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Connecting a CRM

Connect your CRM

Connect Beacon and choose what each form syncs.

Chariform stores each submission before attempting the CRM sync. If a sync fails, the response remains in the submissions list and can be retried. Beacon is supported today.

  1. Go to Integrations and connect your CRM with its API key and account details.
  2. Open a form and go to its CRM mapping.
  3. Add one or more records to create on each submission, choosing the connection and record type.

You can sync to several record types at once, for example a person and a membership, in a single submission.