How It Works
Donately's native integrations automatically sync donor and donation data to your external tools when events occur (e.g., a new donation is made). Each integration connects via OAuth and uses a default field mapping that can be customized.
Available Integrations
Salesforce
Full CRM sync — Contacts, Accounts, Opportunities. Supports household/single account models, campaign rules, record types, and custom field mapping.
HubSpot
Contacts and Deals. Configurable pipeline and deal stage mapping for donations and recurring gifts.
Virtuous
Full CRM sync — Constituents and Gifts. Supports custom field mapping and recurring gift tracking.
Mailchimp
Syncs donors as contacts to a selected Mailchimp audience list.
Constant Contact
Syncs donors as contacts to a selected Constant Contact list.
Slack
Sends real-time donation notifications to a selected Slack channel.
Upcoming Integrations
Raiser's Edge In Progress
Full CRM sync — Constituents and Gifts via the Blackbaud SKY API. Supports custom field mapping.
Sync Flow
When a donation is processed in Donately, the integration engine runs the following steps:
- Event triggered — A donation is created, updated, or refunded.
- Mapping applied — The default field mapping (plus any custom overrides) is used to transform Donately data into the target system's format.
- Record lookup — For CRM integrations (Salesforce, HubSpot), the system checks if the donor already exists by email or Donately ID.
- Upsert — The donor record is created or updated, then the donation record is created in the target system.
- Event logged — A sync event is recorded in Donately with success/failure status. Failed syncs can be retried from the dashboard.