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.