EspoCRM + Givebutter Integration

Integrate EspoCRM to Givebutter in one click, or tell Integrately AI how you want each contact handled. Track donations, create contacts in your CRM, update your sales pipeline, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • EspoCRM
    Target list is created in EspoCRM Instant
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
  • Givebutter
    Contact is created in Givebutter
  • Givebutter
    Transaction is created in Givebutter
  • Givebutter
    Campaign is created in Givebutter
  • Givebutter
    Campaign is updated in Givebutter
  • Givebutter
    Ticket is created in Givebutter
Arrow Right
2.
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM
  • Givebutter
    Get pledge by id in Givebutter
  • Givebutter
    Get recurring plan by id in Givebutter
  • Givebutter
    Create contact in Givebutter
  • Givebutter
    Create campaign in Givebutter

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Ready Workflows Ready Workflows for EspoCRM + Givebutter Integration

Capture new donations, create contacts, keep your CRM updated, notify your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Givebutter + EspoCRM Integration

Create EspoCRM contact for new Givebutter ticket

If you're using Givebutter to manage your events, you'll want to make sure that your EspoCRM contact are updated with the latest information. When a ticket is added to an event in Givebutter, a new contact will be created in EspoCRM automatically. This makes it easy to keep track of your sales pipeline and track event success.
See more
EspoCRM + Givebutter Integration

Create Givebutter contact for new EspoCRM contact

If you're using EspoCRM to manage your sales leads, it's important to also use Givebutter 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 EspoCRM, a corresponding contact will automatically be created in Givebutter.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
Givebutter + EspoCRM Integration

Create EspoCRM contact for new Givebutter contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new EspoCRM contact and Givebutter contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Givebutter + EspoCRM Integration

Create EspoCRM task for new Givebutter contact

EspoCRM and Givebutter are two powerful cloud-based tools that can be used to improve business productivity. Using this EspoCRM - Givebutter integration, you can automatically create task in EspoCRM whenever a new contact is created in Givebutter.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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  • 1of2
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 EspoCRM + Givebutter flow

Sync your core donation and CRM data with email marketing, messaging, finance, and spreadsheet tools. Pick a combination and activate it in one click.

EspoCRM
Givebutter
+
MailchimpMailchimp (8)
+
SlackSlack (8)
+
StripeStripe (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
Google SheetsGoogle Sheets (8)
+
ZoomZoom (8)
G
E
M
Add every new Givebutter transaction to EspoCRM, and add the subscriber in Mailchimp.
Givebutter transactions immediately create EspoCRM contacts and Mailchimp subscribers, eliminating manual data entry.
E
G
M
When a contact is created in EspoCRM, create a Givebutter contact and send a campaign in Mailchimp.
New EspoCRM contacts flow directly into Givebutter and trigger targeted Mailchimp campaigns.
G
E
M
When a campaign is created in Givebutter, create a lead in EspoCRM and update the subscriber in Mailchimp.
Givebutter campaigns automatically generate EspoCRM leads and update Mailchimp subscriber statuses.
G
E
M
When a ticket is created in Givebutter, create an EspoCRM task and add a campaign in Mailchimp.
Givebutter ticket purchases trigger EspoCRM tasks and Mailchimp campaign additions instantly.
G
E
M
If a Givebutter transaction is a recurring plan, create an EspoCRM contact and add a VIP subscriber in Mailchimp.
Recurring Givebutter donors are tagged as VIPs in EspoCRM and Mailchimp automatically.
G
E
M
When a campaign is updated in Givebutter, update the EspoCRM contact and unsubscribe the member in Mailchimp.
Campaign updates in Givebutter refresh EspoCRM contacts and manage Mailchimp unsubscribes.
G
E
M
Use ChatGPT to analyse every new Givebutter transaction, create an EspoCRM contact, and add them to Mailchimp.
ChatGPT categorises Givebutter transactions to create tailored EspoCRM contacts and Mailchimp audience segments.
G
E
M
S
When a transaction is created in Givebutter, create an EspoCRM contact, add a Mailchimp subscriber, and notify Slack.
Givebutter transactions update EspoCRM and Mailchimp while posting instant notifications to Slack.

