联系表 7 – Pipedrive CRM – 集成
最近更新 2025年06月25日
资源编号 101200

联系表 7 – Pipedrive CRM – 集成

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联系表格 7 Pipedrive CRM 集成 是 WordPress 的 Pipedrive CRM 集成插件,可让您非常简单地发送联系表格 7 表格直接发送到您的 Pipedrive CRM 帐户。 集成后,提交的表单将自动作为潜在客户、交易、个人和组织、活动或交易和活动添加到Pipedrive CRM中的指定账户,以及其他数据。

我们插件的好处:

特征:

  • 将您的“联系表 7”表单与 Pipedrive CRM 集成。
  • 你可以选择你想要产生的 – 线索、交易、个人和组织、活动或交易和活动。
  • 在创建潜在客户/交易/活动时,将创建人员和组织(或现有使用,如果有)并连接到该人员和组织。
  • 字段是从 CRM 加载的(包括自定义字段)。
  • 您可以亲自设置每个表单,指定要获取的信息。
  • 以两种模式发送:在提交表单时立即发送或通过“Action Scheduler”稍有延迟。
  • 支持从 ‘URL’ 获取 ‘utm’ 参数。
  • 支持发送 GA 客户端 ID。
  • 支持发送 ‘roistat_visit’ cookie。
  • 支持发送 ‘_ym_uid’ cookie。
  • 支持发送 ‘_fbp’ cookie。
  • 支持发送 _fbc Cookie。
  • 支持上传的文件(对于“lead”类型,文件将添加到 person)。
  • 多管道支持。
  • 与“Contact Form 7 Multi-Step Forms”兼容。(配置时,您需要在字段填写最后一个表单中的所有步骤)。
  • 集成无限的“Contact Form 7”表单。

重要说明:

  • 此插件需要 ‘Contact Form 7’ 插件。

如何获取更新?

有关新版本和更新安装的信息,您可以使用 Envato 的插件 – Envato Market WordPress 插件.

更改日志

1.35.1 版

- Fixed: `utm` with caching `path` (#510).

1.35.0 版

- Feature: remember `utm` when caching without additional request (#504).
- Fixed: missed `channel_id` field (#501).

1.34.0 版

- Feature: new filter `~/field-value-person-search` (#496).
- Fixed: notice about the `_load_textdomain_just_in_time` (#494).

1.33.0 版

- Feature: field `channel` for `lead` (#453).

1.32.1 版

- Fixed: skip and do not show unfillable `deal` field `product_name` (#419).

1.32.0 版

- Feature: filling in `lead` `labels` based on the field value in the form (#417).

1.31.0 版

- Feature: loading `stages` without limitation, taking into account pagination (#401).
- Fixed: do not load the specified `token` in the field to exclude copying (#402).

1.30.0 版

- Feature: displaying `pipeline` and `stage` id in the `deal` field settings (#358).
- Feature: field `visible_to` for `lead` (#337).

1.29.0 版

- Feature: support sending cookie `_fbc` (#305).
- Feature: support sending cookie `_fbp` (#304).
- Fixed: ignoring field `doi_status` as it cannot be set via the API (#300).
- Fixed: `limit` on the number of `stages` when loading data (#268).

1.28.2 版

- Fixed: resolving value for undocumented field type `status` (#258).

1.28.1 版

- Fixed: compatible with `php` < 8.*

1.28.0 版

- Feature: support sending `_ym_uid` cookie (#243).

1.27.0 版

- Feature: new filter `itglx/cf7/pipedrive/fields-after-form-submission` (#185).
- Fixed: sending data to a field of type `double` (#182).

1.26.0 版

- Feature: for type `lead` the files are added to person (#150).

1.25.0 版

- Feature: improvement of the interface of the settings page (#117).
- Fixed: do not cast `duration` as time (#108).
- Fixed: enqueue assets on the page for adding a new form (#102).

