Freshsales Integration: Streamlined Sales CRM Solution

Freshsales Integration: Freshsales is an easy to use sales CRM that helps you build pipeline and close deals effortlessly. Freshsales is completely free for upto 3 users.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with Freshsales. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Freshsales.

Freshsales Integration Tutorials

Authorization of Freshsales Integration

First, install and activate the Freshsales plugin in your WordPress account. Then you have to select Freshsales from the actions page. To do this open your Bit Integrations dashboard then click on the Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Freshsales from the action page.

To set up Freshsales integration with Bit Integrations, you’ll need Freshsales Bundle Alias & API Token. Follow these steps to get them.

• Log in to your Freshsales account.
• Locate and click on the profile account icon situated at the top right corner.
• Choose “Settings” from the dropdown menu.
• Navigate to the “API Settings” section within the Settings page.
• To access your Bundle Alias & API, fulfill the reCaptcha requirement.
• Once the reCaptcha is successfully completed, your Bundle Alias & API details will be revealed.
• Copy the displayed Bundle Alias & API.
• Paste the copied information into the designated area on the integrations page.

Once you have successfully entered your Freshsales Bundle Alias & API, click “Authorize” to proceed. Then click Next.

Module:  Select a module from the drop-down option. For example: “Deal“

Contact View: Select a Contact View from the drop-down option. For Example: “My Contacts“

Contact: Select a Contact from the drop-down option.

In the Freshsales integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Freshsales. The “Contact Name” and “Contact value” fields are the default fields in Freshsales, so you will need to map your form’s “Contact Name” and “Contact value” fields to this field in Freshsales.

Utilities

Upsert Record (PRO): A record will be updated if there is a matching unique identifier; otherwise, a new record will be created. The unique identifier for the Contact module is Email, for the Deal module it’s Contact Name, and for the Account module it’s Name.

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your Freshsales. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

Freshsales Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Freshsales Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Use Case

Bit Form with Freshsales

Bit Form Integration with Freshsales using Bit Integrations. When a Bit Form is submitted, then a new account, deal, contact, or product is automatically created in Freshsales.

Elementor Form with Freshsales

Elementor Form Integration with Freshsales using Bit Integrations. When an Elementor Form is submitted, then a new account, deal, contact, or product is automatically created in Freshsales.

Gravity Forms with Freshsales

Gravity Forms Integration with Freshsales using Bit Integrations. When a Gravity Forms is submitted, then a new account, deal, contact, or product is automatically created in Freshsales.

WPForms with Freshsales

WPForms Integration with Freshsales using Bit Integrations. When a WPForms is submitted, then a new account, deal, contact, or product is automatically created in Freshsales.

Contact Form 7 with Freshsales

Contact Form 7 Integration with Freshsales using Bit Integrations. When a Contact Form 7 is submitted, then a new account, deal, contact, or product is automatically created in Freshsales.

Ninja Forms with Freshsales

Ninja Forms Integration with Freshsales using Bit Integrations. When a Ninja Forms is submitted, then a new account, deal, contact, or product is automatically created in Freshsales.

Forminator Forms with Freshsales

Forminator Forms Integration with Freshsales using Bit Integrations. When a Forminator Forms is submitted, then a new account, deal, contact, or product is automatically created in Freshsales.

Formidable Forms with Freshsales

Formidable Forms Integration with Freshsales using Bit Integrations. When a Formidable Forms is submitted, then a new account, deal, contact, or product is automatically created in Freshsales.

Fluent Forms with Freshsales

Fluent Forms Integration with Freshsales using Bit Integrations. When a Fluent Forms is submitted, then a new account, deal, contact, or product is automatically created in Freshsales.