Supported triggers and actions for EspoCRM and Givebutter

Mix and match to build the exact automation you need

EspoCRM
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 created in EspoCRM
Triggers the automation when a new contact 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
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
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Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
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Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
Try it →
Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
Try it →
Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
Try it →
Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
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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
Case is created in EspoCRM
Triggers the automation when a new case is created
Try it →
Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
Try it →
Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
Try it →
Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
Try it →
Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
Try it →
Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
Try it →
Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
Try it →
Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
Try it →
Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
Try it →
Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
Try it →
Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it →
Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
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
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Search lead by name in EspoCRM
Try it →
Create contact in EspoCRM
Adds a new contact to the database
Try it →
Search contact in EspoCRM
Finds and retrieves contact information
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Update contact in EspoCRM
Updates contact information with new details
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Delete contact in EspoCRM
Removes a contact from the address book
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Create lead in EspoCRM
Generates new leads for potential customers
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Search lead email in EspoCRM
Searches for a lead's email
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Update lead in EspoCRM
Updates the lead information
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Delete lead in EspoCRM
Removes a lead from the database
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Create task in EspoCRM
Creates a new task
Try it →
Create account in EspoCRM
Generates a new account
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Create case in EspoCRM
Generates a new case entry
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Create meeting in EspoCRM
Schedule a meeting
Try it →
Search account in EspoCRM
Searches for account information
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Update account in EspoCRM
Updates account information
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Delete opportunity in EspoCRM
Removes a opportunity from the system
Try it →
Delete meeting in EspoCRM
Removes a scheduled meeting from the calendar
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Create opportunity in EspoCRM
Creates a new instance of the support system
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Search opportunity in EspoCRM
Searches for a opportunity
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Search meeting in EspoCRM
Searches for a meeting
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Update opportunity in EspoCRM
Updates the opportunity details as needed
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Update meeting in EspoCRM
Updates meeting details
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Search case in EspoCRM
Searches for a case record
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Update case in EspoCRM
Updates case details
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Delete account in EspoCRM
Removes an account and all associated data from the system
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Delete case in EspoCRM
Removes the particular case from the system
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Create call in EspoCRM
Initiates a call to the recipient
Try it →
Search call in EspoCRM
Searches for a call
Try it →
Update call in EspoCRM
Updates call information
Try it →
Delete call in EspoCRM
Deletes a call entry from the database
Try it →
Givebutter
Givebutter Triggers & Actions
Contact is created in Givebutter
Triggers the automation when a new contact is created
Try it →
Transaction is created in Givebutter
Triggers the automation when a new transaction is created
Try it →
Campaign is created in Givebutter
Triggers the automation when a new campaign is created
Try it →
Campaign is updated in Givebutter
Triggers the automation when any campaign is updated
Try it →
Ticket is created in Givebutter
Triggers the automation when a new ticket is created
Try it →
Get pledge by id in Givebutter
Retrieves pledge information using its id
Try it →
Get recurring plan by id in Givebutter
Retrieves recurring plan information using its id
Try it →
Create contact in Givebutter
Adds a new contact to the database
Try it →
Create campaign in Givebutter
Generates and launch a new marketing campaign
Try it →

What can you automate with EspoCRM + Givebutter?

Streamline your customer relationships and fundraising operations with ready-made workflows designed for every stage.

