How to integrate Contact Form 7 with Freshworks CRM Easily

Overview

The advanced Form Integration plugin allows you to integrate Contact Form 7 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

• Make sure that the Advanced Form Integration plugin is installed and activated.
• The feature is supported under the free license so no payment is needed. Enjoy!
• Read plugin documentation for Contact Form 7 and Freshworks CRM. It is not required but helpful for 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. Go to your Freshworks CRM account. Then Go to My webinars, click ADVANCED menu of any listed webinar, go to API custom integration and copy API Key.
4. Paste the key in the Private 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 Contact Form 7 in the Form Provider dropdown. Contact Form 7 plugin must be installed and activated otherwise you won’t see it listed. After selecting Contact Form 7, all forms built under it will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.

Action

Select Freshworks CRM in the Platform dropdown.

Map Fields

The 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 similar fields in the 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]