Formidable Forms
Freshsales

Integrate Formidable Forms with Freshsales

Someone fills in a form you built with Formidable Forms, and the record shows up in Freshsales. Every field maps straight across the instant the form is submitted — a direct, real-time connection that runs entirely on your own WordPress site.

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Triggers & Actions

What a Formidable Forms → Freshsales connection can do

TRIGGERS

When this happens in Formidable Forms

Form Submitted
Fires the moment a visitor submits the form you picked, and maps its fields straight across.
Form Submitted + Filter
Same trigger, but only continues when the conditions you set on the submitted fields are met.
MODULES

Write to any module in Freshsales

Leads
An unqualified enquiry, before anyone has decided what it is worth.
Contacts
A person you deal with, linked to the account they work for.
Accounts
The company record the contacts and deals hang off.
Deals
An opportunity with a value and a stage in your pipeline.
Tasks
A to-do assigned to someone, with a due date on it.
Appointments
A meeting booked into the Freshsales calendar.
Notes
A note attached to any record the connection touched.
ACTIONS

What the connection does to the module you picked

Add Record
Create a new record in the chosen module from your mapped fields.
Add or Update Record
Match on a field you choose — update the record when it exists, create it when it does not.

How to Integrate (Simple 4 Steps)

1
Install & Activate
Install Integrazo Automator from WordPress.org and activate it.
2
Connect Freshsales
Add a Connection once — the token is encrypted and reused by every connection.
3
Select Formidable Forms
Pick the form, add Freshsales as the destination, map the fields — done.
4
Test & Enable
Hit Test Run, then switch the connection on — every run is logged.
No Coding Required
Build connections without a line of code
Save Time
Direct, one-time setup — no workflow to maintain
Secure & Reliable
Tokens encrypted, every run logged
Real-time Sync
Records appear in Freshsales immediately

Frequently Asked Questions

Everything you need to know about the Formidable Forms & Freshsales integration

No. Install Integrazo Automator, authorise Freshsales once, pick the form as your trigger, map the entry fields to Freshsales fields and switch the connection on. There is no webhook URL to paste and no JSON to write.

Leads, Contacts, Accounts, Deals, Tasks, Appointments and Notes. You choose the module per connection.

Yes. Every one of your entry fields is offered against every field in the chosen module, standard and custom alike — pick the ones you want mapped.

Not if you use Add or Update Record. Pick the field to match on — email is the usual one — and the connection updates the existing record when it finds a match, and creates one when it does not.

Yes. Add a filter condition on any mapped field — contains, equals, starts with, is empty and the rest, combined with AND/OR — and only entries matching it are sent to Freshsales. Everything else is skipped and still shows up in your Logs.

The run is logged as failed with the error Freshworks returned, and the submission is still saved in WordPress — nothing is lost. Once the problem is fixed, the next matching submission goes through as normal.

No. The connection runs on your own WordPress site and talks to Freshsales directly. The OAuth token is encrypted in your database, and there is no middleman service holding a copy of your data.

The core plugin is free on WordPress.org and covers a single connection. Pro adds unlimited connections, custom fields and multiple sales pipelines, and priority support.