Chapter - Integration: TwentyCRM (beta)

With the TwentyCRM integration, you connect mailfino to a TwentyCRM instance. You can import addresses from TwentyCRM, use stored People Views as an import source, forward form submissions to TwentyCRM, and save sending events as Notes on the TwentyCRM Person record. This guide is divided into several chapters: Prepare TwentyCRM API Key Connect to TwentyCRM Import Addresses from TwentyCRM Forward Forms to TwentyCRM ... Read more

mailfino connects to TwentyCRM via the REST API. For this, you need an API key and a role in TwentyCRM that is allowed to read and write the necessary data. In TwentyCRM, go to Settings and then to APIs & Webhooks. There you will see existing API keys and can create a new key. TwentyCRM API Key Overview Click... Read more

Open the menu with the gear icon in the top right corner and select Connections. All external systems connected to mailfino are managed in this dialog. If no connection has been set up yet, mailfino will directly open the selection of available systems. Otherwise, click New Connection in the Connections dialog. Then select TwentyCRM. TwentyCRM in ... Read more

TwentyCRM stores contacts as People. In mailfino, this import source is displayed as Addresses so that the import fits the mailfino contact management. Open the saved TwentyCRM connection and select the Addresses source in the Import area. As the default source, mailfino imports all accessible People from TwentyCRM. If your TwentyCRM instance contains saved People views, mailfino displays supported Views... Read more

mailfino Forms can create new TwentyCRM People or update existing ones. This requires a saved TwentyCRM connection with a valid API key and writable people fields. Activate the transfer in the form editor under the connections section. Select the TwentyCRM connection and map form fields to the desired TwentyCRM people fields. Activate TwentyCRM Form Sync The email address is for... Read more

mailfino can save shipping events as notes to TwentyCRM People. Shipping results, opt-outs, and complaints are supported, provided the TwentyCRM connection for touchpoints is activated. The notes are linked to the appropriate TwentyCRM Person record. mailfino uses the external key from the address import or from the form sync for this purpose. If a recipient is not yet connected to a TwentyCRM Person, ... Read more

If the TwentyCRM integration isn't working, first check the connection in the Integrations section. The most common causes are an incorrect instance URL, an expired or deleted API key, or missing permissions in the API key role. For address import, the API key must have read access to People. For field mapping and saved views, mailfino also needs access to the data model. For form sync... Read more