Gravity Forms – Pipedrive CRM – 集成
最近更新 2025年06月25日
资源编号 101323

Gravity Forms – Pipedrive CRM – 集成

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详情介绍

Gravity Forms Pipedrive CRM 集成 是 WordPress 的 Pipedrive CRM 集成插件,可让您非常简单地发送重力形式 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“Gravity Forms”表单与 Pipedrive CRM 集成。
  • 集成无限的“Gravity Forms”表单。
  • 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。
  • 能够更新现有交易(如果找到现有人员,并且该人员与一个交易关联)。
  • 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。
  • 支持重新发送条目(如果未禁用保存)。
  • 支持上传的文件(对于“lead”类型,文件将添加到 person)。
  • 多管道支持。

重要说明:

  • 此插件需要 ‘Gravity Forms’ 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

1.27.0 版

- Feature: remember `utm` when caching without additional request (#491).
- Fixed: missed `channel_id` field (#484).

1.26.0 版

- Feature: loading stages without limitation, taking into account pagination (#447).
- Feature: optional ability to always create a new person (#442).

1.25.1 版

- Fixed: skip and do not show unfillable `deal` field `product_name` (#408).

1.25.0 版

- Feature: field `visible_to` for `lead` (#361).
- Fixed: clear missing `utm` (#359).

1.24.0 版

- Feature: displaying `pipeline` and `stage` id in the `deal` field settings (#299).
- Fixed: ignoring field `doi_status` as it cannot be set via the API (#304).

1.23.1 版

- Fixed: resolving value for undocumented field type `status` (#259).

1.23.0 版

- Feature: list of user `ID` under fields of type `user` (#247).

1.22.0 版

- Feature: for type `lead` the files are added to `person` (#195).

1.21.1 版

- Fixed: do not cast `duration` as time (#161).

1.21.0 版

- Feature: improvement of the interface of the settings page (#119).
- Fixed: sending data to a field of type `double` (#118).
- Fixed: number of arguments for the sending action (#84).

1.20.1 版

- Chore: deps update (#83).

1.20.0 版

- Feature: ability to update an existing `deal` (#80).
- Fixed: filling non-numeric `enum` (#82).

1.19.0 版

- Feature: new filter `itglx/gf/pipedrive/ignore-sending` (#59).

1.18.0 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.
- Feature: use `action scheduler` instead of `wp cron`.
- Fixed: `limit` on the number of fields has been increased to the maximum possible 500.
- Fixed: enqueue scripts when `non-conflict` mode is `on`.

1.17.1 版

- Fixed: using `note api` for `note` to lead.

1.17.0 版

- Feature: support for processing utm tags when using caching plugins.
- Feature: added support custom `deal` fields to `lead`.

1.15.3 版

- Chore: use `webpack` to build assets.
- Fixed: do not cast time to UTC for custom fields.
- Fixed: sending lead data, casting the value `owner_id` to a number, if filled.
- Feature: support sending cookie `_ym_uid`.

1.14.1 版

- Chore: minor improvements in downloading the log through the admin panel.
- Feature: added support `lead` creation.

1.13.2 版

- Fixed: prepare date/time values.
- Chore: ignore deal service fields.
- Feature: using the new search API.
- Chore: use composer autoloader.
- Feature: reset fields cache by button without cron.
- Feature: ignore sending if status spam.

1.10.2 版

- Fixed: prepare time field.
- Fixed: prepare date field.
- Feature: support sending cookie `roistat_visit` to CRM.

1.9.0 版

- Feature: ability to re-send the entry.

1.8.1 版

- Chore: more error handling.
- Feature: more supports advanced fields.
- Feature: added `mbstring` polyfill.

1.7.0 版

- Feature: Support for uploaded files.

1.6.2 版

- Fixed: `created_by_user_id` activity field is no longer used, its value is set automatically.
- Fixed: pipedrive date format.
- Chore: increased the width of the fields in the administrative panel.
- Fixed: possible search error of the existing organization in part of the name.
- Feature: update for an existing person and organization.

1.5.2 版

- Chore: more logs.
- Fixed: special mail tags support.
- Feature: more supports advanced fields.
- Feature: the ability to choose the type of sending - immediately or wp cron.
- Feature: added the ability to log requests to CRM (disabled by default).

1.4.1 版

- Fixed: compatible with php 5.4.

1.4.0 版

- Feature: Send crm by cron.

1.3.0 版

- Feature: Populate the value of the select and multiselect field from the form field.
- Fixed: Check whether plugin `Gravity Forms` is active on the `Network`.

1.2.1 版

- Fixed: Support for `advanced name` field.

1.2.0 版

- Feature: Create a `deal` and `activity` together.

1.1.0 版

- Feature: Support for `activity`.
- Feature: Support for `utm` params in `URL`.
- Feature: Support for multi pipeline.
- Feature: Add `note` to a `deal`.
- Feature: Support for `advanced address` field.

1.0.0 版

- Initial public release.
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