Copper + Raisely Integration

Integrate Copper to Raisely in one click, or tell Integrately AI how you want each donation handled. Capture donor details, update your CRM records, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Copper
    Lead is created in Copper Instant
  • Copper
    Lead is changed in Copper Instant
  • Copper
    Person is created in Copper Instant
  • Copper
    Person is updated in Copper Instant
  • Copper
    Opportunity is updated in Copper Instant
  • Copper
    Opportunity is created in Copper Instant
  • Copper
    Activity is created in Copper Instant
  • Copper
    Company is updated in Copper Instant
  • Copper
    Company is created in Copper Instant
  • Copper
    Task is created in Copper Instant
  • Copper
    Task is updated in Copper Instant
  • Copper
    Project is created in Copper Instant
  • Copper
    Project is updated in Copper Instant
  • Raisely
    New campaign is created in Raisely
  • Raisely
    Donation is created in Raisely Instant
  • Raisely
    New interactions is created in Raisely
  • Raisely
    Person is created in Raisely Instant
  • Raisely
    Profile is created in Raisely Instant
  • Raisely
    Subscription is created in Raisely Instant
  • Raisely
    Subscription is succeeded in Raisely Instant
  • Raisely
    Subscription is resumed in Raisely Instant
  • Raisely
    Donation is refunded in Raisely Instant
  • Raisely
    Post is created in Raisely Instant
  • Raisely
    Subscription is failed in Raisely Instant
  • Raisely
    Subscription is rebilled in Raisely Instant
  • Raisely
    Subscription is paused in Raisely Instant
  • Raisely
    Subscription is updated in Raisely Instant
  • Raisely
    Subscription is deleted in Raisely Instant
  • Raisely
    Subscription is cancelled in Raisely Instant
  • Raisely
    Post is updated in Raisely Instant
  • Raisely
    Post is deleted in Raisely Instant
Arrow Right
2.
  • Copper
    Get task by id in Copper
  • Copper
    Update task in Copper
  • Copper
    Create lead in Copper
  • Copper
    Update lead in Copper
  • Copper
    Search lead in Copper
  • Copper
    Create person in Copper
  • Copper
    Update person in Copper
  • Copper
    Search person in Copper
  • Copper
    Create activity in Copper
  • Copper
    Create task in Copper
  • Copper
    Search opportunity in Copper
  • Copper
    Create opportunity in Copper
  • Copper
    Update opportunity in Copper
  • Copper
    Search company in Copper
  • Copper
    Create company in Copper
  • Copper
    Update company in Copper
  • Copper
    Create project in Copper
  • Copper
    Update project in Copper
  • Copper
    Search project in Copper
  • Copper
    Search task in Copper
  • Raisely
    Create person in Raisely
  • Raisely
    Search person in Raisely
  • Raisely
    Update person in Raisely
  • Raisely
    Add tag in Raisely
  • Raisely
    Create offline donation in Raisely
  • Raisely
    Add interaction in Raisely
  • Raisely
    Search tag in Raisely

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Ready Workflows Ready Workflows for Copper + Raisely Integration

Create leads from donations, update constituent profiles, sync contact details, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Copper + Raisely Integration

Create Raisely person for new Copper person

If you're using Copper to manage your sales leads, it's important to also use Raisely to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Copper, a corresponding person will automatically be created in Raisely.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Raisely + Copper Integration

Create Copper person for new Raisely person

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Copper person and Raisely person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Raisely + Copper Integration

Create Copper task for new Raisely person

Copper and Raisely are two powerful cloud-based tools that can be used to improve business productivity. Using this Copper - Raisely integration, you can automatically create task in Copper whenever a new person is created in Raisely.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Copper + Raisely flow

Sales and fundraising teams often need to sync donor data to marketing lists, notify staff, and track offline payments once a campaign runs. Pick a combination and activate it in one click.

Copper
Raisely
+
MailchimpMailchimp (6)
+
SlackSlack (6)
+
StripeStripe (6)
+
TypeformTypeform (6)
+
AsanaAsana (6)
+
Google SheetsGoogle Sheets (6)
R
C
M
Add every new Raisely donation as a lead in Copper, and subscribe the donor in Mailchimp.
New Raisely donations appear in Copper as leads instantly and the donor is added to your Mailchimp audience, so marketing and sales stay perfectly aligned.
R
C
M
When a person is created in Raisely, search for them in Copper and update their subscriber status in Mailchimp.
Supporter profile creation in Raisely updates your Copper database and keeps your Mailchimp list current without manual list management.
R
C
M
When a subscription is created in Raisely, update the opportunity in Copper and tag the subscriber in Mailchimp.
Recurring donations in Raisely update your Copper sales pipeline and tag contacts in Mailchimp for targeted donor communication.
C
R
M
When a lead is created in Copper, create a corresponding person profile in Raisely and add them to Mailchimp.
New sales leads in Copper automatically generate supporter profiles in Raisely and subscriber entries in Mailchimp.
C
R
M
When an opportunity is updated in Copper, create an offline donation in Raisely and update the Mailchimp record.
Closed opportunities in Copper log offline donations in Raisely and synchronize subscriber data in Mailchimp.
R
C
C
M
Use ChatGPT to summarise Raisely donation notes, create a Copper lead, and update Mailchimp.
ChatGPT extracts key insights from Raisely donation notes, creates an enriched Copper lead, and updates Mailchimp subscribers.

