WCC Freshsales

This plugin integrates WooCommerce with Freshsales, allowing users to automatically send form entries to Freshsales as new contacts and leads records. This document provides a comprehensive guide for setting up and using the plugin, including how to configure Freshsales API authentication.

• A WordPress website with WooCommerce installed and activated.
• Access to the Freshsales platform.
• Administrator access to your WordPress site.
• API credentials from Freshsales (Api Key and Your bundle alias).

1. Download the plugin ZIP file.
2. Navigate to your WordPress Admin Dashboard.
3. Go to Plugins > Add New and click Upload Plugin.
4. Upload the plugin ZIP file and click Install Now.

5. Once installed, click Activate.

To use the Freshsales API, you need to obtain the URL and Key.

1. Log in to your Freshsales account.
2. Navigate to Personal settings > API.
3. Copy the API Key and Your bundle alias displayed under CRM API details.

1. Go to Configuration > Add New Account in your Plugin At Admin Side.

2. Enter the Instance URL and API Key obtained from Freshsales And Press Add Button.

1. Navigate to Integration in Our Plugin.
2. Click on Add New Integration.

3. Map the WooCommerce fields to the corresponding Freshsales fields (e.g., First Name, Last Name, Email, etc.).

4. Save the mapping.

1. Place a test Order in your WooCommerce.
2. Log in to Freshsales and verify that the entry has been added correctly.

• Authorization Error: Ensure the Api Key and Your bundle alias are correct.
• Data Not Syncing: Verify that field mappings are correctly set up.
• Debug Logs: Check the plugin’s logs for error messages.