[WordPress] 外掛分享： Contact Form 7 – SalesKing CRM Addon

內容簡介

這個外掛可以在任何Contact-Form-7表單中捕獲的聯繫人資訊創建一個銷售線索。

您可以添加任意數量的表單，將任何字段映射到進階聯繫人屬性，例如標籤、備註和銷售線索等，
這使您可以創建“專屬”表單，例如從專門的行銷渠道和銷售渠道收集線索。

在SalesKing內部，您可以專業地處理收集到的線索，例如跟進郵件或電話，創建估價單等等。

我們建議使用聯繫表單7的功能，例如單選按鈕和選項來收集銷售線索並動態標記它們。
這將為您的銷售團隊提供巨大的洞察力，通過在SalesKing內過濾線索並使用SalesKing作為CRM。

好的，到目前為止聽起來很不錯：如何升級您的WordPress聯繫表單7

如果您已經使用聯繫表單7，從您的網站捕獲線索只需兩個簡單的步驟：

獲取SalesKing賬戶
安裝並啟用聯繫表單7 + 這個外掛
配置與SalesKing集成的聯繫表單（請參閱屏幕截圖）

高級用法

在新表單中，我們輸入一些故障安全的默認值：

表單字段 -> SalesKing聯繫人字段
電子郵件 -> 電子郵件
姓名 -> 姓
標題+信息 -> 備註
表單網址 -> 銷售線索
某些標記 -> 標籤列表

除了上述SK字段外，我們還支持phone_office和organisation的表單字段，您可以選擇填寫這些字段，並通過使用contactform7的功能與SalesKing相結合，充分發揮您的創造力。

如果您需要更多字段或任何幫助，只需向[email protected]發送郵件。
您可以在我們的API瀏覽器中查看所有可能可用的聯繫人字段。

可用語言

英語（標準）

要求

需要WordPress 3.2和PHP 5.2.6+！
需要curl。

外掛標籤

開發者團隊

原文外掛簡介

The plugin creates a lead with the contact information captured in any Contact-Form-7 form.
You can add as many forms as you like and map arbitrary fields to advanced contact properties e.g tags, notes, lead_reference.
This enables you to create “special” forms e.g. to collect leads from dedicated marketing channels and sales channels.
Within SalesKing you can then professionally work with the collected leads like e.g. follow-up by mail or phone, create estimates and so on.
We suggest using the contact form 7 capabilities like e.g. radio-buttons and selections to collect leads and dynamically tag them.
This will give your sales team great insight by filtering the leads within SalesKing and use SalesKing as CRM.
Okay, sounds great so far: How to pimp your wordpress contact form 7
If you already use Contact Form 7, capturing leads from your site is just two simple steps away:

Get a SalesKing account
Install and activate contact form 7 + this plugin
Configure a contact form with SalesKing integration (see screenshots)

Advanced Usage
On new forms we enter some fail-safe defaults:
Form-field -> SalesKing Contact field
email -> email
name -> last_name
subject+message -> notes
form-url -> lead_ref
some-tag -> tag_list

Besides the SK-fields above, we support form fields for phone_office and organisation it’s up to you to fill the mentioned fields – be creative by using the contactform7 capabilities in combination with SalesKing.
If you need more fields or any help just drop us a mail at [email protected].
You can see all possibly available contact fields in our API Browser
Available languages

english (standard)

Requirements

WordPress 3.2 and PHP 5.2.6+ required!
curl is needed.