- Easily integrate Gravity Forms form to Freshsales CRM Contacts
- Easily integrate Gravity Forms form to Freshsales CRM Leads
- Integrated Gravity Forms form can automatically add your site new form data to Freshsales CRM Contacts
- Integrated Gravity Forms form can automatically add your site new form data to Freshsales CRM Leads
- Easily map your Gravity Forms form fields to Freshsales CRM Contacts and Leads fields
- Also, support Freshsales CRM custom fields.
- Making customer relationship management simple
- Integrate unlimited Gravity Forms
Gravity Forms – Freshsales CRM Integration Guide
Installation
WordPress Dashboard
- Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’.
- Click on ‘Upload Plugin’.
- Upload plugin zip.
- Activate plugin.
FTP, SFTP, SCP etc…
- Unzip plugin zip.
- Upload the unzip plugin folder to your ‘/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…).
- Activate plugin.
Configuration
- Go to ‘Admin’ -> ‘GF – Freshsales’ -> ‘Configuration’.
- Instance URL: Add your Freshsales instance URL. Like https://{your domain}.freshsales.io/
- API Key: Add your Freshsales API key. The guide is below:
- Log in to Freshsales CRM account.
- Click on your “Profile Picture” and select “Settings”.
- Click on the “API Settings” tab.
- You can find the API key provided to you in the field Your API key.
- Click on ‘Save’ button.
Integration
- Go to ‘Admin’ -> ‘GF – Freshsales’ -> ‘Integration’.
- You can see list of Gravity Forms forms.
- Click on edit form icon which you want to integrate form.
- Select a module you want to integrate with current form.
- Click on ‘Filter’ button to filter module fields.
- Check ‘Freshsales CRM Integration?’ checkbox if you want to integrate Freshsales CRM.
- Map fields which you want to map.
- Click on ‘Save’ button to map fields.
- Note: Map fields which is creatable in Freshsales CRM module.
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Not an Admin? Share this app with your admin to install it for you.
Version History
This is the first version. Release notes not yet available.
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