联系表格 7 – Zoho CRM 集成插件允许您连接 WordPress 联系表格 7 和 Zoho CRM。要自动将 Contact Form 7 表单提交添加到您的 Zoho CRM 帐户,只需将您的 Contact Form 7 表单与 Zoho CRM 潜在客户、联系人或案例集成即可。此外,还开发了一个带有新的更好的 Zoho CRM API 的插件。
特征
- 轻松将您的联系表单 7 表单与 Zoho CRM 潜在客户、联系人或案例集成。
- 集成的联系表单 7 表单可以自动将您的站点新表单提交添加到您的 Zoho CRM 潜在客户、联系人或案例中。
- 轻松将您的联系表单 7 表单字段映射到您的 Zoho CRM 潜在客户、联系人或案例字段。
- “创建模块记录”和“创建/更新模块记录”的作事件选项。
- 支持 Zoho CRM 自定义字段(电话、选项列表、多选项列表、日期、电子邮件、文本等)。
- 支持联系表格 7 表单“文件附件”并将表单文件附件上传到您的 Zoho CRM“附件”。
- 支持 Zoho CRM 活动。联系人和潜在顾客的市场活动选择选项。将联系人或潜在客户添加到您的 Zoho CRM 活动。
- 支持 Zoho CRM 模块的“查找关系”类型字段(潜在客户所有者、联系人所有者等)。
- 启用/禁用触发器(工作流、审批和蓝图)。
- 支持布局
- 支持标签
- “Zoho CRM 模块字段”下拉字段按字母顺序排序。
- 部分 查看 Zoho CRM API 错误日志。
- API 错误通知选项将向指定的电子邮件发送 Zoho CRM API 错误。
- 集成无限的联系表格 7 表格。
评分和评论
更改日志
2.5.0 - Maintenance release. 2.4.0 - Maintenance release. 2.3.0 - Maintenance release. 2.2.0 - Maintenance release. 2.1.0 - Security release. 2.0.0 - Easily integrate your Contact Form 7 form with Zoho CRM Lead, Contact or Case. - Integrated Contact Form 7 form can automatically add/update your site new form submissions to your Zoho CRM Lead, Contact or Case. - Easily map your Contact Form 7 form fields to your Zoho CRM Lead, Contact or Case fields. - Action Event option for 'Create Module Record' and 'Create/Update Module Record'. - Support Zoho CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…). - Support Contact Form 7 form 'File Attachments' and upload form file attachments to your Zoho CRM 'Attachments'. - Support Zoho CRM Campaign. Campaign select option for Contact and Lead. Add Contact or Lead to your Zoho CRM Campaign. - Support 'Lookup Relationship' type fields (Lead Owner, Contact Owner, etc…) of Zoho CRM Module. - Enable/Disable triggers (Workflow, Approval and Blueprint). - Support layouts - Support tags - 'Zoho CRM Module Field' dropdown fields sorted in alphabetical order. - Section for view Zoho CRM API error logs. - API Error Notification option for will be sent Zoho CRM API error to the specified email. 1.7.0 - Feature - "Zoho CRM Module Field" dropdown fields refresh. - Feature - "Zoho CRM Module Field" dropdown fields sorted in alphabetical order. 1.6.0 - Feature - Lead Image and Contact Image. 1.5.0 - Maintenance release. 1.4.2 - Maintenance release. 1.4.1 - Feature - Assign Owner. 1.4.0 - Security release. - Performance - Optimized integration. - Feature - Added Approval mode option for keep the records in approval mode while inserting record into CRM account. 1.3.0 - Added Zoho CRM API 2.0. 1.2.0 - Security release. 1.1.0 - Security release. 1.0.0 - Initial release.
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