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Integrate Gravity Forms with Freshsales CRM to automatically create or update leads, contacts. Wordpress Tutorial
Noted That:
  • To install correctly this fsales-gforms-crm.zip .
  • Fisrt Download the fsales-gforms-crm.zip to your computer
  • Extract/Open fsales-gforms-crm.zip to Your Computer.
  • Then, Find readme.txt file inside fsales-gforms-crm.zip and Open readme.txt .
  • Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
  • Then, Follow the Tips Below.
Start the Tips:

Step-1 : Download " fsales-gforms-crm.zip " to Your Local Computer.

Step-2 : Then, Login to your " yourdomain.com/wp-admin " Dashboard.

Login to Wordpress Fsales Gforms Crm

Step-3 : Then, Click on " Plugins " + " Add New " from left Side Menu of Dashboard.

Go to Plugin Install Fsales Gforms Crm

Step-4 : Now, Click on " Upload Plugin " button.

Click Upload Button Fsales Gforms Crm

Step-5 : Now, Browse " fsales-gforms-crm.zip " Downloaded plugin from your computer, Where you downloaded " fsales-gforms-crm.zip " According to Step – 1 Above then, click on " Install Now "

Upload Plugin Fsales Gforms Crm

Step-6 : Now, Click on " Active Plugin "

Activate Fsales Gforms Crm

Step-7 : Then, See left Side Menu. " Fsales Gforms Crm " folder is added on left Side Menu. Now, Click on " Fsales Gforms Crm " folder.

Noted that: If you do not see " Fsales Gforms Crm " folder on left Side Menu then, see at left Side Menu " Settings " or " Tools ".

Step-8 : Now you configure yourself oR Watch video tutorial below about Fsales Gforms Crm Configurations and Settings or How to work " Fsales Gforms Crm " in your WordPress site.

oR

After Activated Plugin According to Step-6 then,

  1. Go to " Plugins " + " Installed Plugin " from Wordpress Admin Panel Leftside Menu.
  2. or Direct go to: https://yourdomain/wp-admin/plugins.php
  3. Then, Find " FSales + GForms CRM " Activated Plugin from Plugin List.
  4. Then, Click on " Settings " from Plugin that is FSales + GForms CRM
  5. Now, Edit/Add/Config the setting and Click on " Save Changes " button,
WP Plugin Setting



Guide
  1. Install and Activate FSales + GForms CRM plugin
  2. Install and Activate dependency plugin Gravity Forms.
  3. Go to Gravity Forms Settings > Freshsales CRM tab.
  4. Enable the addon and Paste your following details:
    1. CRM Domain
      Note: Eg. If your domain is \”domain.freshsales.io\” then only enter \”domain\”.
    2. CRM API Key

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