Donately + EspoCRM Integration
Integrate Donately to EspoCRM in one click, or tell Integrately AI how you want each donation handled. Create contacts, log donations, update accounts, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Donation is created in Donately- Fundraiser is created in Donately
- Campaign is created in Donately
Target list is created in EspoCRM Instant- Contact is created in EspoCRM Instant
- Contact is deleted in EspoCRM Instant
- Contact is updated in EspoCRM Instant
- Task is created in EspoCRM Instant
- Task is updated in EspoCRM Instant
- Task is deleted in EspoCRM Instant
- Account is created in EspoCRM Instant
- Opportunity is created in EspoCRM Instant
- Meeting is created in EspoCRM Instant
- Opportunity is updated in EspoCRM Instant
- Case is created in EspoCRM Instant
- Account is updated in EspoCRM Instant
- Account is deleted in EspoCRM Instant
- Opportunity is deleted in EspoCRM Instant
- Case is updated in EspoCRM Instant
- Case is deleted in EspoCRM Instant
- Meeting is updated in EspoCRM Instant
- Meeting is deleted in EspoCRM Instant
- Lead is updated in EspoCRM Instant
- Lead is created in EspoCRM Instant
- Lead is deleted in EspoCRM Instant
- Call is created in EspoCRM Instant
- Call record is updated in EspoCRM Instant
- Call is deleted in EspoCRM Instant
2.
- Get donation by ID in Donately
- Get fundraiser by ID in Donately
- Search lead by name in EspoCRM
- Create contact in EspoCRM
- Search contact in EspoCRM
- Update contact in EspoCRM
- Delete contact in EspoCRM
- Create lead in EspoCRM
- Search lead email in EspoCRM
- Update lead in EspoCRM
- Delete lead in EspoCRM
- Create task in EspoCRM
- Create account in EspoCRM
- Create case in EspoCRM
- Create meeting in EspoCRM
- Search account in EspoCRM
- Update account in EspoCRM
- Delete opportunity in EspoCRM
- Delete meeting in EspoCRM
- Create opportunity in EspoCRM
- Search opportunity in EspoCRM
- Search meeting in EspoCRM
- Update opportunity in EspoCRM
- Update meeting in EspoCRM
- Search case in EspoCRM
- Update case in EspoCRM
- Delete account in EspoCRM
- Delete case in EspoCRM
- Create call in EspoCRM
- Search call in EspoCRM
- Update call in EspoCRM
- Delete call in EspoCRM
Trusted by experts at...
Ready Workflows for Donately + EspoCRM Integration
Capture donations, organise contacts, keep accounts updated, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Donately + EspoCRM flow
Connect donations and CRM updates to email marketing, payments, accounting, team chat, sheets, and forms. Pick a combination and activate it in one click.
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Mailchimp (4)
Mailchimp (4) +
Stripe (3)
Stripe (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Slack (3)
Slack (3) +
Google Sheets (3)
Google Sheets (3) +
Typeform (3)
Typeform (3) D
M
E
Add every new Donately donor to Mailchimp as a subscriber, and create a contact in EspoCRM.
New Donately donors appear in Mailchimp and EspoCRM instantly, keeping your mailing lists and CRM contacts perfectly synchronized.
D
M
E
When a Donately fundraiser is created, add a subscriber in Mailchimp and create an account in EspoCRM.
Fundraiser supporters are added to Mailchimp lists while company accounts are created in EspoCRM automatically.
D
M
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If a Donately donation is over $500, add a subscriber to a VIP list in Mailchimp and create an opportunity in EspoCRM.
High-value donors are automatically added to your VIP Mailchimp segment and tracked as a new opportunity in EspoCRM.
D
M
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Use ChatGPT to summarise Donately donor notes, add the subscriber in Mailchimp, and create an EspoCRM task.
AI summarises donor notes before updating Mailchimp and creating a follow-up task in EspoCRM.
