內容簡介
此外掛可將來自 Contact Form 7、WPForms、Elementor Forms、Gravity Forms 和 Formidable Forms 的表單提交資料傳送至 Freshsales CRM。透過自動化資料更新，減少手動輸入，確保網站表單資料與 Freshsales CRM 的同步。
【主要功能】
• 支援多種表單外掛整合
• 自動創建或更新 Freshsales CRM 紀錄
• 提供詳細的資料傳送日誌
• 自訂欄位對應以符合需求
• 條件篩選以控制資料同步
外掛標籤
開發者團隊
② 後台搜尋「Integration for Freshsales – Contact Form 7, WPForms, Elementor, Gravity Forms and More」→ 直接安裝（推薦）
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.
