1CRM

Connect 1CRM to send enquiries to the records your team manages. You need access to configure the form in Craft and credentials for the destination account. The steps below establish the connection; finish by sending a test submission to verify the result.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select 1CRM as the Integration Provider.

Step 2. Connect to the 1CRM API

1. Go to 1CRM and login to your account.
2. Click on the Admin dropdown on the top-right of the screen, and select Administration.
3. Click the API Clients link.
4. Click the Create button.
5. Select Authorization Code for the Enabled Grant Types.
6. Copy the ID from 1CRM and paste in the Client ID field in Formie.
7. Click the Change API Secret button and enter a value.
8. Copy the Secret from 1CRM and paste in the Client Secret field in Formie.
9. In the Redirect URL field, enter the value from the Redirect URI field in Formie.

Step 3. Test Connection

1. Save this integration.
2. Click on the Connect button in the right-hand sidebar.
3. You‘ll be redirected to 1CRM, where you must approve Formie to access your 1CRM account.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Choose the data objects (record types) you want to use, and enable their mapping options where available.
5. Map the required destination fields using the variable picker. Follow the requirements shown for each selected record type.
6. Enable the integration.
7. Click Save to save the form.

For a contact enquiry, map the visitor’s email and name where those fields are available.

Verify a Submission

Save the form, open it on your site and submit recognisable test values. Find the test record in the selected CRM destination. Check the mapped values and whether the integration created a record or updated an existing one as intended.

If nothing arrives, check whether integration conditions matched, whether the submission was complete and non-spam, and whether Craft’s queue has processed the job. A successful connection check verifies credentials; it does not prove that field mapping and delivery work. See Connect and Test an Integration for a complete mapping and verification workflow.