Agile CRM + Raisely Integration

Integrate Agile CRM to Raisely in one click, or tell Integrately AI how you want each contact handled. Sync supporter records, create offline donations, update profiles, and track interactions automatically.

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Raisely
    New campaign is created in Raisely
  • Raisely
    Donation is created in Raisely Instant
  • Raisely
    New interactions is created in Raisely
  • Raisely
    Person is created in Raisely Instant
  • Raisely
    Profile is created in Raisely Instant
  • Raisely
    Subscription is created in Raisely Instant
  • Raisely
    Subscription is succeeded in Raisely Instant
  • Raisely
    Subscription is resumed in Raisely Instant
  • Raisely
    Donation is refunded in Raisely Instant
  • Raisely
    Post is created in Raisely Instant
  • Raisely
    Subscription is failed in Raisely Instant
  • Raisely
    Subscription is rebilled in Raisely Instant
  • Raisely
    Subscription is paused in Raisely Instant
  • Raisely
    Subscription is updated in Raisely Instant
  • Raisely
    Subscription is deleted in Raisely Instant
  • Raisely
    Subscription is cancelled in Raisely Instant
  • Raisely
    Post is updated in Raisely Instant
  • Raisely
    Post is deleted in Raisely Instant
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2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • Raisely
    Create person in Raisely
  • Raisely
    Search person in Raisely
  • Raisely
    Update person in Raisely
  • Raisely
    Add tag in Raisely
  • Raisely
    Create offline donation in Raisely
  • Raisely
    Add interaction in Raisely
  • Raisely
    Search tag in Raisely

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Ready Workflows Ready Workflows for Agile CRM + Raisely Integration

Capture supporter details, create offline donations, update contact records, alert your team, and track campaign milestones, all in just one click.

Most popular automationsmost-popular-automations
Agile CRM + Raisely Integration

Create Raisely person for new Agile CRM contact

If you're using Agile CRM to manage your sales leads, it's important to also use Raisely to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Agile CRM, a corresponding person will automatically be created in Raisely.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Activate
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Agile CRM + Raisely flow

Sync your fundraising data with marketing campaigns, surveys, payment gateways, spreadsheets, team messaging, and accounting tools. Pick a combination and activate it in one click.

Agile CRM
Raisely
+
MailchimpMailchimp (4)
+
TypeformTypeform (3)
+
StripeStripe (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
+
QuickBooks OnlineQuickBooks Online (3)
R
A
M
Add every new Raisely donation subscriber to Agile CRM and Mailchimp instantly
New Raisely donations automatically create Agile CRM contacts and add subscribers in Mailchimp, ensuring your marketing lists stay synchronized.
R
M
A
When a person is created in Raisely, add them to Mailchimp and update Agile CRM
Keep your Mailchimp audience and Agile CRM contacts updated whenever a new person registers on Raisely.
A
M
R
Add Agile CRM contacts to Mailchimp and search for matching Raisely profiles
Sync new Agile CRM contacts to Mailchimp and verify their supporter history in Raisely.
A
M
R
Use Claude to segment Agile CRM contacts before adding them to Mailchimp and Raisely
Use Claude to evaluate Agile CRM contacts, then add them to Mailchimp and update Raisely accordingly.

Supported triggers and actions for Agile CRM and Raisely

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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Raisely
Raisely Triggers & Actions
New campaign is created in Raisely
Triggers the automation when a new campaign is created
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Instant
Donation is created in Raisely
Triggers the automation when donation is made
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New interactions is created in Raisely
Triggers the automation when a new interaction is created
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Instant
Person is created in Raisely
Triggers the automation when a new person is created
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Instant
Profile is created in Raisely
Triggers the automation when a new profile is created
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Instant
Subscription is created in Raisely
Triggers the automation when a person is subscribed
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Instant
Subscription is succeeded in Raisely
Triggers the automation when subscription is succeeded
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Instant
Subscription is resumed in Raisely
Triggers the automation when subscription is resumed
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Instant
Donation is refunded in Raisely
Triggers the automation when donation is refunded
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Instant
Post is created in Raisely
Triggers the automation when post is created
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Instant
Subscription is failed in Raisely
Triggers the automation when subscription is fails
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Instant
Subscription is rebilled in Raisely
Triggers the automation when subscription is rebilled
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Instant
Subscription is paused in Raisely
Triggers the automation when subscription is paused
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Instant
Subscription is updated in Raisely
Triggers the automation when subscription is updated
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Instant
Subscription is deleted in Raisely
Triggers the automation when subscription is deleted
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Instant
Subscription is cancelled in Raisely
Triggers the automation when subscription is cancelled
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Instant
Post is updated in Raisely
Triggers the automation when post is updated
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Instant
Post is deleted in Raisely
Triggers the automation when post is deleted
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Create person in Raisely
Generates a new person
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Search person in Raisely
Retrieves information about a person
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Update person in Raisely
Updates the information of a person
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Add tag in Raisely
Assigns tags to particular items
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Create offline donation in Raisely
Logs a new offline donation
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Add interaction in Raisely
Adds an interaction
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Search tag in Raisely
Searches for a tag
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What can you automate with Agile CRM + Raisely?

