Building a relationship with donors is an extremely important thing. Using Zapier to connect Donately and Upcall together, donation information can be sent over to Upcall 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 this Donately-Upcall integration works
- A donor makes a donation to your Donately account
- Zapier adds that donor to Upcall as a contact
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Triggers when a new Donation is made to your Donately Account.
Update an existing Contact. For example, you can update the fields (name, email, etc.) or the status (stop calling, etc.).
Triggers when a new Campaign is created in your Donately Account.
Add a Contact to a campaign and call it.
Triggers when a new Fundraiser is created in your Donately Account.
Triggers when a new call has been made.
Triggers when new answers were collected during a call (appointment date, survey questions, lead details, etc).