內容簡介
Hubspot是一款基於雲端的工具，可在同步數據的同時轉換銷售機會並建立客戶關係，並具有超過1,000種集成，使定位客戶和完成程序變得簡單。Gravity Forms HubSpot Add-On外掛可無縫地將表單數據與WordPress管理員連接。安裝外掛後，可以在WordPress中記錄表格提交前和提交後進行的活動，包括表格提交者的內容生命周期和互動。
常見問題與解答：
- 如何安裝外掛？
- 啟用Gravity Forms外掛
- 啟用外掛
- 前往Gravity Forms -> 設置
- 檢查Client ID和Token
- 如果Access Token已過期，請獲取新的Token
- 如果Access Token已結束，請刷新Token。您將立即獲得新的Access Token代碼
- 如何製作和映射Gravity Form？
- 給表單填寫標題和描述
- 添加表單字段並保存表單
- 前往表單設置 -> HubSpot Add-On
- 將字段與其相應的名稱進行映射並保存映射
- 或者可以在新表單中使用名稱映射字段，以便自動映射輸入
- 如何完成樣板輸入？
- 填寫所需信息，然後發送表單
- 該表單將自動分配給表單字段，並生成一個表格
- 如何創建和編輯表單輸入？
- 如果輸入是新的，則會從頭開始創建表格輸入
- 否則，將使用新信息進行更新
- 如果輸入已創建但不可見怎麼辦？
- 在這種情況下，可以再次同步到Hubspot，您的數據將在短時間內可用。
外掛標籤
開發者團隊
② 後台搜尋「Curious Brains GF HubSpot Addon」→ 直接安裝（推薦）
原文外掛簡介
HubSpot is a cloud-based tool that syncs data across teams while converting leads and building customer relationships. HubSpot\’s over
1000 integrations make it simple to locate clients and work through procedures as well. When a form is finished, the Gravity Forms HubSpot Add-On seamlessly connects form data fields with WordPress admin. Learn more at wpcuriousbrains.com
PLUGIN INSTALLATION
- Activate Gravity Forms -> Activate Add-On
- Go to Gravity Forms -> Settings
- Check Client ID & Token
Get new Token if Access Token Expired
Refresh Token if your Access Token has ended. You will be given a new
Access Token Code immediately.
Making & Mapping of Gravity Form
Forms-> New Blank Form -> Fill in title & description. Add form fields
-> Save Form Form Settings -> HubSpot Add-On Map fields with their
respective names -> Save mapping
OR
Form fields are mapped in with their names in a new form, which aids in
automatic mapping of inputs.
Completing Sample Entries
Simply enter the required information and send the form. It gets
assigned to the form fields automatically, and a table is generated.
Create and Edit Form Entries
If your entry is new, it will be made in the form table from scratch;
otherwise, it will be updated with the new information.
Entry has been created but is not visible.
In this case, you can Sync To Hubspot again, and your data will be
accessible after a short period of time.
