If you are running both YourMembership and Salesforce, you have probably felt the disconnect.
Membership updates live in one system. Events and registrations live in another. Revenue data gets scattered across both. As a result, your team ends up piecing everything together manually.
That was the situation Grounded Solutions wanted to fix.
The Challenge
They needed a way to keep their data aligned across platforms without relying on manual processes.
Specifically, they wanted to:
- Keep members and organizations in sync
- Track event activity inside Salesforce
- Push donations, dues, and purchases into one system
- Maintain accurate, up-to-date data without constant effort
The Approach
So, we built a custom integration using our middleware platform, Data Sangria, to connect YourMembership and Salesforce.
The goal was simple. Keep data clean, connected, and automatically updated.
Here is how it works:
Membership and Contact Data
First, the integration creates new members in Salesforce and updates existing records. It also links organizations and contacts correctly, so relationships stay intact.
Events and Engagement
Next, it syncs events into Salesforce as campaigns. When someone registers, the system connects them to that campaign automatically. This gives the team a clear view of engagement.
Revenue Tracking
In addition, the integration pushes donations, dues, and store purchases into Salesforce. It then ties each transaction to the correct contact, making revenue easy to track.
Ongoing Sync
Finally, the integration runs on a regular schedule and processes only new or updated data. This keeps both systems aligned without extra effort from the team
The Outcome
Now, instead of chasing data across systems, the team works from a single, reliable view of their members and activity.
Because of that, they can:
- Spend less time on manual updates
- Trust their reporting
- Act on real engagement and revenue data
Final Thoughts
When your AMS and CRM are not connected, your data works against you.
But when you connect them the right way, your systems support your team instead of slowing it down.
That is the difference a well-built integration can make.
