Ninja Forms Pipedrive CRM 集成 是 WordPress 的 Pipedrive CRM 集成插件,可让您非常简单地发送忍者形态 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交易、活动或个人和组织添加到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“Ninja Forms”表单与 Pipedrive CRM 集成。
- 您可以选择您想要生成的 – 潜在客户、交易、活动或个人和组织。
- 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:在提交表单时立即发送或通过“Action Scheduler”稍有延迟。
- 集成无限的 Ninja Forms 表单。
- 支持上传的文件(发送到 ‘Files’)。
- 多管道支持。
- 支持从 ‘URL’ 获取 ‘utm’ 参数。
- 支持发送 ‘_fbp’ cookie。
- 支持发送 _fbc Cookie。
重要说明:
- 该插件至少需要 3.* ‘Ninja Forms’ 版本。
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
3.17.0 版
- Feature: remember `utm` when caching without additional request (#331). - Fixed: missed `channel_id` field (#328). - Fixed: notice about the `_load_textdomain_just_in_time` (#323).
3.16.0 版
- Feature: loading stages without limitation, taking into account pagination (#305). - Feature: using WP 6.5+ plugin dependency (#297). - Fixed: skip and do not show unfillable `deal` field `product_name` (#296).
3.15.0 版
- Feature: support sending `_fbc` cookie (#263). - Feature: support sending `_fbp` cookie (#262). - Feature: field `visible_to` for `lead` (#260).
3.14.0 版
- Feature: displaying `pipeline` and `stage` id in the `deal` field settings (#211). - Fixed: ignoring field `doi_status` as it cannot be set via the API (#206).
3.13.1 版
- Fixed: resolving value for undocumented field type `status` (#179).
3.13.0 版
- Feature: new merge tag `form_page_url` (#170).
3.12.0 版
- Feature: list of user `ID` for fields of type `user` (#132).
3.11.0 版
- Feature: for type `lead` the files are added to person (#104).
3.10.0 版
- Feature: improvement of the interface of the settings page (#78). - Fixed: do not cast `duration` as time (#86).
3.9.0 版
- Feature: support for sending uploaded files (#53).
3.8.2 版
- Fixed: sending data to a field of type `double` (#49).
3.8.1 版
- Fixed: filling non-numeric `enum` (#37).
3.8.0 版
- Feature: merging values in multiple custom fields when updating a person, instead of replacing. - Feature: optional send via `action scheduler` instead of `immediately`. - Feature: search for a person by phone & email instead of a name & email. - Feature: support for processing utm tags when using caching plugins. - Fixed: limit on the number of fields has been increased to the maximum possible 500.
3.7.2 版
- Fixed: using `note api` for `note` to lead.
3.7.1 版
- Chore: default log file path, moved to `WordPress` uploads directory. - Feature: added support `lead` creation.
3.6.3 版
- Fixed: do not cast time to UTC for custom fields. - Chore: minor improvements in downloading the log through the admin panel. - Fixed: prepare date/time values. - Feature: added the ability to log requests to CRM (disabled by default).
3.5.1 版
- Chore: ignore deal service fields. - Feature: populate select and multiselect. - Feature: using the new search API. - Feature: reset fields cache by button without cron.
3.2.2 版
- Chore: use composer autoloader. - Fixed: possible search error of the existing organization in part of the name. - Feature: update for an existing person (search by name/email).
3.1.1 版
- Fixed: lists were not possible to specify an empty value. - Feature: Support for `utm` params in `URL`.
3.0.0 版
- Initial public release