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Integrations Overview

Connect to an array of applications and services using native API integrations and third-party connectors.

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offers built-in integrations to connect with your organization’s CRM and marketing tools. Manage these through the Dashboard Settings under Integrations found in the side menu after selecting Settings.

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Adding an Integration

To add an integration, click Add integration in your Dashboard and select the desired tool.

Note

One-way Sync: syncs data outbound to connected apps; it does not sync inbound.

Multiple integrations with supported platforms can be established (excluding DonorPerfect, Double the Donation, Virtuous basic integration, and Zapier) allowing for both a test and main instance.

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General Settings

Integrations include options to decide which records sync and how they are formatted and deduplicated.

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Syncing Test Mode Transactions

You can choose to sync test transactions to connected apps when in test mode, allowing configuration of mapping rules. By default, syncing test data is disabled when settings are enabled.

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Syncing Subaccounts

If using subaccounts, data can sync from a primary account to its subaccounts, aiding in tracking and reporting.

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Customizable Record Names

Where supported, customize record naming for givetly-created records, like those in Salesforce.

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App-Specific Settings

app integrations come with specific settings for customization, such as configuring subscription types in HubSpot or mapping statuses in Salesforce.

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Mapping Rules

Define how data is mapped to connected services’ data objects, leveraging the app’s API flexibility.

Examples:

  • Supporter Email mapped to Contact Email.
  • Campaign ID mapped to Opportunity Order Number.

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Special Rules

allows for IF/THEN conditions to link properties in integrations, with the latest rule taking precedence.

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Sync Settings

Manage sync behaviors, with default settings preventing auto-sync until integrations are configured. Enable automatic or manual syncs, focused or wholesale.

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Automatic Sync

This option is off by default to allow time for configuration before record synchronization.

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Manual Sync

Manually sync records if you prefer not using automatic sync, or need to re-sync.

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Sync Previous Records

While manually syncing, specify record types (unsynced live, all live, or all test donations).

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Sync Period

Define a date range to target specific records during manual sync.

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Disconnecting

Disconnect integrations at any time via settings, preserving configurations if reconnected with the same credentials.

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Built-in Integrations

Marketing & Analytics

Sync conversion data to tools such as:

Explore More Google Integrations: Use givetly’s API for integrations with Google Ads, Analytics, and Tag Manager. Explore the docs →

Automation

Connect to other services using:

Donation Matching

Automate donation matching with:

CRM

Push data to your CRM with mapping rules:

  • HubSpot
  • …more CRMs listed above

JavaScript

Leverage JavaScript API for custom integrations:

Payments

Enable various payment methods at checkout:

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Connection Best Practices

Use OAuth for most connections and dedicated service accounts to limit permission scopes. When using API keys, ensure they are dedicated for integrations.

Looking for more? Dashboard • Integrations

JavaScript API