The Integration for Freshsales CRM plugin seamlessly integrates Contact Form 7, WPForms, Elementor Forms, Gravity Forms, and Formidable Forms with Freshsales CRM.
It automatically creates leads, contacts, or records and syncs form submissions to your Freshsales CRM account in real time, helping you manage customer data efficiently.
Helpful Resources
?? Video Tutorial | ?? Contact Support | ?? Request Feature | ?? Official Website | ?? Upgrade to Pro
Supported Form Builders:
– Contact Form 7
– WPForms
– Elementor Forms
– Gravity Forms
– Formidable Forms
Authentication
- Navigate to the Accounts page in the plugin.
- Click the Add Account button — a popup will appear.
- Enter a meaningful Account Name (e.g., “Main Freshsales CRM Account”).
- Enter your Freshsales CRM Instance URL (e.g., https://yourcompany.freshsales.io).
- Enter your Freshsales API Key (found in your Freshsales account settings).
- Click Save Account to store your credentials securely.
- The account will now appear in the list and can be used in integrations.
Add Integration
- Go to the Setup page to configure new integrations.
- Click the Add Integration button to open the setup popup.
- Enter an Integration Name (e.g., “Lead Capture Form”).
- Select the Form you want to connect (e.g., Contact Form 7, WPForms, Elementor).
- Choose the Freshsales CRM Account you connected earlier.
- Select the Module in Freshsales CRM where records should be created (e.g., Leads, Contacts, Deals).
- Map form fields to Freshsales CRM fields in the Field Mapping section (e.g., map “your-email” “Email,” “your-name” “Full Name”).
- Optionally map additional fields like phone, company, custom fields, or attachments.
- Use the Filter Criteria section to apply conditional logic (e.g., sync only if a certain checkbox is selected).
- Click Save Mapping to save the integration.
Logs
- Go to the Logs page to view all activity — you’ll see a list of submissions, their statuses, and messages. Status types include: SUCCESS Record created successfully, RECORD_FAILED Sync failed (e.g., missing required fields).
- You can Resync, Delete, or perform Bulk Actions on records.
- Use filters like Integration, Status, and Time Range to narrow results.
- Click the Log Details icon to view full error details, form data, and Freshsales API responses.
Settings
- Go to the Settings page to manage global plugin settings.
- Enable Delete Data on Uninstall to remove all plugin data when uninstalled.
- Enable Error Email Notification to receive alerts for failed records.
- Enter Email Addresses (comma-separated) for notifications.
- Set a Subject Line for notification emails (e.g., “Freshsales CRM Sync Error”).
- Click Save Settings to apply.
Upgrade to Pro
Unlock the full power of the Freshsales CRM Integration plugin with the Premium Version!
The free version helps you get started, but the premium upgrade provides advanced tools, unlimited connections, and enhanced automation — perfect for growing businesses and agencies.
