How to Send Dokan Data to Freshsales
Freshsales is a CRM that helps you manage contacts and track interactions. Every Dokan vendor record should flow into Freshsales automatically. This guide shows how to set that up in five minutes.
The direct approach
AFI delivers vendor data straight from WordPress to Freshsales. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.
What you will need
- A WordPress site with Dokan installed and configured.
- A Freshsales account.
- The Advanced Form Integration plugin (free from WordPress.org).
Connect Freshsales to AFI
- Log in to your Freshsales account.
- Copy your Subdomain and API Key.
- In WordPress, go to AFI → Settings → Freshsales.
- Enter the credentials and click Save.
Setting up the integration
1. Create a new integration
Go to AFI → Add New. Name it Dokan to Freshsales.
2. Pick your trigger
Select Dokan as the form provider. AFI fires when a vendor registers or a product is submitted, giving you access to vendor name, email, store name, product title, and store category.
3. Select Freshsales as the destination
Choose Freshsales from the platform dropdown and pick Create Lead. This creates a lead in Freshsales.
4. Map fields
Match each Freshsales field on the left to the corresponding Dokan field on the right. Common mappings include vendor name, email, store name, product title, and store category. 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 Dokan. Check Freshsales 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 name, email, and phone to Freshsales with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.
Frequently asked questions
Which Dokan events trigger the integration?
AFI fires when a vendor registers or a product is submitted. 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 Dokan to Freshsales in minutes.
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