Capsule CRM integration

Connect Donately + Capsule CRM

Sync donor data into Capsule CRM to manage relationships and grow long-term support.

What This Integration Does

The Donately + Capsule CRM integration helps you:

• Automatically create or update contacts based on new donations
• View donation history alongside every donor profile
• Use real-time data to drive smarter outreach and engagement

Why Connect Donately to Capsule CRM?

If you use Donately for fundraising and Capsule CRM to manage relationships, this integration helps you:

• Centralize donor insights: See giving history within Capsule contact records
• Automate updates: No more manual entry or outdated data
• Streamline follow-ups: Use donation activity to trigger tasks or workflows

Key Features

• Sync donor contact info and donation details to Capsule CRM
• Automatically update contact records with each new gift
• Map Donately fields to Capsule custom fields
• Trigger tags, tasks, or pipelines based on donation behavior

How It Works

1. Connect your Donately and Capsule CRM accounts
2. Set your sync preferences and field mappings
3. Donations and donor info flow into Capsule automatically

No spreadsheets or manual uploads needed.

Requirements

• Active Donately account
• Active Capsule CRM account

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