Overview

You can link community membership questions directly to CRM custom fields.

When someone joins a community and answers the membership questions, their answers are saved to the matching CRM contact record automatically.

Why it matters

This keeps contact records up to date and lets you use the collected answers in approvals, workflows, and automations without manual data entry.

How to use it

• Go to Community Settings → Membership Questions.
• Select Add Question.
• Open the Custom Fields tab.
• Choose the CRM custom field you want to connect.
• Select Save.

After a member submits their answers, the linked CRM custom fields are updated automatically. You can review the submitted answers in the contact details under the selected custom field folder.