Insightly integration

CRM platform to help grow your relationships and accelerate donations

Insightly is a CRM and project management app that helps small to medium nonprofits manage donors, track relationships, monitor donations, organize projects and more across all devices.

Insightly integration features

  • Create contacts from all donors
  • Update donor records with each donation
  • Create opportunities based on new donations and track followups

Insightly & Donately Zapier templates

Insightly screenshots

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