Build & deploy · 4 min read

CRM sync (Twenty)

Log every booking to your CRM automatically - person plus a linked task.

Native CRM sync means every booking becomes a record in Twenty without anyone typing it in. BraveDay finds or creates the guest as a Person and writes the meeting as a Task linked to them - updated when the booking moves, closed when it's cancelled.

Connect

Run Twenty at a public HTTPS origin and register an OAuth client with the redirect ${APP_URL}/api/integrations/crm/twenty/callback.
Set TWENTY_BASE_URL and TWENTY_CLIENT_ID in BraveDay's environment (Twenty's dynamic registration issues a public PKCE client, so a secret is optional).
Go to Settings → CRM and connect - one click, no keys to paste into BraveDay itself.

What gets synced

Person - matched by primary email or created (no duplicates).
Task - the booking activity, linked to that Person via a taskTarget.
On reschedule - the same task is updated; on cancel, it's closed and marked cancelled.

Heads up

Point BraveDay at a test workspace before production data, and watch Settings → CRM for the last-sync status.

Related guides

Routing forms

Ask a couple of questions, then send each visitor to the right person or meeting.

Developer: API, webhooks & embed

Keys and REST endpoints, signed booking events, and the embeddable widget.

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All docs