Hash Form Pro

Turn every entry into a CRM record

Create a lead in Zoho CRM, a person and lead in Pipedrive, or a contact in Freshsales from each submission. Choose the name, email and phone fields once for every CRM.

Included in every Pro plan

3
  • Zoho CRM
  • Pipedrive
  • Freshsales
The integrations

CRM in Hash Form Pro

Create leads, people and contacts from every entry. Switch on the ones you use under Hash Form > Modules.

Zoho CRM

Create a lead in Zoho CRM from each entry.
Learn more

Pipedrive

Create a person and a lead in Pipedrive from each entry.
Learn more

Freshsales

Create a contact in Freshsales from each entry.
Learn more
What you get

Leads without copy and paste

Zoho CRM leads

Each entry becomes a lead in Zoho CRM, with Lead Source set to Web Form.

Pipedrive people and leads

A person is added to Pipedrive, then a lead linked to that person.

Freshsales contacts

Each entry with a valid email address becomes a contact in Freshsales.

One field mapping

Pick the Name, Email, Phone and Company fields once and every CRM in the form uses them.

A switch per CRM

Turn on Send entries to Zoho CRM, Pipedrive or Freshsales in each form, in any combination.

Entry saved first

The entry is stored on your site before any CRM is contacted, and a failed send does not stop it.
How it works

Up and running in three steps

01

Enable a CRM

Go to Hash Form > Modules, switch on Zoho CRM, Pipedrive or Freshsales and click Save.

02

Add its credentials

Click the module’s cog, enter its keys and click Save Settings.

03

Map your fields

In the form’s Settings tab, choose CRM, turn on Send entries to and pick the fields.

FAQ

Questions, answered

Still wondering about CRM? The documentation covers every setting, and we are happy to help.

Do I map fields separately for each CRM?

No. The Name field, Email field, Phone field and Company field are chosen once per form and shared by every CRM you turn on.

Can one form send to more than one CRM?

Yes. Each CRM has its own Send entries to switch in the form’s CRM settings.

What happens if the CRM rejects an entry?

The submission still completes and the entry stays in Hash Form. Developers can hook the hashform_integration_failed action to be told.

Where do the API keys go?

On the Modules screen, in each CRM’s cog. The form only holds the switches and the field mapping.

Included in every Pro plan

Every module on this page comes with Hash Form Pro, along with the other 71 modules, on a yearly subscription or a lifetime license.