Gravity Forms - Freshworks CRM (formerly Freshsales) Integration

Gravity Forms - Freshworks CRM (formerly Freshsales) Integration
Gravity Forms - Freshworks CRM (formerly Freshsales) Integration
Support Documentation

The Gravity Forms – Freshworks CRM Integration plugin allows you to connect WordPress Gravity Forms with Freshworks CRM. To automatically add or update form submissions in your Freshworks CRM account, simply integrate your forms with Freshworks CRM Contacts.

Features

  • Easily integrate your Gravity Forms form with Freshworks CRM Contact.
  • Integrated Gravity Forms form can automatically add or update your site new form submissions to your Freshworks CRM Contact.
  • Easily map your Gravity Forms form fields to your Freshworks CRM Contact fields.
  • Action Event option: ‘Create Module Record’ or ‘Create/Update Module Record’.
  • Supports Freshworks CRM Custom Fields (Number, DropDown, MultiSelect, Date, Email, Text, etc.).
  • Supports Gravity Forms form ‘File Attachments’ and uploads them to your Freshworks CRM ‘Files’.
  • Supports ‘Recent note’ field of Freshworks CRM ‘Notes’.
  • Supports ‘Relationship’ field (Sales owner) of Freshworks CRM Module.
  • ‘Freshworks CRM Module Field’ dropdown fields sorted in alphabetical order.
  • Section for viewing Freshworks CRM API error logs.
  • API Error Notification option to send Freshworks CRM API errors to a specified email address.
  • Integrate unlimited Gravity Forms forms.

Note: Our plugin is not compatible with the Freshworks CRM Free plan, as that plan does not include API access.

Author Ratings & Reviews

Changelog

1.6.0 - Improved file upload functionality. 1.5.0 - Maintenance release. 1.4.0 - Feature - Added "Ignore spam entry?" option. 1.3.0 - Maintenance release. 1.2.0 - Security release. 1.1.0 - Added support for Freshworks CRM and Freshsales CRM. 1.0.0 - Initial release.