Your forum is more than just a community—it’s a goldmine of customer insights, engagement data, and sales opportunities. By integrating your Foru.ms forum with your CRM, you can turn community participation into actionable business intelligence.
See the full picture of customer engagement:
Spot potential customers before they reach out:
Proactively support your customers:
Build better campaigns with community insights:
Connect your forum to the world’s leading CRM platform.
What Gets Synced:
Setup Time: ~15 minutes
Perfect for inbound marketing and sales teams.
What Gets Synced:
Setup Time: ~10 minutes
# Navigate to Integrations in your Foru.ms dashboard
Dashboard → Integrations → Salesforce → Connect
# You'll be redirected to Salesforce to authorize
# Grant the following permissions:
# - Read/Write Contacts
# - Read/Write Leads
# - Read/Write Custom Objects
# - Read/Write Cases (if syncing support threads)Map forum fields to Salesforce fields:
| Forum Field | Salesforce Field | Notes |
|---|---|---|
| username | Contact.Username__c | Custom field |
| Contact.Email | Standard field | |
| displayName | Contact.Name | Standard field |
| threadCount | Contact.Forum_Threads__c | Custom field |
| postCount | Contact.Forum_Posts__c | Custom field |
| lastActive | Contact.Last_Forum_Activity__c | Custom field |
Pro Tip: Create custom fields in Salesforce before mapping to ensure data flows correctly.
Choose what data to sync:
{
"syncDirection": "bidirectional", // or "forum-to-crm"
"syncFrequency": "realtime", // or "hourly", "daily"
"createNewContacts": true,
"updateExistingContacts": true,
"syncEvents": [
"user.registered",
"thread.created",
"post.created"
],
"filters": {
"minPosts": 5, // Only sync active users
"excludeTags": ["spam", "test"]
}
}Set up Salesforce Process Builder or Flow to:
Automatically score leads based on forum engagement:
// Salesforce Formula Field: Forum_Engagement_Score__c
IF(Forum_Threads__c > 10, 20, 0) +
IF(Forum_Posts__c > 50, 30, 0) +
IF(DAYS(TODAY(), Last_Forum_Activity__c) < 7, 25, 0) +
IF(Forum_Best_Answers__c > 0, 25, 0)Automatically create Salesforce Cases from forum threads tagged “support”:
{
"trigger": "thread.created",
"filters": {
"tags": ["support", "bug"]
},
"action": {
"type": "createCase",
"mapping": {
"Subject": "thread.title",
"Description": "thread.body",
"ContactId": "user.salesforceId",
"Priority": "High",
"Origin": "Forum"
}
}
}Roll up forum activity to the Account level:
// Apex Trigger: Update Account forum stats
trigger UpdateAccountForumStats on Contact (after update) {
Set<Id> accountIds = new Set<Id>();
for (Contact c : Trigger.new) {
if (c.AccountId != null) {
accountIds.add(c.AccountId);
}
}
// Aggregate forum activity by Account
List<AggregateResult> results = [
SELECT AccountId,
SUM(Forum_Posts__c) totalPosts,
MAX(Last_Forum_Activity__c) lastActivity
FROM Contact
WHERE AccountId IN :accountIds
GROUP BY AccountId
];
// Update Account records
List<Account> accountsToUpdate = new List<Account>();
for (AggregateResult ar : results) {
accountsToUpdate.add(new Account(
Id = (Id)ar.get('AccountId'),
Total_Forum_Posts__c = (Decimal)ar.get('totalPosts'),
Last_Forum_Activity__c = (Date)ar.get('lastActivity')
));
}
update accountsToUpdate;
}# Navigate to Integrations in your Foru.ms dashboard
Dashboard → Integrations → HubSpot → Connect
# Authorize the following scopes:
# - contacts (read/write)
# - timeline (write)
# - forms (read)Create custom properties in HubSpot:
| Property Name | Type | Description |
|---|---|---|
| forum_username | Single-line text | Forum username |
| forum_threads | Number | Total threads created |
| forum_posts | Number | Total posts/replies |
| forum_reputation | Number | Reputation score |
| forum_last_active | Date | Last forum activity |
| forum_interests | Multiple checkboxes | Tags user follows |
Configure which forum events appear on contact timelines:
Segment contacts based on forum activity:
Active Community Members:
forum_posts > 10 AND
forum_last_active is less than 30 days agoSupport Seekers:
forum_threads > 5 AND
forum_interests contains "support"Product Experts:
forum_reputation > 100 OR
forum_best_answers > 5Create workflows that respond to forum activity:
Trigger: Contact property "forum_threads" increases
Actions:
1. Add to list "Active Community Members"
2. Send email "Thanks for contributing!"
3. Notify sales rep if contact is a lead
4. Increase lead score by 10 pointsTrack customer engagement health:
// HubSpot Calculated Property: Customer Health Score
IF(
forum_last_active < 7 days ago AND forum_posts > 20,
"Healthy",
IF(
forum_last_active > 90 days ago,
"At Risk",
"Moderate"
)
)Personalize email content based on forum interests:
{% if contact.forum_interests contains "API" %}
<p>We noticed you're interested in our API. Check out our new developer docs!</p>
{% elif contact.forum_interests contains "integrations" %}
<p>Exciting news! We just launched new integrations with Slack and Salesforce.</p>
{% endif %}Keep data in sync both ways:
Forum → CRM:
CRM → Forum:
Track the forum’s role in the customer journey:
// Track forum touchpoints
{
"contact": "john@example.com",
"touchpoints": [
{
"date": "2024-01-15",
"type": "forum_visit",
"source": "organic_search"
},
{
"date": "2024-01-20",
"type": "forum_thread_created",
"topic": "pricing_question"
},
{
"date": "2024-01-25",
"type": "demo_requested"
},
{
"date": "2024-02-01",
"type": "deal_closed",
"value": 50000
}
]
}Use forum data to predict outcomes:
Don’t sync everything at once:
Ensure data quality before syncing:
Be transparent about data usage:
Track integration health:
Ensure your team knows how to use the data:
Track the business impact of your CRM integration:
CRM integrations are available on:
Ready to integrate your forum with your CRM?
Questions? Contact our sales team for a personalized demo.
Success Story: “After integrating our forum with Salesforce, we increased lead conversion by 35%. We can now identify engaged prospects early and personalize our outreach based on their forum interests.” - Sarah J., VP of Sales