內容簡介
CRMax 是一款將您的 WordPress 網站與 CRMax 帳戶連結的外掛，能自動將所有潛在客戶資料同步至 CRM，避免手動複製和遺漏查詢，提升業務效率。
【主要功能】
• 自動同步表單提交資料
• 同步用戶註冊與更新
• 同步 WooCommerce 客戶資料
• 自動標籤與加入工作流程
• 短碼嵌入表單與日曆
• 控制台小工具顯示 CRM 數據
外掛標籤
開發者團隊
② 後台搜尋「CRMax – CRM AI Automated to the Max」→ 直接安裝（推薦）
原文外掛簡介
CRMax – CRM AI Automated to the Max links your WordPress website to your CRMax account so every lead your site captures lands in your CRM automatically – no copy-paste, no missed enquiries.
Enter your CRMax API token once, and the plugin will:
Sync form submissions from Contact Form 7, WPForms, Gravity Forms, Elementor Pro Forms and Fluent Forms. Names, emails, phone numbers and companies are detected automatically; anything else is stored as custom fields so no data is lost.
Sync users – new registrations and profile updates become contacts, optionally tagged with their role. A bulk “Send to CRMax” action lets you push existing users too.
Sync WooCommerce customers – paid and processing orders create or update a contact with order totals and lifetime order count.
Tag and enrol automatically – every contact from your site gets a default tag, and can be dropped straight into a CRMax workflow (automation) for follow-up.
Embed CRMax anywhere with shortcodes for forms, booking calendars and funnel pages.
See your CRM at a glance with a WordPress dashboard widget showing contacts, pipeline value, revenue and upcoming bookings.
Shortcodes
[crmax_form slug="your-form"] – embed a CRMax form
[crmax_booking slug="your-calendar"] – embed a booking calendar
[crmax_funnel slug="your-page"] – embed a funnel / landing page
Each accepts an optional height attribute (in pixels).
Requires an account
This plugin is a client for the CRMax platform and requires a CRMax account. Create one free at crmax.au. Data is sent to your CRMax account over HTTPS using the REST API token you provide.
