內容簡介
總結：這個外掛讓你輕鬆地將Gravity Forms連接到Zoho CRM帳戶中，自動將表單提交作為Lead、Contact或客製模組的進入Zoho。減少手動輸入並即時保持CRM資料最新。
1. 這個外掛的主要功能有：
- 將Gravity Forms字段映射到Zoho CRM字段
- 支援Zoho的Leads、Contacts和客製模組
- 在表單提交後即時發送數據
- 使用Zoho OAuth身份驗證進行輕鬆設置
- 提供整合監控的日誌和調試工具
- 改善資料準確性，減少手動輸入
2. 這個外掛保證您的Zoho CRM與WordPress網站的資料保持同步和組織良好，無論是在收集潛在客戶、管理詢問，還是捕捉客戶資料。
3. 這個外掛使用SweetAlert來進行警告。
4. 外部服務包括ZohoCRM API和MaxMind GeoIP服務。以下是該外掛使用的服務的詳細資料：
- Zoho CRM API用於同步潛在客戶資料，提取用戶詳細信息並管理表單提交。
- MaxMind GeoIP服務用於基於用戶IP地址確定用戶的大致位置。
5. 此外掛使用Google廣告URL參數來進行廣告跟踪，並加強了安全措施，示範了安全做法。
外掛標籤
開發者團隊
② 後台搜尋「CRMZT Connector for Zoho by TechArk」→ 直接安裝（推薦）
原文外掛簡介
Easily connect your Gravity Forms to your Zoho CRM account. Automatically send form submissions to Zoho as Leads, Contacts, or entries in custom modules. Eliminate manual data entry and keep your CRM up to date in real-time.
Key Features:
– Map Gravity Forms fields to Zoho CRM fields
– Supports Zoho Leads, Contacts, and custom modules
– Send data instantly upon form submission
– Easy setup with Zoho OAuth authentication
– Logs and debug tools for integration monitoring
– Improve data accuracy and reduce manual entry
Whether you’re collecting leads, managing inquiries, or capturing customer data, this plugin ensures your Zoho CRM remains synced and organized with data from your WordPress site.
Resources
This plugin uses SweetAlert for alerts:
– Source: https://github.com/t4t5/sweetalert
All minified files in the plugin are compiled using [Webpack/NPM/etc]. Original source files are included in the /src/ directory.
External Services
This plugin connects to external services to enable CRM integration and geolocation features. Below are the details of the services used:
Zoho CRM API
This plugin integrates with Zoho CRM to synchronize lead data, fetch user details, and manage form submissions.
What is sent: OAuth access tokens, lead form data (e.g. name, email, phone, and other lead-related fields), and site information.
Why: To authenticate requests, push lead data to Zoho CRM, and fetch layout or user settings from Zoho.
When: On plugin setup (OAuth token generation), lead form submission, and when settings are configured.
Endpoints used:
https://accounts.zoho.com/oauth/v2/token
https://www.zohoapis.com/crm/v2/ (various endpoints for Leads, Users, Layouts, etc.)
Service Provider: Zoho Corporation Pvt. Ltd.
Terms of Service: https://www.zoho.com/terms.html
Privacy Policy: https://www.zoho.com/privacy.html
MaxMind GeoIP Service
This plugin optionally uses MaxMind’s GeoIP service to determine the approximate location of users based on their IP address.
What is sent: User IP address.
Why: To detect the user’s location and pre-fill location-related form fields or analytics.
When: When a user accesses a form or page that uses location detection.
Endpoint used: https://geoip.maxmind.com/geoip/v2.1/city/
Service Provider: MaxMind, Inc.
Terms of Service: https://www.maxmind.com/en/geoip2-services-agreement
Privacy Policy: https://www.maxmind.com/en/privacy-policy
Reviewer Notes
This plugin makes use of Google Ads URL parameters such as ref, gclid, and GCLID which are appended by Google automatically for ad tracking purposes.
These parameters are not generated or controlled by the plugin or the user and as such, cannot include WordPress nonces.
To maintain security:
– All such input values are sanitized using sanitize_text_field() and wp_unslash() as soon as they are accessed.
– These values are only used in temporary storage (such as cookies or sessions) and are never used for authentication, privilege escalation, or sensitive logic.
– All outputs are escaped using appropriate esc_* functions (esc_html(), esc_attr()).
– Inline code comments are provided in refcookie.php for context.
Nonce validation is not feasible in this context as these URLs are generated externally. However, the plugin fully complies with WordPress security practices for sanitization, validation, and escaping.
