What you get
Built for marketers who want to ship, not configure.
- ✓Bidirectional sync: donors, custom fields, segments, opt-out status — both ways.
- ✓Replies attach to the donor record as activities, not orphan rows.
- ✓Gifts from Treply's normalized donation events flow back into your CRM as donations or opportunities.
- ✓Field mapping is a UI, not a JSON file. Map once, sync forever.
- ✓Trigger campaigns from CRM events: pledge made, recurring lapsed, segment changed.
- ✓Per-staff number support so program officers see SMS in the same donor record they own.
- ✓OAuth setup in 4 clicks for NPSP, HubSpot, and Dynamics. Bloomerang + Raiser's Edge use API key.
The numbers
<60s
CRM-to-Treply donor sync latency
6
Donor CRMs supported out of the box
100%
Replies logged as activities on the donor record
Capabilities
Everything in the box.
Salesforce NPSP
Native package, NPSP-aware. Map any field on Contact, Account, Opportunity. Sync households, log replies as Tasks against the donor.
Bloomerang
Constituents in, gifts out, replies as interactions. Segment refresh on every constituent edit.
Raiser's Edge NXT
Two-way sync with Constituent + Gift records. Custom fields supported; pledge and recurring data flows correctly.
DonorPerfect
Standard API integration. Contact + gift sync, custom field mapping, segment refresh.
HubSpot
Contacts in, donors out, replies as engagements. Trigger sequences from any HubSpot workflow including pledge milestones.
Microsoft Dynamics 365
Bidirectional contact + donation sync. Power Automate hooks for custom NP workflows.