Donately + Insightly Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Donately and Insightly, with as many as 36 possible integrations. Are you ready to find your productivity superpowers?
Save new Donately donor as an Insightly contact
Building a relationship with donors is an extremely important thing. Using Zapier to connect Donately and Insightly together, donation information can be sent over to Insightly and contacts can be created for you in real time. Spend more time getting to know your donors and less time worrying about manually entering their information into other apps.
How It Works
- A donor makes a donation to your Donately account
- Zapier adds that donor to Insightly CRM as a contact
What You Need
- Donately account
- Insightly account
It's easy to connect Donately + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new Donation is made to your Donately Account.
Create a new contact in your Insightly account.
Triggers when a new Campaign is created in your Donately Account.
Create a new task in your Insightly account.
Triggers when a new Fundraiser is created in your Donately Account.
Create a new note in your Insightly account.
A new contact was created in your Insightly account.
Creates a new project in your Insightly account.
A new task was created in your Insightly account.
Create a new opportunity in your Insightly account.
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