Supported triggers and actions for Donately and EspoCRM
Mix and match to build the exact automation you need
Donately Triggers & Actions
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
Try it → Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
Try it → Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
Try it → Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
Try it → Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
Try it → Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
Try it → Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
Try it → Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
Try it → Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it → Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
Try it → Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
Try it → What can you automate with Donately + EspoCRM?
Sync donations, manage contacts, and streamline your fundraising operations automatically across Donately and EspoCRM.
💰
Create EspoCRM contacts from Donately donations
Automatically create a new contact in EspoCRM the moment a donation is created in Donately. Eliminate manual data entry and keep your donor database instantly up to date.
📝
Capture every submitted donor field and note
Map all available donor information and custom questions from Donately straight into EspoCRM contact fields. Ensure your team has full context for every interaction.
🔔
Alert your team when donations arrive
Send instant notifications to staff members or communication channels as soon as a significant donation or campaign contribution is logged in Donately.
🔀
Route donations based on campaign or amount
Set up conditions to create contacts, accounts, or opportunities in EspoCRM differently depending on the donation amount or campaign type selected in Donately.
🔄
Keep CRM records updated as details change
Automatically update existing EspoCRM contacts or accounts whenever donation details or fundraiser records are modified in Donately.
🔍
Search and update instead of creating duplicates
Search for existing contacts or accounts in EspoCRM before creating new records, ensuring your database remains clean and free of duplicate entries.
📅
Handle campaign milestones and tasks
Trigger follow-up tasks and schedule meetings in EspoCRM automatically when new campaigns or fundraisers are launched in Donately.
🔗
Extend your workflow to team chat apps
Connect Donately and EspoCRM with Slack to post updates, notify departments, and coordinate donor stewardship without switching platforms.
And much more...
Who is Donately + EspoCRM integration for?
Nonprofit directors, fundraisers, and CRM managers connect Donately and EspoCRM to eliminate manual data entry, keep donor records current, and streamline follow-ups.
Fundraising Directors
Major Gift Officers
Grant Coordinators
Donation Processors
CRM Administrators
Donor Relations Managers
📈
Fundraising Directors
You review campaign revenue and donor acquisition metrics to report on growth, but your CRM counts are always hours behind your donation platform — automating both apps means every new donation updates your EspoCRM pipeline instantly and your dashboard stays accurate.
⚡
Major Gift Officers
You need to reach out to high-value donors immediately when they contribute, but manual entry means you find out days later — connecting these apps means major gifts trigger instant contact records and task notifications in EspoCRM.
📋
Grant Coordinators
You answer to foundation boards who want to see real-time fundraising progress and donor engagement history, but data silos leave gaps in your reports — this integration means every donation flows straight into EspoCRM for complete reporting.
🔄
Donation Processors
The volume of online contributions is too high for anyone to keep up with by hand, leading to missed records and frustrated team members — automating both apps means every transaction creates an EspoCRM contact without manual typing.
👥
CRM Administrators
You own the relationship database and depend on fundraisers to hand over donor details cleanly, but manual handoffs cause errors and missing fields — this integration means donation data populates EspoCRM contacts and accounts automatically.
🗂️
Donor Relations Managers
You need a reliable history of every interaction and contribution, but scattered records make it hard to track donor touchpoints — connecting these apps means every donation and campaign update builds a complete history in EspoCRM.
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 Donately + EspoCRM
Build and manage your Donately + EspoCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Donately + EspoCRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Donately + EspoCRM Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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😐
750 Tasks
in $19.99
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😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Donately to EspoCRM?
You can connect Donately to EspoCRM using 1-click automations on Integrately. Choose from ready templates with Mailchimp, Slack, and Google Sheets, or ask Integrately AI to build the automation and map the fields.
Can I automatically create EspoCRM contacts when a donation is made in Donately?
Can I connect Donately, EspoCRM, and Slack?
What is a good Zapier alternative for Donately and EspoCRM?
How does Donately data sync with EspoCRM?
Can I update EspoCRM accounts when campaigns change in Donately?
Do I need coding skills to automate Donately and EspoCRM?
Is the Donately and EspoCRM integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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