前言介紹
- 這款 WordPress 外掛「Integration for Freshsales – Contact Form 7, WPForms, Elementor, Gravity Forms and More」是 2024-12-14 上架。
- 目前有 20 個安裝啟用數。
- 上一次更新是 2026-01-24，距離現在已有 33 天。
- 外掛最低要求 WordPress 6.0 以上版本才可以安裝。
- 外掛要求網站主機運作至少需要 PHP 版本 7.4 以上。
- 尚未有人給過這款外掛評分。
- 還沒有人在論壇上發問，可能目前使用數不多，還沒有什麼大問題。
外掛協作開發者
padmadev | plugcrux | integrazo |
外掛標籤
WPForms | contact form 7 | freshworks crm | elementor forms | freshsales crm integration |
內容簡介
總結：Freshworks CRM Integration with Any Form 是一個強大的WordPress外掛程式，可讓您無縫整合熱門表單外掛程式與 Freshworks CRM。用戶可以輕鬆將表單提交映射到CRM欄位，並管理多個帳戶。
問題與答案：
1. 這個WordPress外掛程式的主要功能是什麼？
- 主要功能是讓使用者能夠無縫地將熱門表單外掛程式與Freshworks CRM整合，並將表單提交映射到CRM欄位。
2. 這個外掛程式支援哪些主要的WordPress表單外掛程式？
- 這個外掛程式支援 Contact Form 7、Gravity Forms、WPForms、Elementor Forms 和Formidable Forms。
3. 如何處理錯誤日誌和同步問題？
- 使用者可以在Error Logs Page查看詳細的錯誤日誌，並透過單一點擊解決同步問題。
4. 如何設定自動刪除插件資料？
- 使用者可以在Settings Page啟用或停用自動刪除插件資料的設定。
5. 如果需要支援其他表單外掛程式，應該怎麼辦？
- 如果需要支援其他表單外掛程式，請聯繫他們的支援團隊。
原文外掛簡介
This plugin sends form submissions from Contact Form 7, WPForms, Elementor Forms, Gravity Forms, and Formidable Forms to Freshsales CRM (by Freshworks).
When a user submits a form, the plugin can create or update records (such as Leads or Contacts) in your Freshsales CRM account. This helps reduce manual data entry and keeps your Freshsales CRM data in sync with your website forms.
Supported form plugins:
Contact Form 7
WPForms
Elementor Forms
Gravity Forms
Formidable Forms
Authentication
To connect your Freshsales CRM account:
Go to the Accounts page in the plugin.
Click Add Account.
Enter an identifiable account name (for example, “Main Freshsales CRM Account”).
Enter your Freshsales CRM instance URL (for example, https://yourcompany.freshsales.io).
Enter your Freshsales API key from your Freshsales account settings.
Click Save Account.
After saving, the account will be listed on the Accounts page.
Add Integration
To create a new integration:
Go to the Setup page.
Click Add Integration.
Enter an integration name (for example, “Lead Capture Form”).
Select the form type (Contact Form 7, WPForms, Elementor, Gravity Forms, or Formidable).
Choose the connected Freshsales CRM account.
Select the Freshsales CRM module where records should be created (for example, Leads, Contacts, Deals).
Map form fields to Freshsales CRM fields in the field mapping section.
Optionally map additional fields such as phone, company, custom fields, or attachments (where supported).
Use the filter criteria section to apply conditions (for example, sync only if a checkbox is selected).
Click Save Mapping.
Logs
The plugin provides a logs section to review how data is being sent to Freshsales CRM.
Open the Logs page to see a list of submissions and their statuses.
Typical statuses include:
SUCCESS – record created or updated successfully.
RECORD_FAILED – record not created due to an error (for example, missing required fields).
Additional options:
Filter logs by integration, status, or date range.
Open the log details view to see the full request, response, and error messages.
Resync or delete individual records, or use bulk actions where available.
Settings
Global settings can be managed from the Settings page:
Delete data on uninstall – when enabled, plugin data will be removed when the plugin is deleted from WordPress.
Error email notification – enable or disable email notifications when a record fails.
Notification emails – specify one or more email addresses (comma-separated) to receive error notifications.
Email subject – set the subject line for error notification emails.
Privacy and Data Handling
Form submission data is sent from your WordPress site to Freshsales CRM via their API.
The plugin does not send data to any third-party service other than the configured Freshsales CRM instance.
Free and Paid Features
The plugin is available in a free version with optional paid features.
Free version includes:
Connect up to 2 Freshsales CRM accounts
Connect up to 2 forms
Support for standard fields and basic field mapping
Custom value support
System fields mapping (where supported)
Error log view and basic management
Email notifications for failed records
No daily record limit enforced by the plugin
Paid version adds:
Unlimited account connections (subject to Freshsales CRM limits)
Unlimited form connections
Premium field support
Custom field mapping
Extended resync options and log handling
Upgrade now: https://integrazo.com/products/freshworks-crm-integration-with-any-form
Features Overview
Connect Freshsales CRM to supported form plugins
Configure multiple Freshsales CRM accounts and modules
Map form fields to Freshsales CRM fields, including custom fields
Real-time syncing of form submissions to Freshsales CRM
Optional conditional logic to control when records are created or updated
Activity logs with status and error details
Resync options for failed records
Optional email notifications for errors
Settings to control data removal on uninstall
Support
Need help or have a feature request?
https://integrazo.com/pages/contact?utm_source=readme&utm_medium=support_link&utm_campaign=freshworks_integration
https://integrazo.com/pages/request-feature?utm_source=readme&utm_medium=feature_link&utm_campaign=freshworks_integration
Website: https://integrazo.com/
Email: [email protected]
Additional Notes
This plugin is compatible with WordPress multisite installations and has been tested with recent WordPress versions.
各版本下載點
- 方法一：點下方版本號的連結下載 ZIP 檔案後，登入網站後台左側選單「外掛」的「安裝外掛」，然後選擇上方的「上傳外掛」，把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
- 方法二：透過「安裝外掛」的畫面右方搜尋功能，搜尋外掛名稱「Integration for Freshsales – Contact Form 7, WPForms, Elementor, Gravity Forms and More」來進行安裝。
（建議使用方法二，確保安裝的版本符合當前運作的 WordPress 環境。
1.0.0 | 1.0.1 | 1.0.2 | 1.0.3 | 1.0.4 | 1.0.5 | 1.0.6 | 1.0.7 | 1.0.8 | 1.0.9 | trunk | 1.0.10 | 1.0.11 | 1.0.12 | 1.0.13 |
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