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’ -> ‘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 “Your API Key” field.
- Click on ‘Save Changes’ 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 Freshsales module you want to integrate with current form.
- Click on ‘Filter’ button to filter module fields.
- Check ‘Freshsales Integration?’ checkbox if you want to integrate Freshsales.
- 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 Gravity Forms form fields to Freshsales module fields.
For ‘Relationship’ type field (Sales owner), create hidden field in the form and map it with ‘Relationship’ type field.
- For Lead Owner, create hidden field in the form with value Lead Owner ID.
- For Contact Owner, create hidden field in the form with value Contact Owner ID.
- Click on ‘Save Changes’ button.
API Error Logs
- Go to ‘Admin’ -> ‘GF – Freshsales’ -> ‘API Error Logs’.
- You can see Freshsales API error logs.
Settings
- Go to ‘Admin’ -> ‘GF – Freshsales’ -> ‘Settings’.
- API Error Notification: Add ‘Subject’ and ‘Send To’. Will be sent Freshsales 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.