Raisely + Streak Integration

Integrate Raisely to Streak in one click, or tell Integrately AI how you want each donation handled. Track new supporters, create pipeline boxes, log contributions, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Streak
    Contact is created in Streak Instant
  • Streak
    Contact is updated in Streak Instant
  • Streak
    Box is created in Streak Instant
  • Streak
    Box stage is changed in Streak Instant
  • Streak
    Box is updated in Streak Instant
  • Streak
    Box is moved between pipelines in Streak Instant
  • Streak
    Meeting note or call log is created in Streak Instant
  • Streak
    Task is created in Streak Instant
  • Streak
    Task is due in Streak Instant
  • Streak
    Task is completed in Streak Instant
  • Streak
    Organization is created in Streak Instant
  • Streak
    Organization is updated in Streak Instant
  • Streak
    Comment is added to box in Streak Instant
Arrow Right
2.
  • 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
  • Streak
    Add contact in Streak
  • Streak
    Update contact in Streak
  • Streak
    Search contact in Streak
  • Streak
    Create task in Streak
  • Streak
    Update task in Streak
  • Streak
    Create box in Streak
  • Streak
    Update box in Streak
  • Streak
    Search box in Streak
  • Streak
    Create meeting/call log in Streak
  • Streak
    Add contact to box in Streak
  • Streak
    Retrieve file by file key in Streak
  • Streak
    Link boxes in Streak
  • Streak
    Retrieve full thread by key in Streak
  • Streak
    Search organization in Streak
  • Streak
    Create comment in Streak

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Ready Workflows Ready Workflows for Raisely + Streak Integration

Capture donations, organise supporter records, keep pipeline boxes updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Streak + Raisely Integration

Create Raisely person for new Streak contact

If you're using Streak 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 contact is created in Streak, 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 + Streak Integration

Create Streak contact 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 Streak contact 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 + Streak Integration

Create Streak task for new Raisely person

Streak and Raisely are two powerful cloud-based tools that can be used to improve business productivity. Using this Streak - Raisely integration, you can automatically create task in Streak 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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  • 1of1
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 Raisely + Streak flow

Users often connect email campaigns, team chat, spreadsheets, and payment processors once their core pipeline is running. Pick a combination and activate it in one click.

Raisely
Streak
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
+
TypeformTypeform (3)
+
AsanaAsana (3)
R
M
S
Add every new Raisely donor to your Mailchimp audience, and create a tracking box in Streak
New Raisely donors appear in Mailchimp instantly while Streak sets up a pipeline box, keeping your email lists and sales process aligned.
R
M
S
When a Raisely person is created, add them to Mailchimp and update their contact record in Streak
Every new Raisely person populates your Mailchimp audience and updates your Streak CRM contact without manual data entry.
R
C
M
S
Use Claude to evaluate Raisely donor messages, add subscribers in Mailchimp, and create boxes in Streak
Claude assesses donor notes from Raisely before adding them to Mailchimp and organising them into Streak pipelines.

Supported triggers and actions for Raisely and Streak

Mix and match to build the exact automation you need

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
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Search person in Raisely
Retrieves information about a person
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Update person in Raisely
Updates the information of a person
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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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Streak
Streak Triggers & Actions
Instant
Contact is created in Streak
Triggers the automation when a new contact is created
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Instant
Contact is updated in Streak
Triggers the automation when a contact is updated
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Instant
Box is created in Streak
Triggers the automation when a Box is created
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Instant
Box stage is changed in Streak
Triggers the automation when a box stage is changed
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Instant
Box is updated in Streak
Triggers the automation when a Box is updated
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Instant
Box is moved between pipelines in Streak
Triggers the automation when a Box is moved between pipelines
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Instant
Meeting note or call log is created in Streak
Triggers the automation when a new meeting note or call log is added
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Instant
Task is created in Streak
Triggers the automation when a new task is created
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Instant
Task is due in Streak
Triggers the automation when a task remains due past the due date
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Instant
Task is completed in Streak
Triggers the automation when any task is completed
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Instant
Organization is created in Streak
Triggers the automation when a new organization is created
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Instant
Organization is updated in Streak
Triggers the automation when any organization's profile is modified
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Instant
Comment is added to box in Streak
Triggers the automation when a comment is made on a box
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Add contact in Streak
Adds a new contact to the address book
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Update contact in Streak
Updates contact information with new details
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Search contact in Streak
Finds and retrieves contact information
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Create task in Streak
Creates a new task
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Update task in Streak
Updates the task with new information or changes
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Create box in Streak
Generates a new box
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Update box in Streak
Updates a box
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Search box in Streak
Searches for a box
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Create meeting/call log in Streak
Logs a new meeting or call
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Add contact to box in Streak
Store newly added contacts in designated box
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Retrieve file by file key in Streak
Retrieves a file using its file key
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Link boxes in Streak
Links two or more boxes
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Retrieve full thread by key in Streak
Retrieves a full thread using its key
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Search organization in Streak
Finds and retrieves information about a organization
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Create comment in Streak
Generates a new comment
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What can you automate with Raisely + Streak?

