FlowsCards

CRM Card

Push contact data to a connected CRM integration

CRM card configuration

The CRM Card syncs contact data from your workspace to an external CRM integration.

Configuration

SettingDescription
IntegrationSelect the connected CRM integration
Field updatesMap CRM fields to values

Field Updates

Each field update maps a CRM field to a value source:

SettingDescription
CRM fieldThe target field in the external CRM (loaded from the integration schema)
Value sourceStatic (fixed value or flow variable) or Profile field (contact profile field)
ValueThe value to write — supports flow variables when source is Static

Connections

  • 1 input port — Receives execution.
  • 2 output ports:
    • Next — CRM update succeeded.
    • Error — CRM update failed (only active when Run in background is off).

Background Execution

The card runs in the background by default. When Run in background is enabled, the flow continues immediately and the Error port is disabled. Turn it off to use the Error branch for handling CRM failures.

Operations Cost

2 operations per execution.

CRM integrations must be connected in Settings → Integrations before using this card.

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