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Create a Freshsales Lead Form

The Easy Way to Create a Freshsales Lead Form in WordPress

by Lindsay Liedke on Feb 12, 2018

Do you want an easy way to create a Freshsales lead form in WordPress? WPForms allows you to quickly connect your WordPress forms with your Freshsales CRM so you never have to export any lead entries manually. In this article, we will show you the most effective way to create a Freshsales lead form in WordPress.

Why Integrate Freshsales to WordPress?

You might be asking yourself why you would want to connect your Freshsales CRM to WordPress when you can simply access it outside of your website.

Setting up this automation can help you:

  • Save time by automatically adding form entries to your Freshsales account, without having to manually export them
  • Boost sales by giving your team immediate access to Freshsales entries
  • Increase productivity by creating triggers between Freshsales and other popular apps like Slack, Google Calendar, and Dropbox

The easiest way to connect your Freshsales CRM to WordPress is by creating your own custom lead generation form. WPForms is the best tool to do that, with its easy drag & drop form builder and advanced features like form abandonment lead capture.

Ready to create a Freshsales lead form on your WordPress site? Let’s get started.

Step 1: Create a New WordPress Form

The first thing you will need to do is install and activate the WPForms plugin. For more details, follow this step by step guide on how to install a plugin in WordPress.

After a successful installation, you’ll need to create a new form. Here’s the process in a nutshell:

For more details on creating new forms, check out our easy to follow tutorial on creating a simple contact form in WPForms.

For our form, we will use fields such as Name, Business/Organization, and Email.

Create a Freshsales Lead Form - Create a New Form

After you have your form created, you will then need to install and activate the Zapier addon. This way you can import leads from submitted forms into your Freshsales CRM.

The Zapier addon lets you connect your WordPress forms to over 500+ web apps, including the Freshsales one. For more help with this step, check out our tutorial on how to install and use the Zapier addon.

Now, let’s take a look at how to connect your WordPress forms to the Freshsales CRM.

Step 2: Create a New Zap

Log into your Zapier account and click on the Make a Zap button near the top of the screen. If you don’t already have a Zapier account, you can create one here .

Create a Freshsales Lead Form - Make a Zap

From there, you’ll need to set up a trigger for your zap. For screenshots of every step required to set up a form trigger, see our tutorial on using Zapier with WPForms.

Before moving forward, it is important to make sure that you have had at least one test entry on your form so that you can proceed through the entire trigger setup process.

To create a test entry on your newly created form you can test it on the frontend of your website, but only if you have already embedded it onto your website for use by site visitors.

If you have not embedded your Freshsales form onto your site, you can perform a test entry from the WPForms preview page for that particular form.

Create a Freshsales Lead Form - Test Entry

Click on Preview to view your Freshsales form. From there, fill out all of the details and click on Submit. This will register as one entry so you can continue setting up your Zapier zap trigger.

Create a Freshsales Lead Form - Test Entry Success

Now that you have one successful entry on your Freshsales form, go back to your Zapier account.

After connecting to your WPForms account, choose the Freshsales form you just created.

Create a Freshsales Lead Form - Freshsales Form in Zapier

Zapier will run a test on your Freshsales form to make sure everything is set up correctly and that you have at least one test entry present. You will see a success message if you have done everything right up until this point.

Create a Freshsales Lead Form - Test Entry Success.2

Click Continue.

Step 3: Connect Your WordPress Forms to Freshsales

Now that Zapier is connected to the WPForms plugin, it’s time to connect WPForms to Freshsales.

After setting up WPForms as the trigger app in Zapier, you’ll need to choose Freshsales as the action app. Using the search bar, find the Freshsales app and click on it.

Create a Freshsales Lead Form - Freshsales Action App

You will then select a Freshsales action. Since we are looking to create a Freshsales lead in WordPress, we will click on the Create Lead option and then click Save + Continue.

Create a Freshsales Lead Form - Freshsales Create Lead

You will then need to connect your Freshsales account to Zapier. Start by clicking on Connect an Account.

Create a Freshsales Lead Form - Connect an Account

In the modal popup that appears, you’ll need to allow Zapier to access your Freshsales account in order to complete the connection. After providing permission, click on Yes, Continue.

Now you will need to select your Freshsales account. Click Save + Continue.

Create a Freshsales Lead Form - Select Freshsales Account

Next, you’ll be asked to select what data will be sent to Freshsales when a form on your site is submitted. In this step, connect each contact form field you created on your form to the appropriate Freshsales field.

In our example, we had First Name, Last Name, Business/Organization, and Email.

Create a Freshsales Lead Form - Set Up Lead

Then click Continue.

If you want to test your Freshsales lead all you need to do is click on Test.

Create a Freshsales Lead Form - Test Lead

You have now successfully created a Freshsales lead and tested it. After clicking Finish, Zapier will ask you to name your zap and turn it on. This way all Freshsales lead form submissions will add immediately to your Freshsales CRM.

Create a Freshsales Lead Form - Name Zap

Now, you can log into your Freshsales account and verify that lead information is going to your CRM.

Create a Freshsales Lead Form - Freshsales Lead Data

And that’s it! Now anytime someone comes to your website and fills out your Freshsales lead form, they will automatically be added as a lead in your Freshsales CRM. From there, you can build a relationship with them with targeted email marketing.

Are you looking to get more out of your Freshsales leads? Check out how using smart conditional logic on your WordPress forms can help you collect tailored information from site visitors.

What are you waiting for? Get started with the most powerful WordPress forms plugin today.

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