Clientify + Donately Integration
Integrate Clientify to Donately in one click, or tell Integrately AI how you want each donation handled. Record donor details, create deals, assign follow-up tasks, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Contact is updated in Clientify- Contact is created in Clientify
- Deal stage is updated in Clientify
- Deal is created in Clientify
- Task is created in Clientify
- Company is created in Clientify
Donation is created in Donately- Fundraiser is created in Donately
- Campaign is created in Donately
2.
- Create contact in Clientify
- Search contact in Clientify
- Search user in Clientify
- Create deal in Clientify
- Update deal in Clientify
- Get deal in Clientify
- Close deal in Clientify
- Create task in Clientify
- Create order in Clientify
- Get company in Clientify
- Create abandoned cart in Clientify
- Search product in Clientify
- Delete product in Clientify
- Create product in Clientify
- Search deal in Clientify
- Get donation by ID in Donately
- Get fundraiser by ID in Donately
Trusted by experts at...
Ready Workflows for Clientify + Donately Integration
Record new donations, create contacts, track deals, assign follow-up tasks, and update your pipeline, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Clientify + Donately flow
Capture donor details, notify your team across channels, update spreadsheets, and trigger automated email sequences. Pick a combination and activate it in one click.
+
Mailchimp (4)
Mailchimp (4) +
Typeform (3)
Typeform (3) +
Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) +
Google Sheets (3)
Google Sheets (3) +
Zoom (3)
Zoom (3) D
M
C
When a new donation is created in Donately, add the subscriber to Mailchimp and create a contact in Clientify
Every Donately donation adds a subscriber to Mailchimp and creates a contact in Clientify instantly, eliminating manual list building.
D
M
C
When a fundraiser is created in Donately, update Mailchimp subscribers and create a deal in Clientify
New fundraisers in Donately update your Mailchimp audience and create a deal in Clientify so campaigns are tracked everywhere.
D
M
C
When a campaign is created in Donately, add a Mailchimp tag and create a Clientify task for follow-up
New Donately campaigns tag your Mailchimp contacts and open a follow-up task in Clientify without manual scheduling.
D
C
M
C
Use ChatGPT to segment Donately donors, update Mailchimp, and create a Clientify contact
ChatGPT analyses Donately donations, segments Mailchimp subscribers, and creates an enriched contact in Clientify.
Supported triggers and actions for Clientify and Donately
Mix and match to build the exact automation you need
Clientify Triggers & Actions
Donately Triggers & Actions
What can you automate with Clientify + Donately?
Connect Donately and Clientify to synchronize donor data, streamline pipeline management, and eliminate manual administration.
🎯
Sync every new donation straight to your CRM
Capture every contribution made in Donately and automatically create a corresponding contact and deal in Clientify. Your sales and fundraising teams get instant visibility into incoming support without lifting a finger.
📝
Capture every submitted donor detail and campaign field
Map all available Donately form answers, campaign names, and custom fields directly into Clientify records. Your CRM maintains a complete profile of every supporter for targeted outreach.
🔔
Alert your team the moment a gift arrives
Trigger instant notifications in Slack or via email whenever a new donation or fundraiser is created in Donately. Your staff can coordinate personalized thank-you calls immediately.
🔀
Route records based on contribution amounts
Set up conditional rules that assign high-value donations to senior account managers in Clientify while routing standard gifts to automated nurturing sequences. Every contribution gets the exact attention it requires.
🔄
Keep your pipeline updated as deals progress
Automatically update deal stages in Clientify whenever corresponding campaign milestones or fundraising targets are achieved in Donately. Your pipeline always reflects reality.
🔍
Search and update instead of creating duplicates
Check existing Clientify records before creating new contacts or deals, updating current profiles when returning donors contribute again. Your database remains clean and free of duplicate entries.
⚡
Handle later status changes and payment events
Manage campaign updates, refunded transactions, and completed fundraising goals by automatically adjusting deal statuses in Clientify. Your operational records track the complete lifecycle.
🔗
Extend your workflow to team communication apps
Connect your Donately and Clientify core flow with Slack to broadcast important milestone achievements across departments. Every team stays aligned around your fundraising goals.
And much more...
Who is Clientify + Donately integration for?
Non-profit directors, fundraising managers, and sales teams use this integration to eliminate manual data entry and keep donor and prospect records perfectly aligned.
Fundraising Directors
Donor Relations Managers
Non-Profit Operations Leads
Campaign Coordinators
Sales Development Reps
Finance Administrators
📈
Fundraising Directors
You review contribution metrics and donor trends every week, but your CRM records only update when someone exports files by hand, so the numbers you're analyzing are always outdated — automating both apps means every new donation lands in your CRM instantly and your reporting stays current.
⚡
Donor Relations Managers
You need to acknowledge major gifts immediately, but you find out about contributions hours later after checking multiple systems, so VIP donors experience delayed follow-up — connecting these apps means every gift triggers an instant notification so your team can reach out right away.
📋
Non-Profit Operations Leads
You answer to executive boards who demand accurate pipeline tracking, but copying donation data between platforms leads to constant discrepancies, so status reviews take hours — with this integration, every contribution updates your records automatically and audit trails remain flawless.
🔄
Campaign Coordinators
You launch multiple fundraising initiatives simultaneously while handling high transaction volumes, but manual data entry causes backlogs that stall your outreach, so supporters slip through the cracks — automating both apps means campaign data flows into your workflows without human bottlenecks.
🤝
Sales Development Reps
You depend on inbound leads and contributions being handed off cleanly from fundraising campaigns, but delayed handoffs leave prospects waiting days for an introductory call, so conversion rates drop — this integration means every new donor profile appears in your CRM the moment the gift is made.
🗂️
Finance Administrators
You need a complete and reliable history of every financial transaction for reconciliation, but manual record-keeping leaves persistent gaps in your database, so auditing takes days — connecting these apps means every transaction creates an accurate order record with zero omissions.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Clientify + Donately
Build and manage your Clientify + Donately automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clientify + Donately with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Clientify + Donately Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Clientify + Donately Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Clientify to Donately?
You can connect Clientify to Donately instantly using 1-click ready workflows on Integrately or by asking Integrately AI to build your custom automation. It takes seconds to link your accounts and sync data across Mailchimp, Slack, Google Sheets, and 1,500+ other apps.
Can I automatically create a Clientify contact when a new donation is created in Donately?
Can I connect Clientify, Donately, and Slack?
What is a good Zapier alternative for Clientify and Donately?
How does Clientify handle contact creation from Donately records?
Can I track Donately campaigns and fundraisers inside Clientify?
Do I need coding skills to automate Clientify and Donately?
Is the Clientify and Donately integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect Clientify or Donately With 1500+ Other Apps
Popular Clientify Integrations
Connect Clientify to CRMs, marketing platforms, and support tools to manage communications and follow-up pipelines.
See All
Clientify Integrations
Clientify Integrations
No popular apps found
Popular Donately Integrations
Sync Donately with accounting, reporting, and database tools to track contributions and manage fundraising metrics.
See All
Donately Integrations
Donately Integrations
No popular apps found
