Gravity Forms – Zoho CRM 集成

Gravity Forms – Zoho CRM 集成插件允许您连接 WordPress、Gravity Forms 和 Zoho CRM。要自动将 Gravity Forms 表单提交添加/更新到您的 Zoho CRM 账户，只需将您的 Gravity Forms 表单与 Zoho CRM 潜在客户、联系人或案例集成即可。此外，还开发了带有新的更好的 Zoho CRM API 2.0 的插件。

特征

• 轻松将您的 Gravity Forms 表单与 Zoho CRM 潜在客户、联系人或案例集成。
• 集成的 Gravity Forms 表单可以自动将站点新表单提交添加/更新到您的 Zoho CRM 潜在客户、联系人或案例。
• 轻松将您的 Gravity Forms 表单字段映射到您的 Zoho CRM 潜在客户、联系人或案例字段。
• “Create Module Record”和“Create/Update Module Record”的“Action Event”选项。
• 支持 Zoho CRM 自定义字段（电话、选项列表、多选项列表、日期、电子邮件、文本等）。
• 支持 Gravity Forms 表单“文件附件”并将表单文件附件上传到您的 Zoho CRM“附件”。
• 支持 Zoho CRM Campaign。Campaign 选择 Contact 和 Lead 的选项。将联系人或潜在客户添加到您的 Zoho CRM 营销活动。
• 支持 Zoho CRM 模块的“查找关系”类型字段（潜在客户所有者、联系人所有者等）。
• 启用/禁用触发器（工作流、审批和蓝图）。
• 支持布局
• 支持标签
• “Zoho CRM 模块字段”下拉字段按字母顺序排序。
• 查看 Zoho CRM API 错误日志的部分。
• 的 API 错误通知选项将向指定的电子邮件发送 Zoho CRM API 错误。
• 集成无限的 Gravity Forms 表单。

评分和评论

更改日志

2.3.0
- Maintenance release.

2.2.0
- Maintenance release.

2.1.0
 - Security release.

2.0.0
- Easily integrate your Gravity Forms form with Zoho CRM Lead, Contact or Case.
- Integrated Gravity Forms form can automatically add/update your site new form submissions to your Zoho CRM Lead, Contact or Case.
- Easily map your Gravity Forms form fields to your Zoho CRM Lead, Contact or Case fields.
- Action Event option for 'Create Module Record' and 'Create/Update Module Record'.
- Support Zoho CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).
- Support Gravity Forms form 'File Attachments' and upload form file attachments to your Zoho CRM 'Attachments'.
- Support Zoho CRM Campaign. Campaign select option for Contact and Lead. Add Contact or Lead to your Zoho CRM Campaign.
- Support 'Lookup Relationship' type fields (Lead Owner, Contact Owner, etc…) of Zoho CRM Module.
- Enable/Disable triggers (Workflow, Approval and Blueprint).
- Support layouts
- Support tags
- 'Zoho CRM Module Field' dropdown fields sorted in alphabetical order.
- Section for view Zoho CRM API error logs.
- API Error Notification option for will be sent Zoho CRM API error to the specified email.

1.5.0
 - Added Zoho CRM API 2.0.

1.4.0
 - Security release.
 - Performance - Optimized integration.

1.3.0
 - Feature - Added workflow trigger option for workflow rule while inserting record into CRM account.
 - Feature - Added Approval mode option for keep the records in approval mode while inserting record into CRM account.

1.2.0
 - Security release.

1.1.0
 - Feature - In Lead, Added workflow trigger option for workflow rule while inserting record into CRM account.
 - Security release.

1.0.0
 - Initial release.