- Easily integrate Contact Form 7 form to Freshsales CRM Contacts
- Easily integrate Contact Form 7 form to Freshsales CRM Leads
- Integrated Contact Form 7 form can automatically add your site new form data to Freshsales CRM Contacts
- Integrated Contact Form 7 form can automatically add your site new form data to Freshsales CRM Leads
- Easily map your Contact Form 7 form fields to Freshsales CRM Contacts and Leads fields
- Also, support Freshsales CRM custom fields.
- Making customer relationship management simple
- Integrate unlimited Contact Form 7 forms
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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.
- Go to ‘Admin’ -> ‘CF7 – 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.
- Go to ‘Admin’ -> ‘CF7 – Freshsales’ -> ‘Integration’.
- You can see list of Contact Form 7 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.
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