> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.weblium.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Connecting SalesDrive CRM to your website

[SalesDrive](https://salesdrive.ua/) is a platform created by Ukrainian developers to optimize sales and streamline online store management. You can connect it to contact forms and the online store on your website to receive requests and orders in SalesDrive CRM.

**Contents**:
* [Connecting to the online store](#1-connecting-to-the-online-store)
ㅤㅤㅤㅤ[Connecting the integration](#2-connecting-the-integration)
ㅤㅤㅤㅤ[Data synchronization](#2-data-synchronization)
* [Connecting to contact forms](#1-connecting-to-contact-forms)
ㅤㅤㅤㅤ[Connecting the integration](#2-connecting-the-integration)
ㅤㅤㅤㅤ[Data synchronization](#2-data-synchronization)

||| ${color}[#f97700](Important:) This feature is available only for sites with paid subscriptions.

# Connecting to the online store

## Connecting the integration

1. Log in to your account on [SalesDrive](https://salesdrive.ua/) or create a new account.

2. In the side menu, hover over the **Settings** icon and click on **Common settings and integrations**:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_1314wkv.png)
3. Go to the **Sites and marketplaces** tab and select **Weblium**:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_kkexx7.png)
4. In the **Binding of goods** section, under **Bind product by**, select **Product Code**:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_d2182t.png)
||| ${color}[#f97700](Important:) If you use Vendor code binding (in other words, via SKU), the code for each product and its variants must be unique. By using Product code binding, you can save time and avoid errors, as the code is generated automatically and will always be unique for each product and its variants.

5. Then copy the webhook link from the **Online shopping cart integration** section:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_7rj6c5.png)

6. Open your website settings on Weblium. In the **Your Store** section, go to the **Settings** subsection and open the **Notifications** tab:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_1do9kn7.png)
7. In the list of integrations, find **SalesDrive CRM Notifications** and paste the webhook link you copied from SalesDrive CRM earlier into the field. Then click the **Connect** button:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_1jrd5sr.png)
## Data synchronization

To ensure that your order data—specifically customer contact information, shipping methods, and payment methods—is transferred correctly, you need to synchronize the information between your store and SalesDrive CRM.

###### Synchronizing cart fields

You must ensure that the **names** of the fields in your store’s cart match the **names** of the fields specified in the SalesDrive CRM settings:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_ecvprf.png)
| ${color}[#1aa900](Tip:) Click Edit above the corresponding field to change its name or other settings. You can learn more about editing shopping cart fields in the following [article](https://help.weblium.com/en-us/article/shopping-cart-settings-oo1134/#1-shopping-cart-settings).

|| ${color}[#ffa800](Note:) In the Field on Weblium column, you can add new fields by clicking Add. The new field will need to be linked to its counterpart in the Field in SalesDrive column.

If necessary, on the SalesDrive CRM side, you can create new field options for synchronization (options that appear in the dropdown list in the Field in SalesDrive column) if the necessary fields are not available by default. To do this, go to **Settings**, select **Lead settings**, and click **Add lead/contact field**.

When creating a new field, make sure you select the correct field type. For example, for short text (address, name, etc.), this is **Text field**; for fields where a larger amount of information is expected, such as comments, you should select **Long text field**.

###### Synchronizing shipping methods

If you have shipping methods connected, you will need to synchronize them with the corresponding fields in SalesDrive CRM to ensure data is transferred correctly.

1. To do this, in the **Match the delivery options** section click **Add**, and, in the field that appears, enter the name of the delivery method according to the data specified in the website settings, for example:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_qlnqfx.png)
2. Next, sync the delivery method with its counterpart in the Field in SalesDrive column:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_s90c3p.png)
By default this list will only contain standard options, but you can create additional options in **Lead settings**. To do this, go to the settings for the **Shipping methods** field (gear icon).

||| ${color}[#f97700](Important:) The standard options available for the Shipping methods field are CRM integrations with various delivery services. For synchronization with the site on Weblium to work correctly, you must use manually created options.

|| ${color}[#ffa800](Note:) You must add all active delivery methods this way. If you rename a specific delivery method in your website’s settings, you will also need to update the name on the SalesDrive side.

