內容簡介
FormCourier CRM 外掛可將 Contact Form 7 和 WPForms 的提交資料傳送至 HubSpot CRM 或 Pipedrive，無需自訂整合程式碼，方便管理聯絡表單、潛在客戶表單及預約表單的 CRM 紀錄。
【主要功能】
• 支援 Contact Form 7 和 WPForms
• HubSpot 聯絡人及聯絡 + 交易模式
• Pipedrive 人員與交易或潛在客戶模式
• 每個表單與 CRM 配對的全球欄位映射
• 表單提交時立即傳送資料
• 內建 CRM 連接測試功能
外掛標籤
開發者團隊
原文外掛簡介
FormCourier CRM sends mapped Contact Form 7 and WPForms submissions to HubSpot CRM or Pipedrive after a site administrator explicitly enables the integration and saves CRM credentials.
The plugin is useful for contact forms, lead capture forms and appointment forms that need to create or update CRM records without custom integration code.
Main features
Contact Form 7 and WPForms support.
HubSpot contact-only and Contact + Deal modes.
Pipedrive person with deal or lead modes.
Separate global field mapping for every supported form and CRM pair.
Immediate delivery during form submission.
Built-in CRM connection testing.
Local technical logs with masked email addresses.
Optional masked request and response payloads for troubleshooting.
Encrypted CRM credentials when PHP OpenSSL is available.
Suggested Privacy Policy text in WordPress.
Translation-ready interface using the WordPress.org language-pack system, plus bundled offline documentation.
Commercial version
FormCourier CRM may show a contextual Get FormCourier CRM Pro link on the plugin settings screen and in the Plugins action links. The link opens https://formcourier.site/, an external commercial website operated by the plugin author. The plugin does not contact this website or send site, user, form or telemetry data to it unless an administrator intentionally follows the link.
Privacy
FormCourier CRM does not send telemetry or usage statistics to the plugin author.
The plugin contacts a CRM only after an administrator enables the integration, selects a CRM and saves credentials. The fields sent depend on the administrator’s mapping and may include a visitor’s name, email address, phone number, message, form ID and form name.
A local technical log may store the form provider, CRM provider, processing result, action and a masked email address. Full request and response payload logging is disabled by default. When enabled, known personal and secret fields are masked before storage.
External services
FormCourier CRM connects directly from the WordPress site to third-party CRM APIs only after a site administrator configures credentials and enables the integration. The plugin author does not receive these requests or form submissions.
HubSpot API – Used to search for, create and update HubSpot contacts and, when Contact + Deal mode is selected, to create an associated deal. On form submission, the plugin sends only the form values that the administrator mapped to HubSpot properties. Depending on the mapping, this may include a visitor’s name, email address, phone number, message, form ID and form name. The configured HubSpot private app access token is sent in the HTTP Authorization header with each HubSpot API request. When an administrator runs the connection test, the plugin sends the access token and a synthetic @example.invalid email search value to verify API access; no visitor submission data is sent by the connection test. HubSpot Customer Terms of Service: https://legal.hubspot.com/terms-of-service HubSpot Privacy Policy: https://legal.hubspot.com/privacy-policy
Pipedrive API – Used to search for, create and update Pipedrive people and organizations and to create or update deals, leads and notes according to the administrator’s selected entity mode and field mapping. On form submission, the plugin sends only the mapped form values and related CRM identifiers required for the selected operation. Depending on the mapping, this may include a visitor’s name, email address, phone number, message/note, form ID and form name. The configured Pipedrive API token is sent in the x-api-token HTTP header with each Pipedrive API request. When an administrator runs the connection test, the plugin sends the API token to the configured *.pipedrive.com account domain and requests the current-user endpoint; no visitor submission data is sent by the connection test. Pipedrive Terms of Service: https://www.pipedrive.com/en/terms-of-service Pipedrive Privacy Notice: https://www.pipedrive.com/en/privacy
No CRM request is made until the administrator intentionally configures the relevant CRM credentials. Form submission data is sent only when the integration is enabled. HubSpot and Pipedrive are third-party services and are not affiliated with or endorsed by FormCourier CRM.
