联系表格7 – Zoho CRM  Zoho Desk – 集成
最近更新 2025年06月25日
资源编号 101318

联系表格7 – Zoho CRM Zoho Desk – 集成

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联系表格7 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。联系表格 7 表单直接发送到您的 Zoho CRM 或 Zoho Desk 账户。集成后,提交的表单将与其他数据一起自动添加为潜在客户、联系人或案例(在 Zoho CRM 中)或工单(在 Zoho Desk 中)到 Zoho CRM(或 Zoho Desk)中的指定账户。

我们插件的好处:

特征:

  • 将您的联系表格7表格与Zoho CRM和Zoho Desk集成。
  • 您可以选择要生成的 – 潜在客户、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)
  • 支持使用 ‘URL’ 中的 ‘utm’ 参数。
  • 支持发送 GA 客户端 ID。
  • 支持发送 ‘roistat_visit’ cookie。
  • 集成无限的 Contact Form 7 表单
  • 与“Contact Form 7 Multi-Step Forms”兼容。(配置时,您需要在最后一个表单中填写所有步骤的字段)
  • 支持上传文件(如果文件已上传,则会自动添加)。
  • 支持发送标签。

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

2.18.0 版

- Feature: using WP 6.5+ plugin dependency (#340).
- Feature: support for optional delayed data sending (#334).

2.17.1 版

- Fixed: clear missing `utm` (#283).

2.17.0 版

- Feature: `uk` and `jp` account servers for `self client` (#249).
- Feature: new filter `itglx/cf7/zoho/fields-after-form-submission` (#247).

2.16.0 版

- Feature: set `firstName` when creating a ticket `contact` (#164).

2.15.0 版

- Feature: ability to set `teamId` for the `ticket` (#143).
- Fixed: definition api `zone` by `accounts-server` (#144).

2.14.0 版

- Feature: ability to set `assigneeId` for the `ticket` (#136).
- Feature: new filter `itglx/cf7/zoho/ignore-sending` (#135).
- Fixed: enqueue assets on the page for adding a new `form` (#133).

2.13.0 版

- Feature: separate ajax enable / disable logging (#119).

2.12.2 版

- Fixed: checking built-in permissions `cf7` instead of additional (#82).
- Fixed: resolve value for `boolean` (#80).

2.12.1 版

- Fixed: attempt to use `auth` data if `is_wp_error` (#66).

2.12.0 版

- Feature: compatibility with `Drag and Drop Multiple File Upload - Contact Form 7` (#41).
- Feature: ability to enable `approval mode` for a lead / contact (#40).
- Feature: support for processing utm tags when using caching plugins (#38).
- Fixed: enqueue admin assets for non-standard interface (#39).

2.11.0 版

- Feature: `lookup` and `ownerlookup` fields.

2.10.0 版

- Feature: ability to choose the type of sending `insert` or `upsert` (only Zoho CRM).

2.9.0 版

- Feature (desk): automatic replacement of line breaks to `br` for ticket description.
- Fixed (desk): preparation of a link for a request to the API.

2.8.2 版

- Fixed: processing of uploaded files due to changes in CF7 5.4
- Chore: improved fields interface when changing client type.
- Feature: support layouts for lead.

2.7.3 版

- Chore: use `webpack` to build assets.
- Chore: more logs.
- Chore: minor improvements in downloading the log through the admin panel.
- Feature: support enable `blueprint` trigger (Zoho CRM).

2.6.2 版

- Chore: do not check exists `php-xml`.
- Fixed: prepare custom fields for ticket.
- Feature: added support auth through Self Client, not only through Web Based.
- Feature: added support Zoho Desk - ticket creation.

2.4.2 版

- Chore: more logs.
- Chore: use composer autoloader.
- Feature: added support for copying settings when duplicating a form.

2.3.3 版

- Chore: added new filter `itglx_cf7_zoho_prepare_date_value`;
- Fixed: compatibility `Contact Form 7 for AMP`.
- Chore: more logs.
- Feature: support send tags.
- Feature: support uploading files - `contact`.

2.2.4 版

- Fixed: special mail tags support.
- Fixed: zoho date format api v2.
- Fixed: preparing values for multi pick list.
- Chore: more logs.
- Feature: support sending cookie `roistat_visit`.

2.1.0 版

- Feature: added ability to specify `Assignment rule ID` for `lead`.

2.0.2 版

- Chore: more error handling.
- Fixed: support Google Ads - `API v2`.
- Changed: Use `API v2`.

1.6.2 版

- Feature: Added compatibility `Contact Form 7 Drag and Drop FIles Upload - Multiple Files Upload`.
- Chore: more logs.
- Feature: added the ability to log requests to CRM (disabled by default).

1.5.2 版

- Fixed: support Google Ads.
- Fixed: zoho date format.
- Feature: Added compatibility `Contact Form 7 – Success Page Redirects`.

1.4.0 版

- Feature: Populate the value of the list and checkbox field from the form field.

1.3.2 版

- Added: more checks and info for required `php` extensions.
- Fixed: special mail tags support.
- Feature: special mail tags support.
- Feature: Support for `GA Client ID`.

1.2.0 版

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

1.1.2 版

- Fixed: populate fields.
- Fixed: Clean integration settings after error cron job.
- Feature: Added compatibility `Contact Form 7 Multi-Step Forms`.
- Feature: Support for uploading files.
- Fixed: Check whether plugin `Contact Form 7` is active on the `Network`.

1.0.0 版

- Initial public release
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