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