> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mychaiclub.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM Integrations

> Connect your CRM to automatically sync donations

## ChabadOne CRM

The ChabadOne CRM integration will add all donations (payments) to your ChabadOne CRM.

#### Setup Instructions

1. Login to [mychaiclub.com](https://mychaiclub.com) and go to the **Settings** page in the menu
2. Scroll down to the **CRM Integrations** box
3. By the ChabadOne CRM integration, click the **Authenticate** button
4. This will prompt you to login to your ChabadOne CRM account and approve the integration
5. Once completed, you will be redirected back to the campaign settings page
6. In the **CRM Integrations** box, the ChabadOne CRM integration should now have an **Active** label

## Chabad Management Solutions (CMS) CRM

CMS integration is added as a payment processor. Recurring donations will be handled by CMS.

#### Setup Instructions

1. Login to your CMS account
2. Go to **Settings** → **Web Forms Integration** → **SET UP MODULE**
3. Click **CREATE**
4. Add these required field groups:
   * Contact Information
   * Payment Information
5. In the **Settings** tab, complete all required fields
6. In the **Advanced Options** tab, enable **"Allow API access"**
7. Click **Save**
8. Contact support and send the following information:
   * **iFrame code** (found in Settings tab, bottom of page)
   * **API token** (found in Advanced Options tab)

## Other CRM Platforms

If you use another CRM that's not included in the list above, please let us know via the [support page](https://mychaiclub.com/support).