內容簡介
Centrex Smart Web Form Builder 是一款可讓您在 WordPress 網站上輕鬆建立網頁表單的外掛，所有透過此表單收集的數據將與您的 Centrex CRM、LOS 或行動應用程式無縫整合，適合借款人、經紀人及投資者使用。
【主要功能】
• 拖放式表單建構器：直觀的介面輕鬆建立表單
• CRM 整合：表單提交直接發送至 Centrex CRM
• 多種欄位類型：支援文本、電子郵件、電話等欄位
• 自訂欄位對應：將表單欄位對應至 CRM 自訂欄位
• 短碼支援：可隨處嵌入表單
• 條件欄位：根據其他欄位值顯示或隱藏欄位
外掛標籤
開發者團隊
② 後台搜尋「Centrex Smart Web Form Builder」→ 直接安裝（推薦）
原文外掛簡介
The Centrex Smart Web Form Builder allows you to build web forms on your WordPress website where all the data and docs collected via that web form builder will be fully integrated into your Centrex CRM, LOS, or Mobile App. Though any web form can be built using the Centrex Smart Web Form Builder, most Centrex customers build forms for borrowers looking for money, Brokers or ISO’s looking to partner up and do business, and/or investors or syndicates looking to invest in your business finance or fintech company.
Features
Drag-and-Drop Form Builder – Build forms visually in the WordPress admin with an easy-to-use interface
CRM Integration – Form submissions are sent directly to your Centrex CRM account
Multiple Field Types – Text, email, phone, date, number, textarea, dropdowns, checkboxes, radio buttons, headers, and paragraphs
Field Sets – Quickly add common field combinations like name, email, phone, and full address
Custom CRM Field Mapping – Map form fields to your Centrex CRM custom fields
URL Pre-Population – Dynamically populate form fields from URL parameters
Shortcode Support – Embed forms anywhere with [centrex_smart_app id="123"]
Gutenberg Block – Native block editor support with form picker and direct edit link
WPBakery Integration – Native WPBakery Page Builder element
Configurable Logging – Debug form submissions with built-in error, info, and debug logging
Email Fallback – Form data sent via email if API submission fails
Premium Features
Upgrade to Centrex Smart App Builder Premium to unlock:
Contact Updates – Update an existing CRM contact from a link, with identity verification before the form is shown or submitted
File Uploads – Allow users to upload documents with drag-and-drop file upload fields
Multi-Page Forms – Split long forms across multiple pages with page break fields
Conditional Fields – Show or hide fields based on other field values
Plaid Bank Linking – Integrate Plaid for financial account verification
Clixsign Document Signing – Send documents for digital signature after form submission
Docs and Support
If you have any questions regarding the Centrex Smart Web Form Builder you can email [email protected]. You can also view the Centrex webpage here for the Smart App Builder to purchase the premium version of this plugin.
We Need Your Feedback and Support
The quality and upkeep of the Centrex Smart Web Form Builder relies heavily on good feedback from Centrex customers and users. If you have an idea or would like the dev team to make an enhancement, please email [email protected], and they will assist with your idea or requirement.
Privacy Notices
With the default configuration, the Centrex Smart Web Form Builder does not:
Track users by stealth
Write any user personal data to a database outside the Centrex CRM/LOS
Send any data to external servers unless using the Plaid element in the premium form builder
Use Cookies
If you have configured the Centrex Smart Web Form Builder in such a way where it is pulling financial data and/or credit data, then IP addresses and sessions are created and stored. To keep your customers’ financial and credit data secure, the Centrex Smart Web Form Builder will communicate with a Centrex owned, SOC II Type II compliant Microsoft Azure server. The vendors that require a Microsoft Azure secure connection are:
Plaid
Meridian Link
CLEAR
We highly recommend having a privacy policy disclaimer on your web form near the call-to-action button.
API Calls
Plaid API – This API is called when a user interacts with the Plaid Link element to pass tokens between Plaid and the Centrex CRM.
Production: https://api-app.centrexsoftware.com
Staging: https://api-staging.centrexsoftware.com
Dev: https://app-gateway-centrex-dev.azurewebsites.net
Privacy Policy: https://www.centrexsoftware.com/privacy-policy/
Centrex API – This API is used when a front-end user submits the form to send the form data from your WordPress website directly to the CRM.
Production: https://api.centrexsoftware.com
Privacy Policy: https://www.centrexsoftware.com/privacy-policy/
Custom Datasource URL (optional) – If you enter a datasource URL in a form’s settings, that form’s submissions are POSTed to the URL you configured instead of the Centrex API. The destination is entirely of your choosing.
No other external requests are made. The plugin contains no tracking, analytics, or usage reporting.
Source Code for Bundled Libraries
This plugin bundles the following third-party libraries in minified form. Their unminified sources are available at:
jQuery Validation Plugin v1.19.3 (MIT) – https://github.com/jquery-validation/jquery-validation
Select2 v4.1.0-rc.0 (MIT) – https://github.com/select2/select2
jQuery UI v1.13.0 CSS theme (MIT) – https://github.com/jquery/jquery-ui
