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
- Connect Donately and Insightly via Zapier or another integration tool
- Set field mappings and choose your triggers
- New donations update Insightly with accurate contact and transaction data
No spreadsheets or manual imports needed.
Requirements
- Active Donately account
- Insightly account
- Zapier
Thousands of organizations use Donately to integrate their online giving with the tools they love.
Secure, high-converting donation forms
Platform fees as low as 0%
Built-in campaign templates and marketplace
Sign up and launch in 5 minutes
Fully customizable to your brand
No feature limits—everything included
No setup fees. No surprise costs.
Integrates with your favorite tools
