Donately + Microsoft Dynamics 365 CRM
Find or create Microsoft Dynamics 365 CRM leads for new Donately donations
This integration tries to find existing leads in Microsoft Dynamics 365 CRM from new Donately donations. If existing leads are not found, this integration also creates leads in the same process. This will help keep your CRM updated from all fundraising activity in Donately, giving your organization a single source-of-truth.
This integration tries to find existing leads in Microsoft Dynamics 365 CRM from new Donately donations. If existing leads are not found, this integration also creates leads in the same process. This will help keep your CRM updated from all fundraising activity in Donately, giving your organization a single source-of-truth.
- When this happens!New Donation
Triggers when a new donation is created in your Donately account.
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List Campaigns
Lists the campaigns for your Donately account, defaults to the most recently created
Try ItList Donations
Lists the donations for your Donately account, defaults to the most recent 20 donations.
Try ItList Fundraisers
Lists the fundraisers for your Donately account, defaults to the most recently created
Try ItStatus
Limit
Try It
