CRM integrations
webCRM
Use webCRM history in briefings and save meeting minutes and briefings as activities.
Pipedrive
Sign in with Pipedrive and save meeting minutes as activities or deals.
Knack
Save meeting minutes and briefings in your own Knack app. Currently in beta.
ClubCore
Use member history in briefings and save meeting minutes and briefings as activities.
Build your own
Public API
Let your developers connect any system to Floral through the stable HTTP API.
MCP
Use Floral from Claude, ChatGPT, Cursor, or another AI client.
Request an integration
Is the system you use missing? Write to support@floral.so and tell us:- which system you want to connect,
- what you want Floral to read from it or send to it,
- how many people in your organization would use it.
Before you connect a CRM
1
Check your access
Only an organization administrator can set up, change, or disconnect a CRM connection. Ask an administrator if you cannot save the settings.
2
Find the CRM settings
In Floral, open Settings > CRM connections. You can also open Settings > Sources and choose the CRM-forbindelser tab. Select the CRM you want to connect.
3
Follow the guide for your CRM
Each guide lists what to prepare in your CRM before you start, such as an access key or the name of a field.
4
Test with one meeting
Approve the minutes from one known customer meeting and check that they arrive on the right company in your CRM before the whole team relies on the connection.
Connection status
The CRM settings page shows the status of each CRM:
Some CRM settings screens still show Danish labels when your account language is English. The guides quote the labels exactly as you see them.