Premium Features at a Glance:
- Account Connection Limit: Free – 2 accounts | Premium – Unlimited accounts
- Form Connection Limit: Free – 2 forms | Premium – Unlimited forms
- Supported Form Types: All form types supported in both free and premium
- Premium Fields Support: Premium only
- Custom Fields Mapping: Premium only
- Custom Value Support: Available in both free and premium
- System Fields Mapping: Available in both free and premium
- Note Field Integration: Available in both free and premium
- Error Log Resync: Premium only
- Error Email Notifications: Available in both free and premium
- Daily Record Processing Limit: Unlimited in both free and premium
?? Upgrade Now: Upgrade to Premium
Supported Products
Currently Supported Integrations
- Contact Form 7 to Zoho CRM
- WPForms to Zoho CRM
- Gravity Forms to Zoho CRM
- Elementor Forms to Zoho CRM
- Formidable Forms to Zoho CRM
- Contact Form 7 to Zoho Bigin
- WPForms to Zoho Bigin
- Gravity Forms to Zoho Bigin
- Elementor Forms to Zoho Bigin
- Formidable Forms to Zoho Bigin
- Contact Form 7 to Zoho Campaigns
- WPForms to Zoho Campaigns
- Gravity Forms to Zoho Campaigns
- Elementor Forms to Zoho Campaigns
- Formidable Forms to Zoho Campaigns
- Contact Form 7 to Zoho Desk
- WPForms to Zoho Desk
- Gravity Forms to Zoho Desk
- Elementor Forms to Zoho Desk
- Formidable Forms to Zoho Desk
- Contact Form 7 to Mailchimp
- WPForms to Mailchimp
- Gravity Forms to Mailchimp
- Elementor Forms to Mailchimp
- Formidable Forms to Mailchimp
- Contact Form 7 to HubSpot CRM
- WPForms to HubSpot CRM
- Gravity Forms to HubSpot CRM
- Elementor Forms to HubSpot CRM
- Formidable Forms to HubSpot CRM
- Contact Form 7 to Freshsales CRM
- WPForms to Freshsales CRM
- Gravity Forms to Freshsales CRM
- Elementor Forms to Freshsales CRM
- Formidable Forms to Freshsales CRM
Video Tutorials
- Contact Form 7 Zoho CRM
- WPForms Zoho CRM
- Gravity Forms Zoho CRM
- Elementor Forms Zoho CRM
- Formidable Forms Zoho CRM
- Contact Form 7 Zoho Bigin
- WPForms Zoho Bigin
- Gravity Forms Zoho Bigin
- Elementor Forms Zoho Bigin
- Formidable Forms Zoho Bigin
- Contact Form 7 Zoho Campaigns
- WPForms Zoho Campaigns
- Gravity Forms Zoho Campaigns
- Elementor Forms Zoho Campaigns
- Formidable Forms Zoho Campaigns
- Contact Form 7 Zoho Desk
- WPForms Zoho Desk
- Gravity Forms Zoho Desk
- Elementor Forms Zoho Desk
- Formidable Forms Zoho Desk
- Contact Form 7 Mailchimp
- WPForms Mailchimp
- Gravity Forms Mailchimp
- Elementor Forms Mailchimp
- Formidable Forms Mailchimp
- Contact Form 7 HubSpot CRM
- WPForms HubSpot CRM
- Gravity Forms HubSpot CRM
- Elementor Forms HubSpot CRM
- Formidable Forms HubSpot CRM
- Contact Form 7 Freshsales CRM
- WPForms Freshsales CRM
- Gravity Forms Freshsales CRM
- Elementor Forms Freshsales CRM
- Formidable Forms Freshsales CRM
Features Overview
- Easy setup with a step-by-step wizard
- Supports multiple Freshsales CRM accounts and modules
- Real-time syncing of form submissions to Freshsales CRM
- Advanced field mapping, including custom fields
- Conditional logic to control when records are created
- Detailed activity logs with error handling and resync options
- GDPR-compliant data handling and secure API authentication
- Email notifications for integration errors
- Unlimited accounts and forms
Benefits
- Boost CRM Efficiency: Automatically create records without manual entry
- Save Time: Automate lead/contact creation and reduce manual work
- Increase Sales Accuracy: Route records accurately with precise field mapping
- Stay Compliant: Manage customer data securely with GDPR-ready practices
Who Should Use This Plugin?
- Bloggers and small businesses who want to automate lead or contact creation
- Agencies managing multiple client websites and CRM accounts
- eCommerce websites using WordPress and Freshsales CRM for customer management
- Developers building custom integrations with Freshsales CRM
- Anyone looking to improve and streamline CRM workflows
Roadmap
- Integration with more form plugins (Ninja Forms, Fluent Forms, etc.)
- Enhanced reporting and analytics dashboard
- Webhook support for custom integrations
- AI-driven lead scoring and categorization
- Multilingual support and improved translations
Privacy & GDPR
- No personal data is stored locally; all data is passed directly to Freshsales CRM (by Freshworks) via their secure API.
Support
Need help or have a feature request?
Website: https://integrazo.com/
Email: support@integrazo.com
Additional Notes
This plugin is compatible with WordPress multisite installations. Tested rigorously to ensure reliable and efficient CRM integrations.
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