Integration for Freshsales – Contact Form 7, WPForms, Elementor, Gravity Forms & More

Description

This plugin allows you to connect popular WordPress forms with Freshsales CRM without any coding. It supports Contact Form 7, WPForms, Elementor Forms, Gravity Forms, and Formidable Forms, making data transfer simple.

Form submissions are automatically sent to Freshsales CRM modules like Contacts and Accounts. Once set up, the process runs without manual effort.

The plugin ensures accurate data syncing and allows you to use default field mappings or customize them as needed.

With support for multiple form plugins, this integration helps you manage form data and improve your workflow. This Freshworks CRM integration for WordPress makes lead management easier.

Key Features:

• Contact Form 7 to Freshsales Integration – Automate Contact Form 7 lead syncing.
• WPForms to Freshsales Integration – Automate WPForms lead syncing.
• Gravity Forms to Freshsales Integration – Automate Gravity Forms lead syncing.
• Elementor Forms to Freshsales Integration – Automate Elementor Forms lead syncing.
• Formidable Forms to Freshsales Integration – Automate Formidable Forms lead syncing.
• Real-time Sync – Instantly send data from all supported WordPress forms.
• Custom Field Mapping – Easily match WordPress form fields for structured data handling.
• Error Logging & Resync – Track failed submissions and retry them automatically.
• Multi-Account Management – Connect and manage multiple accounts within one plugin.

This plugin is an all-in-one solution for integrating Contact Form 7, WPForms, Gravity Forms, Elementor Forms, and Formidable Forms, ensuring seamless lead capture and customer management.

Get started today and automate your WordPress form data syncing!

No need to install different plugins for each form builder—this plugin seamlessly integrates Freshworks CRM with all major WordPress form builders in a single solution. Connect and automate lead capture, customer data syncing, and form submissions with:

Supported Forms:
– Contact Form 7
– Gravity Forms
– WPForms
– Elementor Forms
– Formidable Forms

Need support for additional forms? Let us know! Submit a request via the Feature Request or contact us using the Support Form.

Account Authentication

Follow these steps to connect your Freshworks CRM account:

1. Go to the Accounts Page – Open the plugin settings and navigate to the Accounts section.
2. Add a New Account – Click the “Add Account” button.
3. Authenticate with Freshworks CRM – Log in and grant the necessary permissions.

Manage Multiple Accounts in One Place

• Add and manage multiple Freshworks CRM accounts from a single dashboard.
• Easily switch between accounts to handle different business processes.
• Assign specific forms to different Freshworks CRM accounts to ensure data is sent to the correct system.

Setup

After authenticating your account, proceed to the Setup Page to configure your form integrations. Follow these steps to connect your WordPress forms with Freshsales CRM:

1. Go to the Setup Page – Open the plugin settings and navigate to the Setup section.
2. Add a New Integration – Click the “Add Integration” button.
3. Select Your Form Plugin – Choose from Contact Form 7, WPForms, Elementor Forms, Gravity Forms, or Formidable Forms.
4. Choose Your CRM Account – Select the Freshworks CRM account you want to integrate with.
5. Assign a CRM Module – Choose where form data should be stored (Contacts, Accounts, etc.).
6. Map Fields – Match form fields to CRM fields using an intuitive drag-and-drop interface.
7. Save & Activate Integration – Once field mapping is complete, save your settings to enable automatic data syncing.

Error Log & Resync Failed Submissions

Monitor and manage integration errors easily with the built-in Error Log Page. This feature helps ensure no data is lost due to failed submissions, allowing you to identify issues and retry sending records with a single click.

1. Navigate to the Error Log Page – Open the plugin settings and go to the Error Log section.
2. View Failed Submissions – Check a detailed list of form entries that failed to sync with CRM.
3. Identify Errors – Review error messages and reasons for failure (e.g., invalid credentials, missing required fields, API timeout).
4. Resync Failed Entries – Click the “Resync” button to retry sending failed records.
5. Delete Error Logs – Remove old or resolved error entries to keep your logs organized.

Settings

The Settings Page allows you to customize and manage how your CRM integration works. From data retention options to email notifications, this section helps you configure your preferences.

1. Navigate to the Settings Page – Open the plugin menu and go to the Settings tab.
2. Manage Data Handling – Choose whether to store form submission data in WordPress before sending it to CRM.
3. Enable or Disable Auto Data Deletion – Automatically remove stored data when uninstalling the plugin to keep your site optimized.
4. Configure Email Notifications – Get alerts when form submissions fail to sync with Freshworks CRM.

Key Features of the Settings Page

• Auto Data Cleanup – Automatically delete plugin-related data when uninstalling to keep your WordPress site clean.
• Custom Error Notifications – Receive email alerts for failed form submissions to CRM.

With these customizable settings, you can fine-tune how your CRM integration works, ensuring optimal performance and reliability.

Benefits of Using This Plugin

• Manage multiple CRM accounts with a simple and intuitive UI.
• View all details in a popup, avoiding the need to navigate between pages.
• Support for custom fields, geolocation fields, and UTM fields.
• Multiple options for handling CRM records: add, update.
• Resync records that failed to sync with CRM.
• Get email notifications for any record that fails to post to CRM.

Support

Need help or have a feature request?

• Contact Support
• Feature Request

Website: https://integrazo.com/
Email: support@integrazo.com

Additional Notes

This plugin is compatible with WordPress multisite installations. Tested rigorously to ensure reliable and efficient CRM integrations.