Supported triggers and actions for Copper and Raisely

Mix and match to build the exact automation you need

Copper
Copper Triggers & Actions
Instant
Lead is created in Copper
Triggers the automation when a new lead is created
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Instant
Lead is changed in Copper
Triggers the automation when a lead is updated
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Instant
Person is created in Copper
Triggers the automation when a new person is created
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Instant
Person is updated in Copper
Triggers the automation when a person's details are changed
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Instant
Opportunity is updated in Copper
Triggers the automation when any opportunity is updated
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Instant
Opportunity is created in Copper
Triggers the automation when any opportunity is updated
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Instant
Activity is created in Copper
Triggers the automation when a new activity is created
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Instant
Company is updated in Copper
Triggers the automation when the company's profile is updated
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Instant
Company is created in Copper
Triggers the automation when a new company is created
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Instant
Task is created in Copper
Triggers the automation when a new task is created
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Instant
Task is updated in Copper
Triggers the automation when any task is modified
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Instant
Project is created in Copper
Triggers the automation when a new project is created
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Instant
Project is updated in Copper
Triggers the automation when any project is changed
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Get task by id in Copper
Retrieves a specific task
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Update task in Copper
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Create lead in Copper
Generates new leads for potential customers
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Update lead in Copper
Updates the lead information
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Search lead in Copper
Retrieves information for a particular lead
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Create person in Copper
Generates a new person
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Update person in Copper
Updates the information of a person
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Search person in Copper
Retrieves information about a person
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Create activity in Copper
Generates a new activity or task
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Create task in Copper
Creates a new task
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Search opportunity in Copper
Searches for a opportunity
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Create opportunity in Copper
Creates a new instance of the support system
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Update opportunity in Copper
Updates the opportunity details as needed
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Search company in Copper
Finds information about a company
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Create company in Copper
Generates a new company profile with given details
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Update company in Copper
Updates company information
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Create project in Copper
Creates a new project
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Update project in Copper
Updates project information
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Search project in Copper
Searches for a project
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Search task in Copper
Try it โ†’
Raisely
Raisely Triggers & Actions
New campaign is created in Raisely
Triggers the automation when a new campaign is created
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Instant
Donation is created in Raisely
Triggers the automation when donation is made
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New interactions is created in Raisely
Triggers the automation when a new interaction is created
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Instant
Person is created in Raisely
Triggers the automation when a new person is created
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Instant
Profile is created in Raisely
Triggers the automation when a new profile is created
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Instant
Subscription is created in Raisely
Triggers the automation when a person is subscribed
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Instant
Subscription is succeeded in Raisely
Triggers the automation when subscription is succeeded
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Instant
Subscription is resumed in Raisely
Triggers the automation when subscription is resumed
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Instant
Donation is refunded in Raisely
Triggers the automation when donation is refunded
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Instant
Post is created in Raisely
Triggers the automation when post is created
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Instant
Subscription is failed in Raisely
Triggers the automation when subscription is fails
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Instant
Subscription is rebilled in Raisely
Triggers the automation when subscription is rebilled
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Instant
Subscription is paused in Raisely
Triggers the automation when subscription is paused
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Instant
Subscription is updated in Raisely
Triggers the automation when subscription is updated
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Instant
Subscription is deleted in Raisely
Triggers the automation when subscription is deleted
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Instant
Subscription is cancelled in Raisely
Triggers the automation when subscription is cancelled
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Instant
Post is updated in Raisely
Triggers the automation when post is updated
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Instant
Post is deleted in Raisely
Triggers the automation when post is deleted
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Create person in Raisely
Generates a new person
Try it โ†’
Search person in Raisely
Retrieves information about a person
Try it โ†’
Update person in Raisely
Updates the information of a person
Try it โ†’
Add tag in Raisely
Assigns tags to particular items
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Create offline donation in Raisely
Logs a new offline donation
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Add interaction in Raisely
Adds an interaction
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Search tag in Raisely
Searches for a tag
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What can you automate with Copper + Raisely?

