Freshsales for Gravity Forms

Connect Freshsales Account

Easily integrate your Gravity Forms with Freshsales using secure OAuth 2.0 authentication. You can connect multiple Freshsales accounts to Gravity Forms, allowing you to manage submissions from different forms seamlessly within your CRM.

Freshsales Feeds

Set up feeds to automatically send Gravity Forms submissions to Freshsales. Choose any Freshsales module, such as Leads, Contacts, Accounts, or Deals, and map your form fields to the corresponding Freshsales fields. You can map multiple form fields to a single Freshsales field, ensuring flexibility and precision in data management.

Freshsales Fields

This addon supports all types of Freshsales fields, including text fields, dropdowns, multi-selects, and attachments. You can directly import field options from Freshsales into your Gravity Forms, ensuring consistency and accuracy when mapping data.

Filter Gravity Forms Entries

Decide whether to send all form submissions to Freshsales or filter entries based on user criteria. For example, you can set conditions to send only those entries to Freshsales that meet specific requirements, such as a certain deal stage or lead score.

Manually Send Entries to Freshsales

Automatically send Gravity Forms submissions to Freshsales when users submit forms, or manually push specific entries to Freshsales whenever needed. This feature provides you with complete control over the integration process.

Freshsales Submission Logs

View detailed logs for each form submission, showing the status of whether an entry was successfully sent to Freshsales. Easily resend any entries that failed to ensure all important data is recorded.

Full Synchronization

All Gravity Forms entries are fully synchronized with Freshsales. If you update an entry in Gravity Forms, the corresponding record in Freshsales will be updated automatically, keeping your CRM data accurate and up-to-date.

Error Reporting

Receive email notifications if any errors occur during the data transfer process to Freshsales. These emails contain detailed error information, making troubleshooting quick and effective.

Send Data as Notes

Send multiple form fields as notes within Freshsales entities like Leads, Contacts, or Deals, allowing you to add additional information from form submissions directly to relevant records, enhancing your CRM data.