Skip to content
Chariform
← Help centre

Connecting a CRM

Connect your CRM

Connect Beacon and choose what each form syncs.

Submissions are always stored in Chariform first, then synced to your CRM, so nothing is lost if a sync needs retrying. Beacon is supported today, with more CRMs on the way.

  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.