WPForms Pipedrive CRM 集成 是 WordPress 的 Pipedrive CRM 集成插件,可让您非常简单地发送WPForms(或 WPForms Lite) 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“WPForms”表单与 Pipedrive CRM 集成。
- 集成无限的“WPForms”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。
- 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:提交表单时立即发送或通过“WP Cron”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。
- 支持发送 ‘_ym_uid。
- 多管道支持。
重要说明:
- 此插件需要“WPForms”或“WPForms Lite”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
1.11.0 版
- Feature: settings link in plugin list (#395). - Fixed: save form settings (#390). - Fixed: missed `channel_id` field (#387).
1.10.0 版
- Feature: loading stages without limitation, taking into account pagination (#357). - Fixed: skip and do not show unfillable `deal` field `product_name` (#362).
1.9.0 版
- Feature: field `visible_to` for `lead` (#302).
1.8.0 版
- Feature: support tag `{all_fields}` (#253).
1.7.0 版
- Feature: new filter `itglx/wpforms/pipedrive/fields-after-form-submission` (#233). - Feature: displaying `pipeline` and `stage` id in the `deal` field settings (#229). - Fixed: ignoring field `doi_status` as it cannot be set via the API (#231). - Fixed: parameter `smarttags` for fields (#218).
1.6.1 版
- Fixed: resolving value for undocumented field type `status` (#196).
1.6.0 版
- Feature: new filter `itglx/wpforms/pipedrive/ignore-sending` (#188).
1.5.0 版
- Feature: support sending value from cookie `_ym_uid` (#150).
1.4.1 版
- Fixed: do not cast `duration` as time (#123).
1.4.0 版
- Feature: improvement of the interface of the settings page (#96). - Fixed: sending data to a field of type `double` (#95).
1.3.2 版
- Chore: deps update (#70).
1.3.1 版
- Fixed: filling non-numeric `enum` (#63).
1.3.0 版
- Feature: merging values in multiple custom fields when updating an existing 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: using `note api` for `note` to lead.
1.2.3 版
- Fixed: replacement of additional shortcodes with values - Fixed: processing a set of values from field `checkbox`. - Chore: use `webpack` to build assets. - Fixed: compatibility with `SG Optimizer`. - Chore: default log file path, moved to `WordPress` uploads directory. - Fixed: do not cast time to UTC for custom fields. - Feature: added support custom `deal` fields to `lead`.
1.1.3 版
- Fixed: toggle open/close content in panel with fields. - Fixed: sending lead data, casting the value `owner_id` to a number, if filled. - Chore: minor improvements in downloading the log through the admin panel. - Feature: added support `lead` creation.
1.0.2 版
- Fixed: prepare date/time values. - Chore: ignore deal service fields.
1.0.0 版
- Initial public release