1.24.0 版

- Feature: new filter `itglx/cf7/pipedrive/ignore-sending` (#90).
- Fixed: checking built-in permissions `cf7` instead of additional (#91).

1.23.2 版

- Fixed: filling non-numeric `enum` (#59).
- Fixed: field type `note` for `lead` (#43).

1.23.1 版

- Fixed: generation php `notice` when replacing special tags (#41).

1.23.0 版

- Feature: support for copying settings when duplicating a `form` (#39).
- Fixed: enqueue admin assets for non-standard interface (#40).

1.22.0 版

- Feature: use `action scheduler` instead of `wp cron`.
- Fixed: using `note api` for `note` to lead.

1.21.0 版

- Feature: merging values in multiple custom fields when updating an exising person.
- Feature: search for a person by phone & email instead of a name & email.
- Fixed: `limit` on the number of fields has been increased to the maximum possible 500.

1.20.2 版

- Chore: deps update.
- Fixed: compatibility with `SG Optimizer`.
- Fixed: processing of uploaded files due to changes in CF7 5.4
- Chore: default log file path, moved to `WordPress` uploads directory.
- Feature: added support custom `deal` fields to `lead`.

1.19.1 版

- Fixed: do not cast time to UTC for custom fields.
- Feature: the ability to fill in products in a deal by sending the names of existing products.

1.18.4 版

- Chore: use `webpack` to build assets.
- Chore: the ability to select multiple labels to send (lead).
- Fixed: sending lead data, casting the value `owner_id` to a number, if filled.
- Chore: minor improvements in downloading the log through the admin panel.
- Feature: added support `lead` creation.

1.17.3 版

- Fixed: prepare date/time values.
- Fixed: fourth parameter of the `wpcf7_special_mail_tags` filter.
- Chore: add actions `itglx_cf7pd_person_created` and `itglx_cf7pd_deal_created`.
- Feature: added the ability always create a new person, without searching for an existing one.

1.16.3 版

- Chore: added filter `itglx_cf7_pipedrive_send_deal_fields`.
- Chore: ignore deal service fields.
- Fixed: compatibility `Drag and Drop Multiple File Upload PRO - Contact Form 7`.
- Feature: compatibility `Drag and Drop Multiple File Upload PRO - Contact Form 7`.
- Feature: using the new search API.
- Feature: support for processing utm tags when using caching plugins.

1.13.2 版

- Chore: use composer autoloader.
- Fixed: populate select and multiselect.
- Feature: use any `utm_` params in `URL`.

1.12.1 版

- Chore: the list of users id is displayed next to the field of the user type.
- Feature: support sending cookie `roistat_visit` to CRM.

1.11.2 版

- Fixed: check may be the utm is already filled.
- Fixed: possible search error of the existing organization in part of the name.
- Feature: update for an existing person and organization.

1.10.2 版

- Fixed: pipedrive date format.
- Fixed: special mail tags support.
- Feature: added compatibility `Contact Form 7 Lead info with country`.

1.9.3 版

- Chore: more error handling.
- Fixed: `created_by_user_id` activity field is no longer used, its value is set automatically.
- Fixed: pipedrive date format.
- Feature: Support for uploaded files.

1.8.1 版

- Feature: Add `note` to a `person` - for type `Person & Organization`.

1.8.0 版

- Feature: added the ability to log requests to CRM (disabled by default).
- Feature: populate the value of the select and multiselect field from the form field.

1.7.0 版

- Feature: Send crm by cron.

1.6.0 版

- Feature: Support for `GA Client ID`.

1.5.0 版

- Feature: Added compatibility `Contact Form 7 – Success Page Redirects`.

1.4.1 版

- Fixed: special mail tags support.
- Feature: Create a `deal` and `activity` together.

1.3.0 版

- Feature: Support for `activity`.

1.2.0 版

- Feature: Support for `utm` params in `URL`.

1.1.0 版

- Feature: Support for multi pipeline.
- Feature: Add `note` to a `deal`.

1.0.0 版

- Initial public release
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