Connect your fundraising platform and CRM to eliminate manual data entry and streamline supporter workflows.

What you can automate?
🔄
Sync supporters and donations automatically
Every Raisely supporter and donation record creates corresponding contacts and deals in Agile CRM the moment funds are raised. No copy-pasting, no delayed updates.
📋
Capture every submitted campaign field
Map all custom supporter answers and interaction notes directly into Agile CRM fields instead of just basic names and emails. Your CRM becomes a complete archive.
🔔
Alert your team the moment a gift arrives
Notify staff members instantly in messaging apps or via CRM tasks whenever a significant donation or new supporter registration occurs.
🔀
Route supporters based on custom criteria
Send high-value donors to senior relationship managers while routine contributions follow standard automated nurturing sequences in Agile CRM.
🔄
Keep contact records updated as profiles change
Whenever a supporter updates their profile or subscription details in Raisely, your Agile CRM contact records refresh automatically.
🔍
Prevent duplicate records with smart search
Search existing Agile CRM contacts before creating new entries, ensuring clean databases and avoiding fragmented supporter histories.
💳
Handle refunds and status changes gracefully
When a Raisely donation is refunded or a subscription fails, automatically update deal stages and add tags in Agile CRM.
📊
Extend your workflow to external tools
Push campaign data from your core pair into Google Sheets, Slack, QuickBooks Online, or Mailchimp to keep your entire operational stack aligned.
And much more...

Who is Agile CRM + Raisely integration for?

Nonprofit leaders, fundraising managers, and marketing teams eliminate manual data entry and keep donor pipelines accurate across platforms.

Fundraising Directors
Fundraising Directors
Donor Relations Managers
Donor Relations Managers
Grant Officers
Grant Officers
Nonprofit Marketing Specialists
Nonprofit Marketing Specialists
CRM Administrators
CRM Administrators
Finance Coordinators
Finance Coordinators
📈
Fundraising Directors
You review campaign metrics to make budget decisions, but your donation spreadsheets only update when staff manually export records, so your totals are always outdated — automating both apps means every new contribution lands in your CRM instantly and your financial reporting stays current.
⚡
Donor Relations Managers
You need to thank major donors immediately, but notification delays mean you find out about contributions hours after they occur — connecting these apps means every new donation triggers instant alerts so your team can reach out while supporter engagement is at its peak.
📋
Grant Officers
You answer to stakeholders who demand accurate progress updates, but pulling records from separate systems takes hours of manual formatting — this integration means every interaction and profile update syncs automatically across your databases for seamless reporting.
🔄
Nonprofit Marketing Specialists
Your campaign volume is too high for anyone to keep contact lists updated by hand, leading to missed supporter follow-ups — automating both apps means new contacts flow straight from your fundraising pages into your marketing automation platform without manual intervention.
👥
CRM Administrators
You own the database and depend on upstream campaign forms to hand over clean supporter records, but messy data keeps entering your system — with this integration, every contact and donation maps directly into standardised fields to maintain pristine database hygiene.
🗂️
Finance Coordinators
You need a reliable audit history for every incoming fund, but finding gaps between payment gateways and your CRM wastes valuable time — automating these tools means every transaction log matches your contact records perfectly with zero missing entries.
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Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Agile CRM + Raisely

Build and manage your Agile CRM + Raisely automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + Raisely with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Agile CRM to Raisely?
Frequently Asked Questions
You can connect Agile CRM to Raisely instantly using ready-made templates or ask Integrately AI to build your custom workflow. With 1-click setup, your supporter records and donations flow seamlessly between platforms alongside tools like Mailchimp, Typeform, Stripe, Google Sheets, Slack, and QuickBooks Online.
Can I automatically sync new Raisely donations to Agile CRM contacts?
Frequently Asked Questions
Can I connect Agile CRM, Raisely, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Raisely?
Frequently Asked Questions
How does Agile CRM handle new contacts created from Raisely donations?
Frequently Asked Questions
Can Raisely profiles be updated when Agile CRM contact details change?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Raisely?
Frequently Asked Questions
Is the Agile CRM and Raisely integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or Raisely With 1500+ Other Apps

Agile CRM
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Raisely
Popular Raisely Integrations
Sync Raisely with payment, event, and communication platforms to keep campaign data working across your stack.
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