EngageBay CRM + Donately Integration

You're reviewing campaign reports every week but your CRM only updates when someone manually exports donor data, so the totals you're presenting to stakeholders are always a few hours behind — this integration means every new donation lands in your CRM instantly and your metrics stay current.

You need to acknowledge major contributors fast, but you find out about new gifts too late because donation records sit unreviewed in your platform — with this integration, every gift creates a contact immediately and your outreach happens right away.

You answer to trustees who want to see live fundraising progress, but staff spend hours compiling records across separate systems — automating both apps means your reports update automatically and everyone stays aligned on campaign milestones.

The volume of incoming gifts during active fundraising drives is too high for anyone to keep up by hand, leading to missed contacts and forgotten follow-ups — connecting these apps means every submission is processed without manual intervention.

You own the relationship handoff after a donation is made, but you depend on fundraising staff to manually forward contributor details — this integration means contact records appear in your pipeline the moment the gift is completed.

You need a reliable history of every financial contribution, but manual entry keeps introducing gaps and mismatched contact records — automating both apps means your database maintains a complete and accurate audit trail.