[WordPress] 外掛分享： Integration for Keap/infusionsoft and Contact Form 7, WPForms, Elementor, Formidable, Ninja Forms

內容簡介

此外掛可將 Contact Form 7、WPForms、Elementor、Ninja Forms 和 Formidable 等熱門聯絡表單的提交資料，安全地傳送至 Infusionsoft/Keap CRM，幫助用戶有效管理客戶資料。

【主要功能】
• 連接多個 Infusionsoft/Keap 帳戶
• 自訂映射聯絡表單欄位至 Infusionsoft 欄位
• 過濾聯絡表單提交資料
• 手動發送聯絡表單資料至 Infusionsoft
• 檢視詳細的提交日誌
• 將聯絡表單欄位作為 Infusionsoft 註解發送

外掛標籤

開發者團隊

原文外掛簡介

Contact Form 7 Keap/infusionsoft 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 Infusionsoft/Keap CRM when anyone submits a form. Learn more at crmperks.com
Contact Form 7 Keap/Infusionsoft Setup

Go to “infusionsoft Accounts” tab and add new account then connect your Keap/infusionsoft account.
Go to “infusionsoft Feeds” tab then add new feed.
Map required infusionsoft fields to Contact form 7 form fields.
Send your test entry to infusionsoft crm.
Go to “Infusionsoft Logs” tab and verify, if entry was sent to Keap/Infusionsoft.

Connect infusionsoft account
Connect any contact form 7 form to infusionsoft/Keap by safe and secure Oauth 2.0. Additionally, You can connect multiple Keap/Infusionsoft accounts.
Map infusionsoft fields
Map any contact form 7 form fields to infusionsoft/Keap object(Contacts, Company, Tasks, Order) fields. Also, You can map unlimited Keap/infusionsoft object fields to contact form 7 form fields.
Filter contact form 7 submissions
Easily filter contact form 7 entries sent to infusionsoft/Keap based on user input. For example , only send contact form entry to infusionsoft which contanins work email address.
Manually send entry to infusionsoft
Send contact form 7 entries to infusionsoft when anyone submits a form. Later You can manually send contact form 7 entries to infusionsoft.
infusionsoft logs
View a detailed log of each contact form 7 entry whether sent or not sent to infusionsoft and easily resend contact form 7 entry to infusionsoft CRM.
Send Data As infusionsoft object Notes
Send one to many contact form 7 fields as infusionsoft Contact notes.
Create Or Update Contact in Infusionsoft
If a contact already exists in infusionsoft CRM, update it otherwise create a new contact.
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 infusionsoft. You can send to any contact form(contact form 7) submissions to infusionsoft with this free plugin.

Premium Version Features.
Following features are available in Pro version only Contact Form Infusionsoft Pro.

Infusionsoft Custom fields.
Phone Number fields of Infusionsoft Contact.
Assign Tags to Infusionsoft Contacts based on user input.
Infusionsoft Contact Attachments and affiliates tracking.
Google Analytics Parameters and Geolocation of a visitor who submitted the form.
Lookup lead’s email and phone number using email and phone lookup apis.
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