Insightly

Connect Donately + Insightly

Sync donor data from Donately into Insightly to track giving history, manage relationships, and drive engagement.

What This Integration Does

The Donately + Insightly integration helps you:

• Automatically create or update contacts in Insightly from new donations
• Log giving history alongside other supporter interactions
• Use donation data to trigger workflows, tasks, or follow-ups

Why Connect Donately to Insightly?

If Donately handles your fundraising and Insightly powers your CRM or project management, this integration helps you:

• Centralize donor insights: See donation history within Insightly contact records
• Save time: Skip the manual entry—data flows in automatically
• Act faster: Trigger tasks or pipelines based on giving behavior

Key Features

• Sync new donors and donations to Insightly in real time
• Map Donately fields to Insightly custom fields or tags
• Automatically update contact records with giving data
• Use synced data to automate emails, assign tasks, or track follow-ups

How It Works

1. Connect Donately and Insightly via Zapier or another integration tool
2. Set field mappings and choose your triggers
3. New donations update Insightly with accurate contact and transaction data

No spreadsheets or manual imports needed.

Requirements

• Active Donately account
• Insightly account
• Zapier

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