Zoho CRM + Raisely Integration

Integrate Raisely to Zoho CRM in one click, or tell Integrately AI how you want each donation handled. Track donor profiles, update your CRM contacts, log interactions, and trigger follow-ups automatically.

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1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho 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.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho 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 Raisely + Zoho CRM Integration

Capture donations, create CRM contacts, track donor profiles, log interactions, and trigger follow-ups, all in just one click.

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

Create Zoho CRM module for new Raisely person

When a new person is created in your Raisely software, automatically create a module for them in your Zoho CRM. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Activate
Zoho CRM + Raisely Integration

Create Raisely person for new Zoho CRM module

Are you tired of manually creating Raisely person for every new Zoho CRM module? Well, there's a better way! With our new automation, you can automatically create Raisely person for new Zoho CRM modules.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Raisely {{action.Contact} creation!
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Activate
  • 1of3
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 Raisely + Zoho CRM flow

Sync fundraising data with email lists, finance tools, and team chat channels to keep your operations aligned. Pick a combination and activate it in one click.

Zoho CRM
Raisely
+
MailchimpMailchimp (4)
+
EventbriteEventbrite (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
R
Z
M
Add every new Raisely donation to your Zoho CRM contacts, and subscribe the donor in Mailchimp.
New Raisely donations create or update contacts in Zoho CRM and add subscribers in Mailchimp instantly, so your fundraising lists stay current without manual exports.
R
Z
M
When a new person is created in Raisely, create a lead in Zoho CRM and add them to your Mailchimp audience.
New Raisely supporter profiles automatically populate Zoho CRM as leads and join your Mailchimp audience for seamless outreach.
R
Z
M
When a Raisely subscription is created, update the contact in Zoho CRM and tag their subscriber profile in Mailchimp.
Recurring donors in Raisely update your Zoho CRM records and receive appropriate tags in Mailchimp automatically.
R
Z
M
When a Raisely donation is refunded, update the contact in Zoho CRM and remove them from your Mailchimp campaign list.
Refunded donations in Raisely update your Zoho CRM records and remove donors from active Mailchimp lists instantly.

Supported triggers and actions for Zoho CRM and Raisely

Mix and match to build the exact automation you need

Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Create or Update Lead in Zoho CRM
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
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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 Raisely + Zoho CRM?

Streamline your fundraising pipeline by connecting campaign events directly to your customer relationship workflows.

What you can automate?
🎯
Sync every new donation to your CRM contacts
Capture every contribution made on your fundraising pages and automatically create or update the corresponding contact profile in Zoho CRM without manual exports.
📝
Capture all custom supporter form responses
Map detailed supporter questions, custom donation amounts, and profile answers from Raisely straight into your Zoho CRM database fields.
🔔
Alert your team the moment a gift arrives
Trigger instant team notifications in your messaging channels whenever a significant donation or new supporter profile is registered.
🔀
Route records based on gift amounts or tiers
Apply conditional logic to handle major donors differently from standard contributors, updating your CRM stages and tagging profiles accordingly.
🔄
Keep contact records updated as profiles change
Ensure any updates made to supporter details or recurring subscriptions in Raisely immediately refresh your Zoho CRM database.
🔍
Search and update instead of creating duplicates
Automatically check if a donor already exists in Zoho CRM before creating a new entry, keeping your database clean and uncluttered.
💳
Handle refunds and subscription cancellations
Process refunded donations and canceled recurring subscriptions by updating contact records and notifying finance teams instantly.
🌐
Extend flows into email marketing tools
Connect your core fundraising pipeline with Mailchimp to automatically add new donors to segmented subscriber lists.
And much more...

Who is Raisely + Zoho CRM integration for?

Non-profit leaders, campaign managers, and fundraising teams eliminate manual data entry, keeping supporter records perfectly aligned across platforms.

Fundraising Directors
Fundraising Directors
Donor Relations Leads
Donor Relations Leads
Grant Officers
Grant Officers
Campaign Coordinators
Campaign Coordinators
Sales Development Reps
Sales Development Reps
Operations Managers
Operations Managers
📈
Fundraising Directors
You review campaign metrics every morning but your CRM reports are always missing recent gifts because someone has to export fundraiser data by hand, so the donation totals you present to the board are outdated — automating both apps means every new donation lands in your CRM instantly and your campaign figures stay current.
⚡
Donor Relations Leads
You need to send timely thank-you notes to major contributors, but new donor notifications sit in your fundraising inbox until someone manually enters them into your contact database, so personalized follow-outs go out too late — with this integration, every new donor record is created immediately and your team can acknowledge gifts the moment they arrive.
📋
Grant Officers
You answer to stakeholders who want to see up-to-date supporter engagement histories, but your fundraising platform and CRM operate in silos that require constant manual syncing, so audit reports take days to prepare — connecting these apps means every interaction and profile update flows effortlessly into your records.
📊
Campaign Coordinators
During peak fundraising seasons your campaign generates hundreds of sign-ups daily, and your staff cannot keep up with copying supporter details into your database, so leads fall through the cracks — automating both apps means high-volume donor registration is handled instantly without manual data entry.
🤝
Sales Development Reps
You depend on incoming donor sign-ups to initiate partnership conversations, but you find out about new leads hours after they register because handoffs happen via email, so potential sponsors wait too long for a response — this integration means every new supporter profile appears in your CRM workspace the second they submit.
🗂️
Operations Managers
You need a reliable audit history of every financial transaction and supporter record, but manual copy-pasting leaves frequent gaps and duplicate entries in your database, compromising data integrity — automating both apps means your database maintains a pristine, complete history of every donation and contact.
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Why choose Integrately to automate Zoho CRM + Raisely

Build and manage your Zoho 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 Zoho 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Raisely to Zoho CRM?
Frequently Asked Questions
You can connect Raisely to Zoho CRM in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation. It links your fundraising platform with apps like Slack, Mailchimp, and Google Sheets instantly.
Can I automatically sync new donations from Raisely to Zoho CRM contacts?
Frequently Asked Questions
Can I connect Raisely, Zoho CRM, and Mailchimp?
Frequently Asked Questions
What is a good Zapier alternative for Raisely and Zoho CRM?
Frequently Asked Questions
How does Raisely handle custom donor fields during integration?
Frequently Asked Questions
Can Zoho CRM update when Raisely subscriptions change?
Frequently Asked Questions
Do I need coding skills to automate Raisely and Zoho CRM?
Frequently Asked Questions
Is the Raisely and Zoho CRM integration free?
Frequently Asked Questions
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