Freshworks Marketplace

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Gravity Forms

Gravity Forms: : Easily add Contacts and Leads into Freshsales CRM when people submit a Gravity Form on your site.
Free
OverviewHow to install?Privacy & SecurityNew
- 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.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support

App Info

Published by Obtaincode
about almost 6 years ago

Works with

Supported for

Categories

CRM, Sales & Marketing  Data Sync & Migration

Other Resources

Please visit the vendor’s website for privacy policy and terms of use.
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