Streamline your fundraising workflow by syncing campaign data, updating pipelines, and managing team tasks automatically.

What you can automate?
🔄
Sync every new donation to your sales pipeline
Automatically generate a tracking box in Streak whenever a donation is created in Raisely. Your team can manage supporter relationships without manual data entry.
📋
Capture every submitted donor field
Map custom supporter details and form answers directly into your pipeline fields instead of just names and emails. Your records remain comprehensive and ready for review.
🔔
Alert your team instantly on new contributions
Notify your finance or sales channel the moment a donation is processed or a new campaign is launched. Staff members can respond quickly to high-value supporters.
🔀
Route records based on contribution amounts
Trigger different actions depending on specific fields submitted in Raisely, such as creating high-priority boxes for major donations and standard boxes for recurring gifts.
🔄
Keep pipeline stages updated automatically
Update corresponding contact records and box stages across both platforms as supporters move through your engagement funnel. Data remains consistent everywhere.
🔍
Prevent duplicates with smart search and updates
Search existing contact records before creating new ones in Streak or Raisely. Your database stays clean without redundant entries cluttering your workspace.
⚠️
Handle refunds and subscription changes
Automatically update pipeline stages or flag records when a subscription fails or a donation is refunded in Raisely. Your administrative team stays fully informed.
✉️
Extend flows to popular marketing tools
Connect your core Raisely and Streak workflow with Mailchimp to trigger automated email campaigns and follow-ups based on new supporter activity.
And much more...

Who is Raisely + Streak integration for?

Connecting Raisely and Streak streamlines fundraising tracking and sales pipeline management for teams handling high supporter volumes.

Fundraising directors
Fundraising directors
Sales reps and account managers
Sales reps and account managers
Agency leads and consultants
Agency leads and consultants
Operations teams
Operations teams
Finance coordinators
Finance coordinators
Database administrators
Database administrators
📈
Fundraising directors
You rely on campaign metrics to report progress to stakeholders, but your CRM only updates when someone manually exports donor data, so the totals you review are always outdated — with this integration, every new donation lands in your pipeline instantly and your data stays current.
Sales reps and account managers
You need to follow up with major donors immediately after they contribute, but notification delays mean you find out hours later — with this integration, every new contribution creates a tracking box instantly and alerts your team right away.
🤝
Agency leads and consultants
You answer to non-profit clients who expect real-time visibility into campaign traction and pipeline growth, but manual reporting creates constant friction — this integration means every supporter interaction syncs automatically and clients see accurate progress without delay.
📊
Operations teams
You manage high volumes of incoming supporter submissions during major campaigns, and manual data transfer causes bottlenecks and missing records — automating both apps means every form submission and donation populates your pipeline error-free.
💼
Finance coordinators
You depend on upstream campaign teams to hand over accurate financial records and donor details, but manual handoffs lead to discrepancies in your ledgers — connecting these apps means every transaction transfers with complete accuracy.
🗂️
Database administrators
You need a reliable, unbroken history of every supporter touchpoint across campaigns, but manual logging leaves glaring gaps in your contact records — with this integration, every profile update and interaction is captured seamlessly from start to finish.
Our team

Ready Workflows 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 Raisely + Streak

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

1,500+ apps connected
1,500+ apps connected
Connect Raisely + Streak 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 — 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?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Raisely to Streak?
Frequently Asked Questions
You can connect Raisely to Streak in one click using pre-built workflows on Integrately, or use Integrately AI to design a custom automation. It links your fundraising platform and CRM instantly, letting you sync supporters and donations alongside Mailchimp, Slack, and Google Sheets without any coding.
Can I automatically create a Streak box when a new donation is made in Raisely?
Frequently Asked Questions
Can I connect Raisely, Streak, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Raisely and Streak?
Frequently Asked Questions
How does Raisely handle new supporter data in this integration?
Frequently Asked Questions
Can Streak pipeline updates trigger changes back in Raisely?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Raisely and Streak integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Raisely or Streak With 1500+ Other Apps

Raisely
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Streak
Popular Streak Integrations
Sync Streak with communication platforms, scheduling tools, and document managers to keep your sales pipeline moving efficiently.
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