###### Synchronizing payment methods

Just like with shipping methods, you will also need to synchronize your available payment methods.

1. To do this, in the **Match the values of the payment options** section click **Add** and, in the field that appears, enter the name of the payment method according to the data specified in the site settings, for example:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_3g34io.png)
2. Next, sync the payment method with its counterpart in the Field in SalesDrive column:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_yssh4y.png)
By default, this list will only contain standard options, but you can create additional options in **Lead settings**. To do this, go to the **Payment methods** field settings (gear icon).

||| ${color}[#f97700](Important:) The standard options available for the Payment methods field are CRM integrations with various payment systems. For synchronization to work correctly on the Weblium site, you must use manually created options.

|| ${color}[#ffa800](Note:) You must add all active payment methods this way. If you rename a specific payment method in your website settings, you will also need to update the name on the SalesDrive side.

3. To receive **Payment status**, SalesDrive recommends the following:

`Add a field of type List with a single choice: Settings → Lead settings → Add lead field`

After creating this field, select it from the corresponding dropdown menu; for example, we created the option **СтатусОплати**:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_q9fhbs.png)
Once you've completed all the steps, [publish your website](/en-us/article/publishing-a-site-tgxmch/) for the changes to take effect.

All done! You'll now receive new orders from your online store in SalesDrive CRM under the **Leads** tab.

# Connecting to contact forms

## Connecting the integration

1. Log in to your [SalesDrive](https://salesdrive.ua/) account or create a new account.

2. In the side menu, hover over the **Settings** icon and click on **Common settings and integrations**:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_16vgfva.png)
3. Go to the **Sites and marketplaces** tab and select **Weblium**:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_k565xp.png)
4. Then copy the webhook link from the **Form Integration** section:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_7e1gbj.png)
5. Open your website settings on Weblium, go to the **Form Management** section, and open the **Integrations** tab:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_dkxl0u.png)
6. Find the **SalesDrive CRM** section, click the **Add Webhook URL** button, and paste the webhook link you copied to SalesDrive CRM earlier:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_8np0f7.png)
7. Next, you need to enable the integration separately for all contact forms that are supposed to send data to SalesDrive CRM. In the site editor, open the settings for the form you need, go to the **Integrations** tab, and toggle the **SalesDrive CRM** switch:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_144v51x.png)
## Data synchronization

To ensure that data from your contact forms is transferred correctly, you need to synchronize the information between them and SalesDrive CRM.

###### Synchronizing contact form fields

You must ensure that the **names** of the fields in your forms match the **names** of the fields specified in the SalesDrive CRM settings:
![](https://storage.crisp.chat/users/helpdesk/website/-/f/a/8/4/fa84b4d83a50e800/pidklyuchennya-salesdrive-crm-_k6yxmn.png)
| ${color}[#1aa900](Tip:) You can learn more about configuring contact form fields [in this article](/en-us/article/customizing-the-fields-in-a-contact-form-1fgzcyj/).

|| ${color}[#ffa800](Note:) In the Field on Weblium column, you can add new fields by clicking Add. The new field will need to be linked to its counterpart in the Field in SalesDrive column.

If necessary, on the SalesDrive CRM side, you can create new field options for synchronization (options that appear in the drop-down list in the Field column in SalesDrive) if the necessary fields are not available by default. To do this, go to **Settings**, select **Lead Settings**, and click **Add lead/contact Field**.
When creating a new field, make sure you select the correct field type. For example, for short text (address, name, etc.), this is a **Text field**; for fields where a larger amount of information is expected, such as comments, you should select a **Long text field**, etc.

||| ${color}[#f97700](Important:) If you want to use SalesDrive CRM to transfer requests from both forms and the online store, the field names must be identical in both the forms and the shopping cart, or you must manually add any non-matching field names in the SalesDrive CRM settings.

Once you've completed all the steps, [publish your website](/en-us/article/publishing-a-site-tgxmch/) for the changes to take effect.

Done! Now you will receive new requests from your website’s contact forms in SalesDrive CRM under the **Requests** tab.