# MiniCRM Integration

Canonical URL: https://support.optimonk.com/en/articles/minicrm-integration

You can stay up to date with your customers and make sales simpler with MiniCRM. Connecting it to an OptiMonk campaign takes a few minutes: everyone who fills out your popup form is created in the MiniCRM module you picked.

**Before you start:** you need a campaign in OptiMonk (the popup has to be built, because the field mapping is read from the input fields of your popup) and a MiniCRM account you can log in to.

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## Connect MiniCRM to your campaign

1. Open **Campaigns** in the left menu and click the campaign you want to connect with MiniCRM.
2. Open the **Integrations** tab of the campaign.
3. Click **Add integration**. If this is your first one, the same step is offered as *Connect your email or SMS tool*.
4. **Provider** step: pick **MiniCRM** from the provider list. If the list is long, type into the *Search providers…* box. Accounts you have already connected are listed at the top, under *Your connected accounts* — pick one of those and you skip straight to the settings.
5. **Account** step: fill in the credential form with your **System id** and **API key** (see the next section for where to find them). You can also give the connection a name (**Name (optional)**) so you recognise it later. Click **Connect**.
6. **Settings** step: pick where the new contacts should land in MiniCRM, then click **Continue**.

- **Module** — the subscribers will be saved to this module. This one is required, and the two selects below only load once you have chosen it.
- **Status (optional)** — the subscribers will be given this status.
- **Owner (optional)** — the subscribers will be assigned to this MiniCRM user.
7. **Field mapping** step: decide where each popup field goes in MiniCRM (see below), then click **Save integration**.

That's it. Whenever a visitor signs up through your popup, they are created in the MiniCRM module you picked.

**Draft vs. live:** if the campaign has not been published yet, the integration is shown with a **Draft** pill and the note *Saved as draft — it goes live when you publish the campaign.* On a published campaign the integration is applied right away and shows as **Active**.

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## Where to find the MiniCRM credentials

Log in to your MiniCRM account in a new browser window.

1. **System id** — you find it in the address bar of your browser. MiniCRM takes you to an address like *https://r3.minicrm.io/****59489****/#TodayView* after login; the number in that link is your System id, in this example **59489**.
2. **API key** — click the **gear icon** on the right, select **System** at the top, then scroll down to **API key**. Click **Create an API key** and copy the key.

Paste both values into the Account step in OptiMonk.

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## Field mapping

The mapping table has two columns: **Popup field** on the left (every input your popup collects) and **MiniCRM field** on the right. The available MiniCRM fields depend on the module you selected in the previous step. OptiMonk pre-fills the mapping with its own suggestions, so in most cases you only need to check it.

- The **email** field is fixed — it always maps to MiniCRM's `email`.
- Pick **Don't sync** for any popup field you don't want to send.
- Under **Static fields** you can send a fixed value with every submission (for example a campaign name). Click **Add static field**, type the value on the left, and choose the MiniCRM field on the right.

Only the input fields that are actually on your popup appear on the left. If you want to collect something new — a phone number, a name, a dropdown — describe it to the AI on the popup (for example *"add a phone number field under the email input"*) and it rebuilds the popup with that field. Then come back to the Integrations tab and click **Edit mapping** to send the new field to MiniCRM.

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## Change or remove the integration

The Integrations tab lists every integration on the campaign.

- **Change list** / **Edit mapping** reopens the wizard at that step — this is also how you move the subscribers to a different MiniCRM module.
- **Remove** takes the integration off this campaign: *Remove from this campaign? The account connection stays and can be added again.* Your MiniCRM credentials are not deleted, so you can reuse them on another campaign.
