Plugin / WordPress to Freshsales Integration
codup.io
Description
Description
This plugin enables functionality to send and store your Contact Form 7 , Gravity Form & Formidable 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 , Gravity Form or Formidable Form Fields will drop in your configured Freshsales account as Lead. For Freshsales Terms of Service please visit: Terms of Services
Prerequisite
- Contact Form 7 , Gravity Form or Formidable 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 , Gravity Form Plugin & Formidable Form.
- 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 , GF or Formidable Form and Freshsales Mapping, create a new form using CF7 , GF or Formidable Form.
- Goto “Freshsales” tab and enable the checkbox.
- After enabling you can map the fields of CF7 , Gravity Form or Formidable Form and Freshsales accordingly.
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The plugin hasn't been transalated in any language other than English.
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