Freshworks CRM (Freshsales)
Overview
Advanced Form Integration plugin allows you to integrate any Sender Platform to Freshworks CRM (Freshsales). This plugin allows you to create accounts, contact, and deals with custom fields.
Supported Features
- Create accounts, contacts, and deal with custom field support.
- Add contacts to marketing list.
Obtaining Freshworks CRM API Token
First, save the subdomain and API key in the plugin settings.
- Go to the WordPress admin area, click on AFI, then go to the Settings menu, and turn on the Freshworks CRM option. Finally, click the save button.
- Log in to your CRM account and click your profile icon in the top right corner.
- Go to Personal Settings and then API.
- You’ll see the personal API token or generate a new token if needed. Copy the token.
- Go to the Freshworks CRM tab in AFI Settings.
- Save the API Token.
- Save the subdomain as well. if app url is ‘https://afi.myfreshworks.com’ then afi is the subdomain.
Create A New Integration
After setting up the API connection, you can create a new integration. Click on “Add New” under the AFI menu, and a New Integration page will appear.
Title
A default title will be auto-generated. You can rename it to something memorable & related to the task. It will help you to quickly recognize the correct one when there is multiple integrations setup.
Trigger
Select Correct Form in Form Provider drop-down. Desired Form plugin must be installed and activated otherwise you won’t see it listed. After selecting Correct Form, all forms built under that Form will be fetched and auto-populated in the Form/Task Name drop-down. Select the form that you want to integrate.
Action
Select Freshworks CRM in the platform drop-down.
Map Fields
After selecting the task all account, contact, and deal fields will appear altogether. Now fill in the fields of the item that you want to send. For example, if you need to create the contact only, just fill the contact fields and leave the other fields blank. If you need a contact and a deal, fill in both fields. The deal will be associated with the contact.
Account
To create or update an account, it is essential to map the fields from your form to the corresponding CRM account fields. This ensures that the account information is correctly captured and stored.
Account Name is the name of the organization or entity. This is a required field and must be populated with the information from the form. It serves as the primary identifier for the account.
Contact
Ensure that your form captures all the required contact information. Map these fields from the form to the corresponding fields in your Freshworks CRM, with a focus on the Email Address to ensure that it is correctly captured.
Deal
Map the fields from your form to the corresponding deal fields. If you fill in the account and/or contact fields along with the deal, the deal will automatically be linked to those entities.
Marketing List
You can add a contact to a marketing list easily. First, fill in the contact details, then go to the List option. At the bottom of the field, you’ll see all the available lists along with their IDs. Just enter the ID of the list you want in the input box.
