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Plugin Description
Freshworks CRM Integration with Any Form is a powerful WordPress plugin that allows you to seamlessly integrate popular form plugins with Freshworks CRM. Users can map form submissions to CRM fields effortlessly and manage multiple accounts.
Note: We currently support Freshsales Suite.
Key Features
- Multiple Account Support: Add, edit, or delete multiple Freshworks CRM accounts.
- Form Integration: Supports major WordPress form plugins:
- Contact Form 7
- Gravity Forms
- WPForms
- Elementor Forms
- Formidable Forms
Need support for another form plugin? Contact us!
- Easy Form Field Mapping: Map form fields to Freshworks CRM fields.
- CRM Module Selection: Choose the appropriate CRM module like Leads, Contacts, etc.
- Error Logging: View detailed error logs and resolve sync issues with a single click.
- Email Notifications: Receive email notifications for error logs.
- Data Management: Option to delete plugin data upon uninstallation.
Usage
= Accounts Page =
* Add, edit, or delete Freshworks CRM accounts.
* Enter the Account Name, Instance URL, and API Key.
Setup Page
- Add Integration: Integrate supported forms (Contact Form 7, Gravity Forms, WPForms, etc.) with Freshworks CRM.
- Select Form: Choose the form you want to connect.
- Select Account: Choose the connected Freshworks CRM account.
- Select Module: Map form submissions to a CRM module like Leads, Contacts, etc.
- Field Mapping: Map form fields to CRM fields for seamless data transfer.
Note: If you require additional form plugin support, please contact us!
Error Logs Page
- View and manage error logs.
- Options include:
- Delete All Error Logs
- Resync failed integrations
Settings Page
- Delete Data on Uninstall: Enable or disable automatic data deletion.
- Error Email Notifications: Configure email addresses to receive error notifications.
Support
For any issues, suggestions, or feature requests, please contact us via our website or email.
Website: https://integrazo.com/
Email: support@integrazo.com
Screenshots
Accounts Page – Add and manage Freshworks CRM accounts.
Add Account Popup – Enter Instance URL and API Key.
Setup Page – Integrate forms and map fields.
Add Integration Popup – Select form, account, module, and map fields.
Error Logs Page – View and resolve error logs.
Settings Page – Configure plugin settings like notifications.
