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Integration for Freshworks CRM with AnyForm

开发者 sherly090
plugcrux
padmadev
更新时间 2025年2月20日 21:56
PHP版本: 7.0 及以上
WordPress版本: 6.7
版权: GPLv2 or later
版权网址: 版权信息

标签

contact form 7 integration gravity forms integration freshworks crm integration freshsales integration elementor form integration wordpress forms integration wpforms integration formidable forms integration freshworks crm contact sync freshworks crm lead capture freshworks crm automation freshworks crm wordpress freshsales wordpress freshworks crm form sync freshsales form sync wordpress to freshworks integration freshworks crm data sync wordpress freshworks connector freshworks crm api integration freshsales api integration

下载

1.0.1 1.0.2 1.0.3 1.0.0

详情介绍:

安装:

  1. Go to Plugins -> Add New in your WordPress admin area.
  2. Search for 'Integrazo'.
  3. Find the plugin and click 'Install Now', then click 'Activate'.
  4. Navigate to the newly added 'Plugin' menu.
  5. Click 'Add Account' to add your account.

屏幕截图:

  • Add Account Popup: Select Service and Data Center.
  • Setup Page: Integrate forms and map fields.
  • Add Integration Popup: Select form, account, and module for field mapping.
  • Error Logs Page: Track and resolve integration errors.
  • Settings Page: Configure plugin preferences like email notifications and data cleanup.

常见问题:

Which WordPress forms does this plugin support?

This plugin seamlessly integrates with multiple WordPress form builders to automate lead capture and sync submissions to Freshworks CRM. The supported forms include:

Need support for additional forms? Submit a request via our Feature Request page or contact us through the Support Form.

How to connect Contact Form 7 with Freshworks CRM?

To set up Contact Form 7 integration with Freshworks CRM, follow these steps:

  • Open the plugin settings and go to the Setup tab
  • Select Contact Form 7 as your form type
  • Choose a Freshworks CRM module (Leads, Contacts, etc.)
  • Map your form fields to Freshworks CRM fields
  • Click Save Integration to enable automatic syncing
Now, all Contact Form 7 form submissions will be automatically sent to Freshworks CRM.

How to integrate WPForms with Freshworks CRM?

To enable WPForms integration with Freshworks CRM, follow these steps:

  • Open the plugin and go to Setup
  • Select WPForms as your form type
  • Choose the Freshworks CRM module (Leads, Contacts, or Tickets)
  • Map your WPForms fields to the Freshworks CRM fields
  • Save the settings to activate real-time WPForms submission sync

Can I sync Elementor Forms with Freshworks CRM?

Yes, Elementor Forms integration with Freshworks CRM is supported. To configure:

  • Open the plugin settings and go to Setup
  • Select Elementor Forms as your form type
  • Map Elementor Forms fields to Freshworks CRM fields
  • Click Save to activate Elementor form submission sync
All Elementor Forms submissions will now be automatically sent to Freshworks CRM.

How does Gravity Forms integrate with Freshworks CRM?

To enable Gravity Forms integration with Freshworks CRM, follow these steps:

  • Navigate to the Setup tab in the plugin
  • Select Gravity Forms as your form type
  • Choose a Freshworks CRM module
  • Map Gravity Forms fields to Freshworks CRM
  • Click Save Integration to activate Gravity Forms automation with Freshworks CRM

What happens if a form submission fails to reach ZFreshworksoho CRM?

If a submission fails, it will be logged in the Error Logs section. You can:

  • View the Freshworks CRM error message
  • Identify the Freshworks API issue causing the failure
  • Use the resync option to retry sending failed records

Does this plugin support advanced field mapping for Freshworks CRM?

Yes, this plugin includes advanced field mapping with custom field support for Freshworks CRM. You can:

  • Map WordPress form fields to Freshworks CRM custom fields
  • Apply dynamic field mapping rules for Freshworks CRM integration
  • Ensure structured data transfer with accurate field matching

Can I send file attachments from WordPress forms to Freshworks CRM?

Yes, file uploads from WordPress forms to Freshworks CRM is supported in the premium version. You can:

  • Send file attachments from Contact Form 7, WPForms, Gravity Forms, Elementor Forms, and Formidable Forms
  • Attach files directly to Freshworks CRM records

Is real-time sync available for Freshworks CRM?

Yes, the plugin enables real-time syncing between WordPress forms and Freshworks CRM to ensure instant lead capturing.

Does this plugin support conditional logic for form submissions?

Yes, this plugin includes conditional logic for Freshworks CRM form automation. You can:

  • Set rules to control when form submissions are sent to Freshworks CRM
  • Apply filters and conditions for lead segmentation

How do I troubleshoot Freshworks CRM integration issues?

If you face issues with Freshworks CRM integration connection, follow these steps:

  • Check your Freshworks API credentials and re-authenticate if needed
  • Verify that form fields are mapped correctly in the integration settings
  • Review the error logs to find failure reasons
  • Ensure your Freshworks API rate limits are not exceeded
  • Contact our Support Team for assistance

Is a Freshworks CRM account required to use this plugin?

Yes, an active Freshworks CRM account is required to sync WordPress forms with Freshworks.

How secure is the data transfer between WordPress and Freshworks?

This plugin follows strong security protocols to protect Freshworks CRM data, including:

  • OAuth 2.0 authentication for secure API access
  • Encrypted API requests to prevent data breaches
  • GDPR compliance for WordPress form security and privacy

更新日志:

1.0.0 1.0.1 1.0.2 1.0.3