How to Send FluentCRM Data to Freshdesk

Freshdesk is a helpdesk platform. If you want FluentCRM contact synced to Freshdesk, you could pay for a cloud automation service. Or you could do it directly from WordPress. This is the direct route.

Why not just use Zapier?

For connecting FluentCRM to helpdesk, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with FluentCRM installed and configured.
• A Freshdesk account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Freshdesk to AFI

1. Log in to your Freshdesk account.
2. Go to Profile → API and copy your API Key.
3. In WordPress, go to AFI → Settings → Freshdesk.
4. Enter your domain and API Key, then click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it FluentCRM to Freshdesk.

2. Pick your trigger

Select FluentCRM as the form provider. AFI fires when a contact submits a form or a tag is applied, giving you access to contact name, email, phone, tags, and custom field values.

3. Select Freshdesk as the destination

Choose Freshdesk from the platform dropdown and pick Create Ticket. This creates a support ticket in Freshdesk.

4. Map fields

Match each Freshdesk field on the left to the corresponding FluentCRM field on the right. Common mappings include contact name, email, phone, tags, and custom field values. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in FluentCRM. Check Freshdesk to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps subject, description, email, and name to Freshdesk with unlimited records. Pro adds custom field mapping and priority settings. No per-record fees on any plan.

Frequently asked questions

Which FluentCRM events trigger the integration?

AFI fires when a contact submits a form or a tag is applied. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect FluentCRM to Freshdesk in minutes.