How to Send Contact Form 7 Submissions to Freshworks CRM

Freshworks CRM (formerly Freshsales) is an AI-powered CRM with built-in phone, email, and behavior tracking.

Every time someone fills out your form, that data should land in your Freshworks CRM account without anyone copying and pasting. This guide walks through setting that up with Contact Form 7 and Advanced Form Integration, no code required.

Why not just use Zapier?

For a single form-to-CRM connection on WordPress, a general automation cloud is more cost and more moving parts than you need. Advanced Form Integration runs on your own site, so there is no task meter, no monthly bill that grows with your traffic, and your data does not pass through an outside service.

What you will need

• A WordPress site with Contact Form 7 installed and at least one form.
• A Freshworks CRM account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Freshworks CRM to AFI

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

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Give it a name that helps you identify it later, like Contact Form to Freshworks CRM.

2. Choose your trigger

Select Contact Form 7 as the form provider. Pick the specific form you want to connect. AFI reads the form fields automatically.

3. Choose Freshworks CRM as the action

Select Freshworks CRM from the platform dropdown, then pick Create Contact. This creates a contact in Freshworks CRM.

4. Map your fields

For each Freshworks CRM field on the left, choose the matching Contact Form 7 field on the right. Map email to email, name to name, and so on. You can also add static text or dynamic tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

Want to send only certain submissions? Add a conditional logic rule. For example, only create a contact when the form includes a valid email address, or route different form values to different Freshworks CRM lists.

6. Save and test

Hit Save Integration. Submit a test entry on your Contact Form 7 form. Check Freshworks CRM to confirm the data arrived. If something is off, open AFI → Log to see the exact request and response.

Free vs Pro

The free version handles name, email, and phone with unlimited submissions. The Pro upgrade unlocks custom field mapping and deal creation. There are no per-submission fees on any plan.

Frequently asked questions

Will this slow down my Contact Form 7 form?

No. AFI processes the data asynchronously after the form submission completes. The visitor sees the normal success message with no delay.

Can I connect multiple forms to Freshworks CRM?

Yes. Create a separate integration for each form. You can also send one form to multiple platforms by stacking integrations.

What happens if Freshworks CRM is temporarily unavailable?

AFI queues the data in the background and retries. You can also manually resend from the log if needed.

Get started

Install Advanced Form Integration free from WordPress.org and connect Contact Form 7 to Freshworks CRM in five minutes. No code, no Zapier, no per-task fees.