Contact Form 7 – Freshworks CRM Integration


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’).


  • Go to ‘Admin’ -> ‘CF7 – Freshworks’ -> ‘Configuration’.
  • Instance URL: Add your Freshworks CRM instance URL. Like https://{your domain}
  • 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.


  • 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|" "Sales|" "Support|"].

  • Click on ‘Save Changes’ button.

API Error Logs

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


  • 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.