How to integrate Gravity Forms with Freshworks CRM Easily

Overview

The advanced Form Integration plugin allows you to integrate Gravity Forms with Freshworks CRM. When a user fills out a form on your website, the plugin will send the relevant data to your Freshworks CRM account and create accounts, contacts, and deals.

Supported Features

• Create accounts, contacts, and deals in Freshworks CRM. Custom fields can be added in the AFI Pro version.

Requirements

• The feature requires a Pro license. BUY NOW!
• Make sure that the Pro version of the Advanced Form Integration plugin is installed and activated. You should have got the links in the email after purchase. You can also download it anytime by logging into the user dashboard.
• Read plugin documentation for Gravity Forms and Freshworks CRM. It is not required but helpful for a better understanding.

Set up Freshworks CRM API Connection

Before starting, you are required to set up the Freshworks CRM API connection in plugin settings.

1. Go to the WordPress admin area, and click AFI > Settings.
2. Activate Freshworks CRM and save. Open the Freshworks CRM tab.
3. Login to your Freshworks CRM account, click on the profile picture and select Profile Settings. Click on the API Settings tab and copy the API Key.
4. Paste the key in the API Key input box and click Save Changes.

Create New Integration

Once the API connection is done you can start creating new integration. Click on Add New under the AFI menu, New Integration page will appear.

Title

A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one when there is multiple integrations setup.

Trigger

Select Gravity Forms in the Form Provider dropdown. The Gravity Forms plugin must be installed and activated otherwise you won’t see it list

Action

Select Freshworks CRM PRO in Platform dropdown.

Map Fields

Map Fields section will appear where you’ll be able to determine which fields to send. Map Email, First Name, Last Name, etc. fields with their similar field in sender platform. Finally, click the Save Integration button.

Conditional Logic

Please check the documentation on Conditional Logic .

Frequently asked questions

Troubleshooting

Still need help?

Reach our support team at [email protected]