---
title: "CRM integrations - Pipedrive, WebCRM, Knack | Floral"
description: "Auto-sync meeting summaries into Pipedrive, WebCRM, and Knack. On approval, Floral creates the company, deal, contacts, and a note with the full summary. Status visible per summary; retry on failure."
canonical: https://floral.so/features/crm/integrations
---

# CRM integrations - Pipedrive, WebCRM, Knack | Floral

> Auto-sync meeting summaries into Pipedrive, WebCRM, and Knack. On approval, Floral creates the company, deal, contacts, and a note with the full summary. Status visible per summary; retry on failure.

Source: https://floral.so/features/crm/integrations

[CRM add-onRead about Floral CRM add-on ](https://floral.so/features/crm)

# Keep your CRM. Stop typing into it.

Floral pushes approved meeting summaries straight into Pipedrive, WebCRM, or Knack - as a company, a deal, contacts, and a note with the full meeting transcript. One human approval, zero manual data entry. The CRM you already have, now staying up to date by itself.

[Read about Floral CRM](https://floral.so/features/crm)[Let's meet](https://floral.so/book-a-demo)

The flow

## From approved summary to updated CRM in under a minute

### Connect once per workspace

OAuth or API token connection in workspace settings. Floral validates the connection, runs a sample push to confirm the schema, and you are live. No professional services required.

![Floral CRM integrations settings](https://floral.so/img/features/crm/integrations/settings-crm.png)

### Every approved summary syncs

Approve a summary in Floral. Within seconds, the target CRM has a matched company (or a new one), a deal named after the meeting, all attendees as person records, and a note with the full structured summary linking back to Floral.

[See AI meeting summaries ](https://floral.so/features/ai-meeting-summaries)

Summary approved

Acme Aps · Q2 demo · 23 May 2026

Synced to Pipedrive

Company · Deal · 3 contacts · Note

What gets created

## Four pieces, one push

### Company

Matched by CVR if available, otherwise by exact name. New company created if no match. Address and industry copied across.

### Deal

Named after the meeting (date + topic). Placed in the workspace’s default pipeline. Owner mapped from the meeting owner.

### Contacts

Each meeting attendee becomes a person record (matched by email). Linked to both the company and the deal.

### Note

The full structured summary as a rich-text note attached to the deal, with a deeplink back to Floral for the full context.

### Status per summary

Synchronized / Pending / Failed - visible inline on every summary. Retry on failure.

### Error surface

If something fails - bad token, missing stage, schema mismatch - Floral surfaces the exact error inline. No silent drops.

Related features

## Pairs well with

[AI meeting summariesSummary approval is what triggers sync.Learn more ](https://floral.so/features/ai-meeting-summaries)[Deals & forecastingPipeline mechanics on the Floral side; same data structure as your destination CRM.Learn more ](https://floral.so/features/crm/deals-and-forecasting)[Companies & contactsFloral’s own contact layer - the source of truth before sync.Learn more ](https://floral.so/features/crm/companies-and-contacts)

[All CRM add-on features](https://floral.so/features/crm)[All core features](https://floral.so/features)

## Frequently asked

Which CRMs does Floral sync to?

Pipedrive, WebCRM, and Knack out of the box. These are the systems Danish SMBs most commonly run on. If you run something else, we build custom integrations to just about any system, and the public API and MCP server let you build your own destination - your data is never locked in.

When does data sync?

On summary approval. The three-step approval flow ensures a human reviews before data flows out - bad transcripts never push to your CRM by accident. Manual re-sync is also available per summary.

What gets created in the target CRM?

A company row (matched by CVR or created new), a deal in the default pipeline named after the meeting, person rows for each meeting attendee, and a note containing the full summary with a deeplink back to Floral.

What if the sync fails?

Each summary shows its sync status (Synchronized / Pending / Failed) with the error message. Retry from the summary detail page. Common causes are revoked API tokens or stage mismatches we can guide you through fixing.

Is the sync one-way or two-way?

One-way today - Floral pushes to your CRM. Two-way Pipedrive sync is in the roadmap; tell us if it would change your decision and we will prioritise.

Insights

## Read more

[Insights →](https://floral.so/insights)

- August 17, 2026 · 11 min read  
### [CRM vs meeting intelligence: where each belongs in a modern sales stack](https://floral.so/insights/crm-vs-meeting-intelligence)  
CRM vs meeting intelligence is not a choice between two tools. One is a system of record, the other a system of evidence. Here is which jobs belong where, and why.

## Keep Pipedrive. Stop maintaining it.

Connect your Pipedrive in 5 minutes. Approve a summary tomorrow morning and watch the data appear.

[Sign up](https://floral.so/signup)[Let's meet](https://floral.so/book-a-demo)