Gravity Forms – 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’ -> ‘GF – 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’ -> ‘GF – Freshworks’ -> ‘Integration’.
• You can see list of Gravity Forms 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 Gravity Forms 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, create hidden field in the form with value Contact Owner ID.

  For Dropdown fields, API accept Option Value and not Option Label so must pass Option Value in the Gravity Forms form field options and you can see Option Value in “Dropdown fields” section. Also, Gravity Forms provide choices Lable and Value settings.

• Click on ‘Save Changes’ button.

API Error Logs

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

Settings

• Go to ‘Admin’ -> ‘GF – 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.