Tarification

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.

Resultat:

Save significant time on administrative tasks and improve the accuracy of your donor data.

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.

Les principaux impacts négatifs :

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.

AVANT / APRÈS

Ce qui change avec 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

ÉTAPE 1 : Create your Swiftask agent

Configure an agent dedicated to data synchronization from the intuitive Swiftask interface.

ÉTAPE 2 : Connect your Donately account

Use the secure integration to connect Donately and authorize read access to donation data.

ÉTAPE 3 : Map data to your CRM

Define which Donately fields should correspond to your CRM fields (name, email, amount, date).

ÉTAPE 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.

Connecteur cible : L'agent exécute les bonnes actions dans donately selon le contexte de l'événement.
Actions automatisées : Automatic contact creation. Update cumulative donation totals. Attribute donations to CRM campaigns. Automatically trigger thank-you emails via the CRM.
Gouvernance native : All synchronizations are tracked in Swiftask, ensuring reliable financial reconciliation.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-donately@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.

À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.

Why choose Swiftask for your CRM

1. Data updated 24/7

Your team has immediate visibility into new donations without waiting.

2. Total accuracy

Eliminate manual data entry errors with reliable automated processes.

3. Enhanced donor experience

Engage donors instantly with CRM workflows triggered in real time.

4. No-code flexibility

Adjust synchronization rules in a few clicks without technical help.

5. Simplified compliance

Keep a log of every transaction for your accounting and audit requirements.

Security and data integrity

Swiftask applique des standards de sécurité enterprise pour vos automatisations donately.

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.

Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.

RÉSULTATS

The operational impact of automation

Métrique	Avant	Après
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

Passez à l'action avec donately

Save significant time on administrative tasks and improve the accuracy of your donor data.

Générez vos rapports de performance Donately automatiquement par IA

Cas d'usage suivant.