Streamline your non-profit fundraising operations by syncing donor data, automating CRM records, and eliminating manual entry across your campaigns.

What you can automate?
๐Ÿงพ
Create Copper leads from Raisely donations automatically
Turn every online donation into a tracked CRM lead the moment it happens. Your sales and fundraising teams see new financial supporters without manual exports.
๐Ÿ“‹
Capture complete donor profiles and campaign details
Map all submitted custom fields, donation amounts, and campaign names straight into your CRM. Your team gets full context on every supporter without digging through multiple systems.
๐Ÿ””
Alert your team instantly when major gifts arrive
Send immediate notifications to your fundraising staff whenever a significant donation or new campaign interaction is recorded. Ensure high-value supporters receive prompt attention.
๐Ÿ”€
Route donations based on campaign or tier
Apply different follow-up sequences or assign specific account owners in your CRM depending on the campaign tier or donation amount submitted by the supporter.
๐Ÿ”„
Keep contact information synchronised across platforms
Automatically update existing CRM records whenever a supporter modifies their profile details or contact information in your fundraising portal.
๐Ÿ”
Prevent duplicate profiles with smart matching
Search for existing records before creating new entries, updating current contacts with recent donation activity instead of cluttering your CRM with duplicates.
โณ
Manage subscription updates and refunded donations
Automatically update CRM opportunities or tasks when recurring supporter subscriptions succeed, fail, pause, or when a donation is refunded.
โœ‰๏ธ
Send campaign supporter data to Mailchimp
Automatically add new Raisely donors to targeted Mailchimp mailing lists while simultaneously logging their contributions and contact details in Copper.
And much more...

Who is Copper + Raisely integration for?

Non-profit managers, fundraising leads, and sales teams rely on this integration to keep donor data and pipeline records perfectly aligned without manual entry.

Fundraising directors
Fundraising directors
Major gift officers
Major gift officers
Agency partners
Agency partners
Donor relations managers
Donor relations managers
Membership coordinators
Membership coordinators
Finance operations leads
Finance operations leads
๐Ÿ“Š
Fundraising directors
You're reviewing campaign reports while your team manually exports donor lists from your fundraising platform into your CRM, so the revenue numbers you base your strategy on are always a few hours behind โ€” with this integration, every new donation updates your pipeline instantly and your totals stay current.
โšก
Major gift officers
You need to reach out to high-value donors immediately after they give, but you only discover new contributions when checking your platform at the end of the day โ€” with this integration, every donation creates a CRM task right away and your outreach happens on time.
๐Ÿ“‹
Agency partners
You manage fundraising campaigns for non-profit clients who expect up-to-the-minute pipeline visibility, but reconciling records across different systems takes hours every week โ€” this integration means every campaign interaction flows straight into the CRM automatically.
๐Ÿ“ฅ
Donor relations managers
You're handling hundreds of campaign sign-ups and contributions during peak fundraising season, and manual data entry leads to missing records and delayed thank-you notes โ€” automating both apps means every contributor is logged instantly as a lead or person.
๐Ÿ”„
Membership coordinators
You wait for the fundraising team to notify you about new supporters before you can initiate onboarding workflows, causing frustrating bottlenecks in your supporter journey โ€” with this integration, every new person created in Raisely triggers your CRM pipeline actions without delay.
๐Ÿ—‚๏ธ
Finance operations leads
You need a complete, unfragmented history of every financial contribution matched against CRM accounts, but manual syncing constantly leaves missing entries and mismatched profiles โ€” this integration means every transaction maps cleanly to the right record every time.
Our team

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Why choose Integrately to automate Copper + Raisely

Build and manage your Copper + Raisely automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Copper + Raisely with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
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
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?

How Integrately Works?

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2
Connect Accounts
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Frequently Asked Questions

How do I connect Copper to Raisely?
Frequently Asked Questions
You can connect Copper to Raisely instantly using ready-made flows or ask Integrately AI to build the automation and map the fields. Pick a template, connect your accounts, and start syncing data across apps like Mailchimp, Slack, and Google Sheets in one click.
Can I automatically sync Raisely donations to Copper leads?
Frequently Asked Questions
Can I connect Copper, Raisely, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Copper and Raisely?
Frequently Asked Questions
How do opportunity updates in Copper work with Raisely data?
Frequently Asked Questions
Can Raisely campaign triggers update existing Copper records?
Frequently Asked Questions
How do I automate my non-profit workflows without coding?
Frequently Asked Questions
Is the Copper and Raisely integration free?
Frequently Asked Questions
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You Can Also Connect Copper or Raisely With 1500+ Other Apps

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