Elementor Pro Form Widget – Zoho CRM Zoho Desk – 集成

Elementor Pro Form Widget Zoho CRM & Zoho Desk集成 是Zoho CRM & Zoho Desk的WordPress集成插件，使得发送您的发送变得非常简单。Elementor Pro Form 小部件 表单直接发送到您的 Zoho CRM 或 Zoho Desk 账户。集成后，提交的表单将自动添加为潜在客户、交易、联系人或案例（在 Zoho CRM 中也支持自定义模块）或工单（在 Zoho Desk 中）到 Zoho CRM（或 Zoho Desk）中的指定账户，以及其他数据。

兼容 Zoho CRM Plus 和Zoho One 在 CRM 和 Desk 范围内。

我们插件的好处：

特征：

• 将您的’Elementor Pro Form Widget’表单与Zoho CRM和Zoho Desk集成。
• 集成无限的“Elementor Pro Form Widget”表单。
• 您可以选择要生成的 – 潜在客户、交易、联系人或案例（在 Zoho CRM 中）或工单（在 Zoho Desk 中）。
• 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。
• 可以启用 ‘approval mode’。（仅限 Zoho CRM – 潜在客户和联系人）
• 可以启用“审批流程触发器”（仅限 Zoho CRM）
• 可以启用“工作流触发器”。（仅限 Zoho CRM）
• 可以启用 ‘blueprint trigger’。（仅限 Zoho CRM）
• 能够选择发送“插入”或“更新插入”的类型（仅限 Zoho CRM）
• 能够为潜在客户指定“分配规则 ID”。（仅限 Zoho CRM）
• 能够为“潜在客户”指定“CRM 营销活动”。
• 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。
• 支持自定义模块 （Zoho CRM）。
• 支持发送注释（潜在客户、联系人、交易）。
• 支持发送标签。

重要说明：

• 此插件需要“Elementor Pro”插件 >= 3.2.0

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

1.25.0 版

- Feature: `uk` and `jp` account servers for `self client` (#420).
- Feature: using WP 6.5+ plugin dependency (#414).

1.24.0 版

- Feature: support sending `_fbc` cookie (#364).
- Feature: support sending `_fbp` cookie (#361).

1.23.0 版

- Feature: support sending value from cookie `_ym_uid` (#330).
- Fixed: clear missing `utm` (#328).

1.22.0 版

- Feature: new filter `itglx/elpro/zoho/additional-tags` (#297).
- Feature: improvement of the interface of the settings page (#290).
- Feature: set `firstName` when creating a ticket `contact` (#287).

1.21.0 版

- Feature: ability to set `teamId` for the `ticket` (#218).

1.20.0 版

- Feature: ability to set `assigneeId` for the `ticket` (#166).
- Fixed: definition api `zone` by `accounts-server` (#152).

1.19.0 版

- Feature: fields cache size optimization (#129).
- Feature: added empty value `not chosen` to all `select` fields (#124).
- Feature: `elementor_pro/forms/actions/register` for `Elementor Pro` >= 3.5.0 (#119).
- Fixed: checking built-in permissions instead of additional (#115).

1.18.0 版

- Feature: set `crm campaign` to `lead` (#99).
- Feature: added empty value `not chosen` to `layout id` select (#89).

1.17.0 版

- Feature: more flexible setting of value `lead_source` (#86).

1.16.1 版

- Fixed: attempt to use `auth` data if `is_wp_error` (#70).

1.16.0 版

- Feature: support create a `deal` (#56).
- Feature: optional send via `action scheduler` instead of `immediately` (#55).
- Feature: support for shortcode `[all-fields]` as in action `email` (#54).
- Feature: obtaining and using the original names of uploaded files when sending (#41).

1.15.0 版

- Feature (desk): automatic replacement of line breaks to `br` for ticket description.
- Feature: ajax enable / disable / clear logging.
- Feature: support for processing utm tags when using caching plugins.
- Fixed (desk): desk, preparation of a link for a request to the API.

1.14.2 版

- Fixed: formation of a cache of fields for `desk`.
- Fixed: wrong namespace `controls manager`.
- Chore: added new filter `itglx_elpro_zoho_post_data_before_send`.
- Feature: ability to choose the type of sending `insert` or `upsert` (only Zoho CRM)

1.13.2 版

- Chore: improved fields interface.
- Chore: drop a `required` attribute for fields in the settings, otherwise the widget will not allow removing all characters from the field.

1.13.1 版

- Chore: added new filter `itglx_elpro_zoho_fields_before_send_{type}`.
- Feature: support custom modules (Zoho CRM).
- Feature: added support auth through Self Client, not only through Server-based.

1.11.1 版

- Chore: more logging send process.
- Feature: support create a note for a contact.
- Feature: support create a note for a lead.

1.9.1 版

- Chore: use `webpack` to build assets.
- Feature: support layouts for contact.
- Feature: ability to enable approval mode for a lead / contact.

1.7.1 版

- Fixed: displaying fields for the selected layout, when using multiple forms on one page or global widget (lead action).
- Feature: added new shortcode [form_name] to pass form name.

1.6.6 版

- Chore: minor improvements in downloading the log through the admin panel.
- Fixed: send `zc_gad` field data as `GCLID`.
- Chore: do not check exists `php-xml`.
- Fixed: lead source show value.
- Fixed: php `notice` in lead action.
- Fixed: prepare custom fields for ticket.
- Feature: support enable `blueprint` trigger (Zoho CRM).

1.5.1 版

- Chore: more flexible setting of values for layout id and industry for lead.
- Feature: support layouts for lead.
- Feature: set lead `layout`.

1.3.2 版

- Chore: show `Owner` field.
- Chore: show `Account Name` field.
- Feature: added support Zoho CRM - Case creation.

1.2.1 版

- Fixed: an attempt to use an empty array of fields to form an interface.
- Feature: added support Zoho Desk - ticket creation.

1.1.2 版

- Chore: use composer autoloader.
- Fixed: possible incorrect behavior when choosing a custom status lead.
- Feature: added new shortcodes `[meta_page_url]`, `[meta_user_agent]`, `[meta_remote_ip]`.

1.0.3 版

- Chore: more logs.
- Chore: more information about the data type next to the fields.
- Fixed: redirects zoho auth with site used cloudflare.

1.0.0 版

- Initial public release