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Gravity Forms

Gravity Forms: : Easily add Contacts and Leads into Freshsales CRM when people submit a Gravity Form on your site.
Free
OverviewHow to install?
- Easily integrate Gravity Forms form to Freshsales CRM Contacts - Easily integrate Gravity Forms form to Freshsales CRM Leads - Integrated Gravity Forms form can automatically add your site new form data to Freshsales CRM Contacts - Integrated Gravity Forms form can automatically add your site new form data to Freshsales CRM Leads - Easily map your Gravity Forms form fields to Freshsales CRM Contacts and Leads fields - Also, support Freshsales CRM custom fields. - Making customer relationship management simple - Integrate unlimited Gravity Forms
Gravity Forms – Freshsales CRM Integration Guide 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. Configuration - Go to ‘Admin’ -> ‘GF – 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. Integration - Go to ‘Admin’ -> ‘GF – Freshsales’ -> ‘Integration’. - You can see list of Gravity Forms 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.

App Info

Published by Obtaincode
about over 5 years ago

Works with

Supported for

Categories

CRM, Sales & Marketing  Data Sync & Migration

Other Resources

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