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