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.