Rally Corp integrates directly with Virtuous CRM to help you sync donor data, trigger personalized messages, and streamline engagement.
Important: The Virtuous CRM integration is only available on Growth and Enterprise plans.
Step-by-Step Instructions
1. Sign into the Rally platform
Visit platform.rallycorp.com and sign in to access your account.
2. Go to the Apps Section
In the left-hand menu, click Admin → Apps (New).
3. Select the Virtuous Integration
Find the Virtuous tile in the Apps view. Click it to begin setup. A “Growth” badge will appear if your plan does not include this integration.
4. Authorize and Configure
Follow the prompts to enter your Virtuous API key or token.
What the Integration Does
Once connected:
Contacts are tagged with "Virtuous CRM" in the Rally platform.
Key custom fields are automatically updated, including:
Last Donation Amount
Total Donation Amount
Last Donation Date
Any other mapped fields
If you would like to include additional fields in the sync, simply contact us and we’ll add them on your behalf.
Need Assistance?
Email [email protected] or use the RallyBot chat from your dashboard.
Our team is available to help you complete the integration and optimize your setup.