CRM connections bring supported external relationship data into Floral or send approved meeting follow-up to the configured system. Current connection options are shown under Settings > Sources > CRM integrations.
Floral currently includes configuration screens for Pipedrive, webCRM, Knack, and Clubcore. Availability and direction of synchronization can differ by provider and organization setup.
Connect a provider
Confirm ownership
Use an external account and credentials that the organization has approved for this connection.
Open CRM integrations
Select the provider and enter the fields requested by Floral. Only administrators can manage the connection.
Test the connection
Save the configuration and check the status shown for the provider.
Review imported or synced data
Check a small, known set of records before relying on the connection for normal work.
Do not paste CRM credentials into notes, Sources, chat, or support messages. Store them only in the provider setup form intended for secrets.
