FSales + GForms CRM

Description

Integrate Gravity Forms with Freshsales CRM to automatically create or update leads, contacts.

Features

  1. Can create or update leads

    1. Create Lead by Email ( Allow Duplicates )
    2. Create or Update lead by Email
    3. Create or Update lead by Mobile Number
    4. Create or Update lead if Email or Mobile Number exists
  2. Can create or update contacts

    1. Create or Update Contact by Email
    2. Create or Update Contact by Mobile Number
    3. Create or Update Contact if Email or Mobile Number exists

We are adding gravity form note for entries and keeps the status of API call whether its success or failure.

Screenshots

Installation

  1. Install and Activate FSales + GForms CRM plugin
  2. Install and Activate dependency plugin Gravity Forms.
  3. Go to Gravity Forms Settings > Freshsales CRM tab.
  4. Enable the addon and Paste your following details:
    1. CRM Domain
      Note: Eg. If your domain is \”domain.freshsales.io\” then only enter \”domain\”.
    2. CRM API Key

FAQ

How to get Freshsales CRM API key?

Steps to get API Key
1. Login to your freshsales CRM account
2. Click on your Profile icon at Menu > Settings > API Settings
3. Copy your API Key

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Contributors & Developers

“FSales + GForms CRM” is open source software. The following people have contributed to this plugin.

Contributors

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Changelog

1.0

  • Initial release.