Integration for Freshsales CRM

This plugin sends form submissions from Contact Form 7, WPForms, Elementor Forms, Gravity Forms, and Formidable Forms to Freshsales CRM (by Freshworks).

When a user submits a form, the plugin can create or update records (such as Leads or Contacts) in your Freshsales CRM account. This helps reduce manual data entry and keeps your Freshsales CRM data in sync with your website forms.

Supported form plugins:

• Contact Form 7
• WPForms
• Elementor Forms
• Gravity Forms
• Formidable Forms

Authentication

To connect your Freshsales CRM account:

1. Go to the Accounts page in the plugin.
2. Click Add Account.
3. Enter an identifiable account name (for example, “Main Freshsales CRM Account”).
4. Enter your Freshsales CRM instance URL (for example, https://yourcompany.freshsales.io).
5. Enter your Freshsales API key from your Freshsales account settings.
6. Click Save Account.
7. After saving, the account will be listed on the Accounts page.

Add Integration

To create a new integration:

1. Go to the Setup page.
2. Click Add Integration.
3. Enter an integration name (for example, “Lead Capture Form”).
4. Select the form type (Contact Form 7, WPForms, Elementor, Gravity Forms, or Formidable).
5. Choose the connected Freshsales CRM account.
6. Select the Freshsales CRM module where records should be created (for example, Leads, Contacts, Deals).
7. Map form fields to Freshsales CRM fields in the field mapping section.
8. Optionally map additional fields such as phone, company, custom fields, or attachments (where supported).
9. Use the filter criteria section to apply conditions (for example, sync only if a checkbox is selected).
10. Click Save Mapping.

Logs

The plugin provides a logs section to review how data is being sent to Freshsales CRM.

• Open the Logs page to see a list of submissions and their statuses.
• Typical statuses include:
  • SUCCESS – record created or updated successfully.
  • RECORD_FAILED – record not created due to an error (for example, missing required fields).

Additional options:

• Filter logs by integration, status, or date range.
• Open the log details view to see the full request, response, and error messages.
• Resync or delete individual records, or use bulk actions where available.

Settings

Global settings can be managed from the Settings page:

• Delete data on uninstall – when enabled, plugin data will be removed when the plugin is deleted from WordPress.
• Error email notification – enable or disable email notifications when a record fails.
• Notification emails – specify one or more email addresses (comma-separated) to receive error notifications.
• Email subject – set the subject line for error notification emails.

Privacy and Data Handling

• Form submission data is sent from your WordPress site to Freshsales CRM via their API.
• The plugin does not send data to any third-party service other than the configured Freshsales CRM instance.

Free and Paid Features

The plugin is available in a free version with optional paid features.

Free version includes:

• Connect up to 2 Freshsales CRM accounts
• Connect up to 2 forms
• Support for standard fields and basic field mapping
• Custom value support
• System fields mapping (where supported)
• Error log view and basic management
• Email notifications for failed records
• No daily record limit enforced by the plugin

Paid version adds:

• Unlimited account connections (subject to Freshsales CRM limits)
• Unlimited form connections
• Premium field support
• Custom field mapping
• Extended resync options and log handling

Upgrade now: https://integrazo.com/products/freshworks-crm-integration-with-any-form

Features Overview

• Connect Freshsales CRM to supported form plugins
• Configure multiple Freshsales CRM accounts and modules
• Map form fields to Freshsales CRM fields, including custom fields
• Real-time syncing of form submissions to Freshsales CRM
• Optional conditional logic to control when records are created or updated
• Activity logs with status and error details
• Resync options for failed records
• Optional email notifications for errors
• Settings to control data removal on uninstall

Support

Need help or have a feature request?

• https://integrazo.com/pages/contact?utm_source=readme&utm_medium=support_link&utm_campaign=freshworks_integration
• https://integrazo.com/pages/request-feature?utm_source=readme&utm_medium=feature_link&utm_campaign=freshworks_integration

Website: https://integrazo.com/
Email: [email protected]

Additional Notes

This plugin is compatible with WordPress multisite installations and has been tested with recent WordPress versions.

Automatic installation
1. Go to Plugins > Add New in your WordPress dashboard.
2. In the search bar, type Integrazo and locate this plugin.
3. Click Install and then Activate.
4. Go to the plugin settings to connect your Freshsales CRM account and start syncing.

Manual installation
1. Upload the plugin ZIP file via Plugins > Add New > Upload Plugin.
2. Activate the plugin.
3. Go to the plugin settings and complete the setup.

1. 

   Connect Account

2. 

   Map Fields

3. 

   Detailed Logs

4. 

   Settings Page

1.0.10

• Updated: Readme file revised to follow WordPress.org guidelines.
• Updated: Description, tags, and sections simplified for clarity and compliance.

1.0.9

• Changed: Elementor Forms integration flow updated for smoother setup
• Improved: Better results and reliability when mapping Elementor form fields

1.0.8

• Added: New FAQ about disabling specific integrations
• Fixed: All error notices shown by WP error log or debug mode
• Checked: Plugin tested with latest WordPress 6.8 and works fine

1.0.7

Fixed: Elementor Forms field-loading issue

1.0.6

Added: Improved validation and sanitization
Fixed: Fixed issue causing a blank page when selecting a list

1.0.5

• Added: Compatibility with WordPress 6.8
• Fixed: Removed unnecessary use of $wpdb->prepare() for static table names
• Fixed: i18n violation by removing empty __() string in get_columns()

1.0.4

• Added: Copy-paste option for predefined field values (select, radio, multi-select fields)
• Added: Review section
• Added: Detailed documentation

1.0.3

• Improved: Security validation for plugin page URLs in the account section
• Added: Additional Frequently Asked Questions (FAQs)
• Updated: Refined and expanded documentation

1.0.2

• Improved: Code parameter handling
• Removed: Error Log module

1.0.1

• Enhanced: Security measures to align with WordPress guidelines
• Improved: Multisite compatibility for seamless integration

1.0.0

• Initial Release:
  • Support for Contact Form 7, Gravity Forms, WPForms, Elementor Forms, and Formidable Forms
  • Error logging and resync features
  • Email notifications for integration failures