Donately
When this happens...
DonatelyNew Donation (Old)
Then do this...
InsightlyCreate 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

  1. A donor makes a donation to your Donately account
  2. Zapier adds that donor to Insightly CRM as a contact

What You Need

  • Donately account
  • Insightly account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Donately + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Donation

Triggers when a new Donation is made to your Donately Account.

Create Contact

Create a new contact in your Insightly account.

New Campaign

Triggers when a new Campaign is created in your Donately Account.

Create Task

Create a new task in your Insightly account.

New Fundraiser

Triggers when a new Fundraiser is created in your Donately Account.

Create Note

Create a new note in your Insightly account.

New Contact

A new contact was created in your Insightly account.

Create Project

Creates a new project in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Opportunity

Create a new opportunity in your Insightly account.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,400+ others.

Become a Zapier Integration Partner

Donately makes online donations dead simple and provides a space for non-profits to manage their donors and online giving activity with ease.

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

See Insightly Integrations