Overview

The advanced Form Integration plugin allows you to integrate weForms 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.

weforms - forms
2 Sample Contact Forms

Supported Features

  • Create accounts, contacts, and deals in Freshworks CRM. Custom fields can be added in the AFI Pro version.

Requirements

  • The feature requires a Pro license. BUY NOW!
  • Make sure that the Pro version of the Advanced Form Integration plugin is installed and activated. You should have got the links in the email after purchase. You can also download it anytime by logging into the user dashboard.
  • Read plugin documentation for weForms and Freshworks CRM. It is not required but helpful for a 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. Login to your Freshworks CRM account, click on the profile picture and select Profile Settings. Click on the API Settings tab and copy the API Key.
  4. Paste the key in the API 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 weForms in the Form Provider dropdown. The weForms plugin must be installed and activated otherwise you won’t see it list

weforms - form list
weForms – Trigger setup

Action

Select Freshworks CRM in Platform dropdown.

Freshworks CRM
Freshworks CRM – Action

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.

Freshworks CRM – Map fields

Conditional Logic

Please check the documentation on Conditional Logic.

Frequently asked questions

Troubleshooting

Still, need help?

Reach our support team at [email protected]

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