[WordPress] 外掛分享： WP Dynamics CRM for Contact Form 7, WPForms, Elementor, Formidable and Ninja Forms

內容簡介

WP Dynamics CRM for Contact Form 7、WPForms、Elementor、Formidable 和 Ninja Forms 外掛可將聯絡表單的提交資料安全地傳送至 Microsoft Dynamics CRM，簡化客戶資料管理流程。

【主要功能】
• 支援多種聯絡表單外掛
• 使用 Oauth 2.0 安全連接 Dynamics CRM
• 自動或手動發送聯絡表單提交
• 詳細的提交日誌記錄
• 自動創建或更新 Dynamics CRM 內的聯絡人

外掛標籤

開發者團隊

原文外掛簡介

Contact Form 7 Dynamics CRM Plugin sends form submissions from Contact Form 7, WPforms, Elementor Forms, Ninja Forms, Formidable Forms, Contact Form Entries and many other popular contact form plugins to Dynamics CRM. Learn more at crmperks.com
How to Setup

Go to “Dynamics CRM Accounts” tab and add new account.
Go to “Dynamics CRM Feeds” tab , create new feed.
Map required Dynamics CRM fields to contact form 7 fields.
Send your test entry to Dynamics CRM.
Go to “Dynamics CRM Logs” tab and verify, if entry was sent to Dynamics CRM.

Dynamics CRM On-premises
Contact Form 7 Dynamics CRM add-on only supports Microsoft Dynamics CRM Online.
Connect Microsoft Dynamics CRM account
Connect any contact form 7 to Dynamics CRM/Dynamics 365 account by safe and secure Oauth 2.0. Additionally, you can connect multiple Dynamics 365 crm accounts
Map Microsoft Dynamics CRM fields
In a feed, select Dynamics CRM Object then Map any contact form 7 fields to Dynamics CRM/Dynamics 365 object(Contacts, Account, Lead, Order, Case) fields.
Filter contact form 7 submissions
Send all or filter contact form 7 submissions sent to Dynamics CRM/Dynamics 365 based on user input. For example , only send that entry to Dynamics CRM which contains work email address.
Manually send entries to Dynamics CRM
Send contact form 7 submissions to Dynamics CRM/Dynamics 365 when someone submit a form. You can manually send contact form submissions to Dynamics CRM.
Dynamics CRM logs
View a detailed log of each contact form 7 submission whether sent or not sent to Dynamics CRM/Dynamics 365 and easily resend contact form 7 submission to Dynamics CRM.
Send Data As Dynamics CRM object Notes
Send one to many contact form 7 fields as Dynamics CRM/Dynamics 365 object(Contacts, Account, Lead, Order, Case) notes.
Create Or Update Contact in Dynamics CRM
If an entry(Contacts, Account, Lead, Order, Case) already exists in Dynamics CRM/Dynamics 365 , update it otherwise create a new entry in Dynamics CRM.
Why we built this plugin
Contact Form 7 and some other popular contact forms are good but you can not send contact form submissions to any crm including Dynamics CRM. You can send to any contact form(contact form 7) submissions to dynamics with this free plugin.

Premium Version Features.
This plugin has a Premium version which comes with several additional benifits Contact Form Dynamics CRM.

Custom fields particularly Phone Number fields of Dynamics CRM.
Dynamics CRM Custom entities.
Assign object(Account,Contact etc) created by one feed to other feed object(Lead, Case) in Dynamics CRM.
Add a lead to Campaign in Dynamics CRM.
Assign Owner to contact, account, lead, case or order.
Google Analytics Parameters and Geolocation of a visitor who submitted the form.
Lookup lead’s email using email lookup apis.
Verify lead’s phone number and get detailed information about phone number using phone lookup apis.
20+ premium addons

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