Gravity Forms – Freshsales CRM Integration Guide

Installation

WordPress Dashboard
  • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’.
  • Click on ‘Upload Plugin’.
  • Upload plugin zip.
  • Activate plugin.
FTP, SFTP, SCP etc…
  • Unzip plugin zip.
  • Upload the unzip plugin folder to your ‘/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…).
  • Activate plugin.

Configuration

  • Go to ‘Admin’ -> ‘GF – Freshsales’ -> ‘Configuration’.
  • Instance URL: Add your Freshsales instance URL. Like https://{your domain}.freshsales.io/
  • API Key: Add your Freshsales API key. The guide is below:
    • Log in to Freshsales CRM account.
    • Click on your “Profile Picture” and select “Settings”.
    • Click on the “API Settings” tab.
    • You can find the API key provided to you in the field Your API key.
  • Click on ‘Save’ button.

Integration

  • Go to ‘Admin’ -> ‘GF – Freshsales’ -> ‘Integration’.
  • You can see list of Gravity Forms forms.
  • Click on edit form icon which you want to integrate form.
  • Select a module you want to integrate with current form.
  • Click on ‘Filter’ button to filter module fields.
  • Check ‘Freshsales CRM Integration?’ checkbox if you want to integrate Freshsales CRM.
  • Map fields which you want to map.
  • Click on ‘Save’ button to map fields.
  • Note: Map fields which is creatable in Freshsales CRM module.