What you can automate?
🔄
Sync transactions into CRM contacts
Automatically create a new EspoCRM contact every time a transaction or donation is created in Givebutter. Eliminate manual data entry and ensure your CRM is always up to date.
📋
Capture every submitted custom field
Map all available Givebutter transaction details and custom form questions directly into EspoCRM fields. Keep a comprehensive record of donor preferences and answers.
🔔
Alert your team instantly on activity
Trigger immediate notifications in Slack or via email whenever a high-value donation or new campaign is launched. Ensure your team never misses critical activity.
🔀
Route records based on transaction type
Send recurring plans to VIP segments and standard donations to regular pipelines using conditional branching. Ensure every record goes to the right workflow.
✏️
Keep contact information synchronized
Update EspoCRM contacts automatically whenever campaign details or donor information changes in Givebutter. Maintain absolute data consistency across platforms.
🔍
Prevent duplicate records with smart matching
Search existing contacts before creation to update current profiles instead of generating duplicates. Keep your EspoCRM database clean and organized.
💳
Handle refunds and status changes
Automate updates when a Givebutter transaction fails, cancels, or completes. Keep your CRM stage fields aligned with real financial statuses.
📊
Extend your workflow to Google Sheets
Automatically append a new row in Google Sheets alongside your EspoCRM contact creation for advanced reporting and cross-team analysis.
And much more...

Who is EspoCRM + Givebutter integration for?

Connecting EspoCRM and Givebutter eliminates manual data entry between fundraising and CRM platforms, ensuring accurate records and rapid follow-up for every team.

Data analysts
Data analysts
Sales managers
Sales managers
Account managers
Account managers
Operations leads
Operations leads
Customer success reps
Customer success reps
Compliance officers
Compliance officers
📈
Data analysts
You pull reports on campaign performance and donor trends, but your CRM records are always missing recent transactions because data is exported by hand — integrating these apps means every new transaction lands in EspoCRM instantly and your dashboards stay current.
Sales managers
You need to assign high-value donors to reps immediately, but notification delays mean leads go cold before anyone reaches out — with this integration, every new Givebutter contact creates an EspoCRM lead instantly and your team can follow up right away.
🤝
Account managers
You answer to stakeholders who want live updates on fundraising campaigns, but your tracking tools are constantly out of sync — automating both apps means your contact records and transaction histories update together without manual work.
🚀
Operations leads
The volume of daily ticket sales and donations is too high for your staff to log by hand without making mistakes — connecting these apps means every transaction and ticket maps into EspoCRM automatically without human error.
💼
Customer success reps
You own the onboarding stage and depend on fundraising teams to hand over donor details before you can begin outreach — this integration means every new Givebutter contact populates your CRM queue automatically so you can start onboarding right away.
🔍
Compliance officers
You need a reliable audit trail of all financial contributions, but manual entry keeps leaving gaps in your customer history — automating both apps means every transaction creates a complete, verified record in EspoCRM.
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 EspoCRM + Givebutter

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

1,500+ apps connected
1,500+ apps connected
Connect EspoCRM + Givebutter 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 EspoCRM to Givebutter?
Frequently Asked Questions
You can connect EspoCRM to Givebutter in just 1 click using ready workflows on Integrately. Choose from templates involving Slack, Google Sheets, Mailchimp, and 1,500+ apps, or ask Integrately AI to build your exact automation.
Can I automatically create EspoCRM contacts from new Givebutter transactions?
Frequently Asked Questions
Can I connect EspoCRM, Givebutter, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and Givebutter?
Frequently Asked Questions
How does EspoCRM handle contact updates during Givebutter syncs?
Frequently Asked Questions
Can Givebutter campaign updates modify EspoCRM records?
Frequently Asked Questions
Do I need coding skills to automate EspoCRM and Givebutter?
Frequently Asked Questions
Is the EspoCRM and Givebutter integration free?
Frequently Asked Questions
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You Can Also Connect EspoCRM or Givebutter With 1500+ Other Apps

EspoCRM
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Givebutter
Popular Givebutter Integrations
Sync Givebutter with accounting, email marketing, and reporting tools to keep fundraising data working across your stack.