Integrations/CRM
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
Create leads, people and contacts from every entry. Switch on the ones you use under Hash Form > Modules.
Go to Hash Form > Modules, switch on Zoho CRM, Pipedrive or Freshsales and click Save.
Click the module’s cog, enter its keys and click Save Settings.
In the form’s Settings tab, choose CRM, turn on Send entries to and pick the fields.
Still wondering about CRM? The documentation covers every setting, and we are happy to help.
No. The Name field, Email field, Phone field and Company field are chosen once per form and shared by every CRM you turn on.
Yes. Each CRM has its own Send entries to switch in the form’s CRM settings.
The submission still completes and the entry stays in Hash Form. Developers can hook the hashform_integration_failed action to be told.
On the Modules screen, in each CRM’s cog. The form only holds the switches and the field mapping.
Every module on this page comes with Hash Form Pro, along with the other 71 modules, on a yearly subscription or a lifetime license.
