WordPress to Freshsales Integration

Beskrivning

This plugin enables functionality to send and store your Contact Form 7, Formidable Form & Gravity Form entries into freshsales leads in real time.

What is Freshsales?

Freshsales is a CRM which lets you create or manage leads in efficient and scalable way. For more details visit: Freshsales CRM

Note:

This plugin is using Freshsales for integration. After enabling, all the submissions from WP Contact form 7, Formidable Form or Gravity Form will drop in your configured Freshsales account as Lead. For Freshsales Terms of Service please visit: Terms of Services .

Prerequisite

• Contact Form 7, Formidable Form or Gravity Form
• Freshsales Account

Installation/Configuration

• In your WordPress admin panel, go to Plugins > New Plugin, search for WordPress to Freshsales Integration click ”Install now”
• Activate the Plugin.
• Also Install and activate Contact Form 7, Formidable Form or Gravity Form Plugin.
• Go to ”Freshsales Integration” option on left side of WordPress.
• Here you have to enter freshsales API key and domain and click on ”Save Changes”.
• Now for CF7, Formidable Form or Gravity Form and Freshsales Mapping, create a new form using CF7, Formidable Form or GF.
• Goto ”Freshsales” tab and enable the checkbox.
• After enabling you can map the fields of CF7, Formidable Form & Gravity Form to Freshsales accordingly.