Integrating your CRM

Our CRM integrations generally support the following features:

• Shortcuts provided within the CRM to create and manage plans for a contact.
• Events are added to notes or the timeline when the plan starts, when tasks are completed, and when the status of the plan changes.
• Syncs form task fields to properties on the CRM record.
• Uploads photos or documents to the CRM record.

Note: Not all features are available for all CRMs.

When new plans are created, we'll automatically match the invited participant to a record in your CRM.

Getting started

To get started, follow the guide for the CRM you want to connect. You'll also find details there of the features supported by your CRM.