[WordPress] 外掛分享: Connect CF7 to HubSpot – Contact Form 7 CRM Integration

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WordPress 外掛 Connect CF7 to HubSpot – Contact Form 7 CRM Integration 的封面圖片
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問題解決
WordPress 5.9+ PHP 8.0+ v1.4.2 上架:2024-05-09

內容簡介

Connect CF7 to HubSpot 是一款強大的 WordPress 外掛,能將 Contact Form 7 直接連接至 HubSpot 帳戶,自動化工作流程並提升潛在客戶管理。每次提交的表單資料會即時且安全地同步至 HubSpot,讓您無需手動輸入資料即可管理聯絡人、追蹤提交情況並與受眾互動。

【主要功能】
• 同時將一個表單發送至多個 HubSpot 對象
• 更新已存在的聯絡人或創建新聯絡人
• 選擇管道和交易階段
• 附加上傳的檔案至對應記錄
• 根據訂閱狀態阻止提交
• 支援 HubSpot 自訂欄位

外掛標籤

開發者團隊

⬇ 下載最新版 (v1.4.2) 或搜尋安裝

① 下載 ZIP → 後台「外掛 › 安裝外掛 › 上傳外掛」
② 後台搜尋「Connect CF7 to HubSpot – Contact Form 7 CRM Integration」→ 直接安裝(推薦)
📦 歷史版本下載

原文外掛簡介

Sends each Contact Form 7 submission to HubSpot. Your forms stay as they are.
One form can create several linked records. A quote request, for example, can create a contact, their company and a deal in the pipeline and stage you choose. A support form can open a ticket. You can also send a form to an existing HubSpot form, so HubSpot workflows and page tracking treat it like a HubSpot form.
Setup

Create a HubSpot service key with the scopes from the FAQ and paste it into CF7 to HubSpot → Settings.
Open CF7 to HubSpot → Forms and pick a form.
Add the HubSpot objects, map the fields, turn Sync on.

Features

Contact, Company, Deal and Ticket from one form, each with its own mapping, associated with each other.
HubSpot form target, with the HubSpot tracking cookie and the page URL.
Update the contact with the same email, or always create a new one.
Deal pipeline and stage.
Uploaded files attached to the records.
Custom HubSpot properties.
Consent check: a submission from an unsubscribed email is not sent.
Logs with what HubSpot answered and which properties it rejected. Personal data is masked.
Error emails. Repeats of the same error within an hour come as one summary.
Optional background sending: the visitor does not wait for HubSpot, failed jobs are retried up to three times. Uses Action Scheduler when available, WordPress cron otherwise.
UTM parameters and click ids (gclid, fbclid) to the properties you map them to.
Optional HubSpot custom events: form submitted, synced, failed.
Developer hooks, see the FAQ.

External services
This plugin sends Contact Form 7 submissions to HubSpot, a third-party service, when a form is submitted and synced. It sends the values of the mapped form fields, uploaded files that are mapped, and, when enabled, attribution values; for HubSpot form targets it also sends the visitor’s IP address, the HubSpot tracking cookie and the page the form was sent from. In the admin it reads your HubSpot properties, forms, pipelines and subscription types to fill the mapping screens.
The plugin sends requests to:

https://api.hubapi.com
https://api.hsforms.com

HubSpot Terms of Service: https://legal.hubspot.com/terms-of-service
HubSpot Privacy Policy: https://legal.hubspot.com/privacy-policy
Privacy
Attribution cookies are off by default. When you turn on “Attribution cookies” in the plugin settings, the site stores the campaign parameters (utm_source, utm_medium, utm_campaign, utm_term, utm_content) and ad click ids (gclid, fbclid) of the visitor’s landing page in first-party cookies named cf7hs_* for up to 30 days (some browsers shorten this). When a consent plugin supports the WP Consent API, the cookies are set only after marketing consent. The values are sent to HubSpot with a contact form the visitor submits. Marketing cookies may need visitor consent where the law requires it.

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