Formie Beacon CRM
What it is
This plugin adds Beacon CRM as a CRM integration for Formie. Once it is connected, any Formie form can create or update records in your Beacon database when someone submits it.
Most CRM integrations ship with a fixed idea of what your CRM contains, usually a contact and maybe a company. Beacon does not work that way: every account has its own record types and its own custom fields, and they change as you build your database out. So instead of hard-coding a schema, this plugin asks your account what it contains and builds the mapping screen from the answer. If you add a custom record type or a new field in Beacon, hit Refresh and it is there.
What you get
- Your account's real schema. Record types, fields, labels and drop-down options all come from your Beacon account, including custom
c_*fields. - Any record type. Anything Beacon exposes, custom types included.
- Exact drop-down values. Pick from the values configured on the field rather than typing them and hoping they match.
- Create or update. Optionally match on a field such as email so repeat submissions update the existing record. See Creating and updating records.
- The right JSON shapes. Person names, email and phone arrays, drop-downs, record links and currency objects are all built for you. See How field types are handled.
- Opt-in support. Use Formie's opt-in field so data is only sent when someone actually consents.
Where to next
- New here? Start with Installation, then Connecting to Beacon.
- Ready to set up a form? See Mapping form fields.
- Worried about duplicates? See Creating and updating records.
- Something not saving? See Troubleshooting.
Beacon workflows can fire on API writes
Records created by a form are treated like any other record, so an active Beacon workflow can email someone or create a task in response. Check your workflows before you put a form live.
A note on this project
AI tools helped with parts of the development process and with drafting this documentation. The code has been reviewed, tested, and implemented by developers, and the documentation has been checked against the plugins themselves.