Add Custom Fields to community membership questions & sync with CRM

You can now link Community Membership Questions directly to CRM Custom Fields.

When a user joins a community and answers membership questions, their responses are automatically synced to the corresponding CRM contact record. This feature allows you to gather important information during onboarding and use it immediately in your existing workflows and automations.

Membership answers are now automatically synced to CRM custom fields. This enables automated approvals, streamlined workflows, and up-to-date contact records without the need for manual data entry.

To link membership questions to CRM custom fields:

• Click Add Question.
• Select the Custom Fields tab.
• Choose the CRM custom field you wish to associate.
• Click Save.

Once a member submits their answers during the joining process, the linked CRM custom fields will be updated automatically.