Sync Donately donations to your CRM in real time
Swiftask automates the transfer of donation data from Donately to your CRM. Stop manual entry, keep your records perfectly updated.
Result:
Save significant time on administrative tasks and improve the accuracy of your donor data.
AI Agents
donately
Connector donately · Secure OAuth 2.0
Manual donation entry slows down your operations
Collecting donations via Donately is easy, but getting that data into your CRM is often a slow, manual, error-prone process. Your team spends hours exporting and importing CSVs instead of engaging with your donors.
Main negative impacts:
Fragmented data
Donation data remains siloed in Donately, preventing a unified view of your donors' engagement in your CRM.
Risk of human error
Manual entry significantly increases the risk of duplicates or mistakes in donor profiles and donation amounts.
Limited reactivity
Without real-time sync, follow-up communications (thank-yous, tax receipts) are delayed, impacting the donor experience.
Swiftask automates the data flow between Donately and your CRM. Every new donation instantly triggers the update or creation of the corresponding contact record.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
You manually export a list of donations from Donately at the end of the week. You clean the file, then import it into your CRM, fixing formatting errors. Your data is often 3-5 days behind.
With Swiftask + Donately
As soon as a donation is confirmed in Donately, Swiftask detects it and instantly updates your CRM. The donor profile is created or enriched, the amount is recorded, and your thank-you workflows trigger automatically.
Deploy your synchronization in 4 simple steps
1
STEP 1 : Create your Swiftask agent
Configure an agent dedicated to data synchronization from the intuitive Swiftask interface.
2
STEP 2 : Connect your Donately account
Use the secure integration to connect Donately and authorize read access to donation data.
3
STEP 3 : Map data to your CRM
Define which Donately fields should correspond to your CRM fields (name, email, amount, date).
4
STEP 4 : Activate the automated flow
Launch the automation. Swiftask processes every donation in real time, with zero manual intervention.
Intelligent synchronization capabilities
Swiftask analyzes the Donately data stream to identify new donors, update existing profiles, and categorize donations.
- Target connector: The agent performs the right actions in donately based on event context.
- Automated actions: Automatic contact creation. Update cumulative donation totals. Attribute donations to CRM campaigns. Automatically trigger thank-you emails via the CRM.
- Native governance: All synchronizations are tracked in Swiftask, ensuring reliable financial reconciliation.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-donately@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Why choose Swiftask for your CRM
Data updated 24/7
Your team has immediate visibility into new donations without waiting.
Total accuracy
Eliminate manual data entry errors with reliable automated processes.
Enhanced donor experience
Engage donors instantly with CRM workflows triggered in real time.
No-code flexibility
Adjust synchronization rules in a few clicks without technical help.
Simplified compliance
Keep a log of every transaction for your accounting and audit requirements.
Security and data integrity
Swiftask applies enterprise-grade security standards for your donately automations.
- Data encryption: Data transiting between Donately and your CRM is encrypted from end to end.
- Access management: Precisely control who can configure integrations within your organization.
- Action logging: Every sync is logged, facilitating auditing and fast troubleshooting.
- Guaranteed stability: Swiftask ensures high availability to guarantee no donations are lost during transfer.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
The operational impact of automation
| Metric | Before | After |
|---|---|---|
| Donation processing time | Several hours/week | Automated (0 min) |
| Data entry error rate | High (manual) | Zero |
| CRM update delay | Several days | Real time |
| CRM management cost | High (human time) | Reduced significantly |
Take action with donately
Save significant time on administrative tasks and improve the accuracy of your donor data.