Copper

Connect Donately + Copper

Keep donor relationships organized by syncing Donately data directly into your Copper CRM.

What This Integration Does

The Donately + Copper integration helps you:

• Automatically push donor information into Copper
• Track donations alongside other contact activity
• Keep your CRM up to date—without manual data entry

Why Connect Donately to Copper?

If you use Donately for fundraising and Copper for relationship management, this integration helps your team:

• Centralize donor info: View donation history inside Copper
• Save time: Eliminate repetitive data entry
• Strengthen outreach: Use donation data to guide follow-ups and engagement

Key Features

• Sync donor contacts from Donately into Copper
• Create or update leads, people, or companies based on donation activity
• Map donation fields to Copper fields
• Use synced data to trigger workflows in Copper

How It Works

1. Connect your Donately and Copper accounts
2. Configure what donor data you want to sync
3. See donations reflected directly in your Copper records

No development required.

Requirements

• Active Donately account
• Active Copper account

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