Contact Form 7 – Freshworks CRM Integration

Installation

WordPress Dashboard

• Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’.
• Click on ‘Upload Plugin’.
• Upload plugin zip.
• Activate plugin.

WordPress Multisite Network Dashboard

• Go to ‘Network Admin’ -> ‘Plugins’ -> ‘Add New’.
• Click on ‘Upload Plugin’.
• Upload plugin zip.
• Only install plugin zip in ‘Network Admin’ and do not activate it.
• Activate plugin site wise (‘Site’ -> ‘Admin’ -> ‘Plugins’).

Configuration

• Go to ‘Admin’ -> ‘CF7 – Freshworks’ -> ‘Configuration’.
• Instance URL: Add your Freshworks CRM instance URL. Like https://{your domain}.myfreshworks.com/
• API Key: Add your Freshworks CRM API key. The guide is below:
  • Log in to Freshworks 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 “Your API Key” field.
• Click on ‘Save Changes’ button.

Integration

• Go to ‘Admin’ -> ‘CF7 – Freshworks’ -> ‘Integration’.
• You can see list of Contact Form 7 forms.
• Click on edit form icon which you want to integrate form.
• Select a Freshworks CRM module you want to integrate with current form.
• Click on ‘Filter’ button to filter module fields.
• Check ‘Freshworks CRM Integration?’ checkbox if you want to integrate Freshworks CRM.
• Select ‘Create Module Record’ or ‘Create/Update Module Record’ action event.
  • Create Module Record: On form submitted, it will add record.
  • Create/Update Module Record: If form submitted email address match with existing record, it will update record. If form submitted email address not match with existing record, it will add record.
• Map Contact Form 7 form fields to Freshworks CRM module fields.

  For ‘Relationship’ type field (Sales owner), create hidden field in the form and map it with ‘Relationship’ type field.

  • For Contact Owner, Like [hidden contact-owner-id "{Contact Owner ID}"]. Example: [hidden contact-owner-id "0052w22000135G4AAI"].

  For Dropdown fields, API accept Option Value and not Option Label so must pass Option Value in the Contact Form 7 form field options and you can see Option Value in “Dropdown fields” section. Example: [select your-recipient "CEO|ceo@example.com" "Sales|sales@example.com" "Support|support@example.com"].

• Click on ‘Save Changes’ button.

API Error Logs

• Go to ‘Admin’ -> ‘CF7 – Freshworks’ -> ‘API Error Logs’.
• You can see Freshworks CRM API error logs.

Settings

• Go to ‘Admin’ -> ‘CF7 – Freshworks’ -> ‘Settings’.
• API Error Notification: Add ‘Subject’ and ‘Send To’. Will be sent Freshworks CRM API error to the specified email.
• Delete data on uninstall?: Check ‘Delete data on uninstall?’ checkbox if you want to delete this plugin data on uninstall.