook Calendar,
Gmail, JotForm, Asana, Twilio, Eventbrite, PoolPass, bLoyal,
BHN Rewards, HelloSign, Office 365, Microsoft Teams, Mailgun,
CodeReadr, Phaxio (eFax), Square, Device Magic
Solutions
Apricot-to-Apricot, Salesforce, Yardi, RealPage, Emphasys Elite,
PowerSchool, Qualifacts CareLogic, Tebra Medical Billing, State
of TX DFPS, MdRhythm, ASQ Online, CalOptima Connect

4. We believe integration and automation are
essential to user experience and the
promise of efficient work through
technology (i.e. less paperwork).
4

5. 5
Challenge Solution
▪Reduce time on data entry and
quality assurance
▪Automate work that is repetitive
▪Resolve user feedback on
Bonterra IM as “click heavy”
▪Conditional workflow rules
▪Integration that enables Bonterra
IM’s customization
▪Use automation for data entry
tasks
▪Expand capability without more
human capital/resource

6. Central hub for your electronic records
6

7. Implementing automation
7

8. Automation lifecycle
8

9. 9

10. 10
Funder reporting in Salesforce

11. 11

12. 12
Program data to Bonterra Impact Management

13. 13
Directory management

14. Bonterra and Zapier Certified experts, working
exclusively with nonprofits and public sector on the
Impact Management (f.k.a. Apricot) platform.
Learn more: www.SidekickSolutionsLLC.com/apricot
Contact: [email protected]
Reviews: zapier.com/experts/sidekick-solutions-llc