Cause IQ plays well with the tools you depend on, including direct Salesforce integration for creating and enriching CRM information
Create new and enrich existing Leads, Contacts, and Accounts in your Salesforce instance with Cause IQ's API-based Salesforce integration
Create new records Individually or in bulk create new records, including full deduping functionality
Update current records Fill in missing fields or update out-of-date information in your records
Custom field mapping Map all your custom fields to corresponding fields in Cause IQ
Cause IQ customers using Microsoft Dynamics, NetSuite, Zoho, and other CRMs can create new records and update existing records
Match existing records Bulk match your existing CRM records to those in Cause IQ for filtering or enriching
Create new records Use the export tool to generate bulk reports for loading into your CRM
Update existing records Append columns to your matched records, and include CRM object IDs for easy data loading
Make your lists more actionable by filtering down on which records matter and appending columns for additional context
Auto match rows Quickly bulk match rows to Cause IQ objects with our CSV Upload Tool
Isolate target market Filter your list with financial, geographic, or qualitative fields
Append information Create an updated list with appended columns for additional context
Use the Cause IQ Application Programming Interface (API) to access the industry-leading nonprofit data of Cause IQ directly in a machine-readable format
Organization data Retrieve information on specific organizations by EIN lookup
Programmatic searches Find nonprofits that match specific keywords, financials, or categories
Customize fields returned Customize organization results with over 400 fields available to pull