內容簡介
Ms including Salesforce, HubSpot, and Zoho. Learn more at crmperks.com
在 Dynamics CRM 上使用 Gravity Forms Dynamics CRM 外掛
當某人提交表單時，Gravity Forms Dynamics CRM 外掛可以自動將表單提交內容傳送到 Dynamics CRM Online。更多資訊請參閱crmperks.com
建立 Gravity Forms Dynamics CRM 外掛
前往「表單」 ->「設定」->「Dynamics CRM」然後新增新帳戶。
前往「表單」-> 選取任何表單- >「設定」->「Dynamics CRM」，然後建立新源。
將必要的 Dynamics CRM 欄位對應到 Gravity Forms 表單欄位。
將測試條目發送到 Dynamics CRM。
前往「表單」->選取任何表單 ->「設定」->「Dynamics CRM」，並驗證先前發送的條目。
Dynamics CRM 在現場
Gravity Forms Dynamics CRM 外掛僅支援 Microsoft Dynamics CRM Online。
連接 Dynamics 365 CRM 帳戶
透過安全的 OAuth 2.0，將任何 Gravity Forms 欄位連接到 Dynamics CRM 帳戶。此外，您可以連接多個 Dynamics 365 CRM 帳戶。
對應 Dynamics CRM 欄位
僅需選取任何 Dynamics CRM 物件（聯絡人、公司等），然後將 Gravity Forms 表單欄位對應到 Dynamics CRM 物件欄位。
篩選 Gravity Forms Dynamics CRM 提交內容
將所有 Gravity Forms 條目發送到 Dynamics CRM，或根據用戶輸入篩選發送到 Dynamics CRM 的條目。例如，僅發送包含工作電子郵件地址的條目到 Dynamics CRM。
手動發送條目到 Dynamics CRM
當用戶提交表單時，自動發送 Gravity Forms 提交到 Dynamics CRM。此外，您還可以手動發送 Gravity Forms 提交到 Dynamics CRM。
Gravity Forms Dynamics CRM 日誌
查看每個 Gravity Forms 提交的詳細日誌，無論是否已發送（或未發送）到 Dynamics CRM，並輕鬆重新發送 Gravity Forms 提交到 Dynamics CRM。
錯誤報告
如果發送條目到 Dynamics CRM 時出現錯誤，系統會向指定的電子郵件地址發送包含錯誤詳細資訊的電子郵件。
將資料作為 Dynamics CRM 物件備註發送
如果聯絡表單具有無法映射到任何 Dynamics CRM 聯絡人欄位的欄位，則可以將此類欄位作為 Dynamics CRM 聯絡人備註發送。
在 Dynamics CRM 中建立或更新聯絡人
如果聯絡人已存在於 Dynamics CRM 中，則更新該聯絡人；否則，創建新聯絡人。
高級版功能。
以下功能在Gravity Forms Dynamics CRM Pro的高級版本中可用。
特定的電話號碼欄位。
Dynamics CRM 自訂物件。
將由一個源創建的對象（帳戶、聯絡人等）分配給 Dynamics CRM 中的其他源（潛在客戶、案例等）。
將潛在客戶添加到 Dynamics CRM 中的活動中。
當用戶提交表單時，您可以保存 gclid、utm 參數和地理位置。
使用電子郵件或電話號碼查找服務查找潛在客戶的電子郵件和電話號碼。
20 個高級附加元件。
Gravity Forms Dynamics CRM 外掛
使用此免費的 Gravity Forms Dynamics CRM 外掛，輕鬆將 Gravity Forms 整合到 Dynamics CRM 中。當有人在您的網站上提交聯絡表單時，您可以在 Dynamics CRM crm 中創建/更新聯絡人、公司或訂單資訊。
想將 Gravity Forms 資料發送到其他 CRM 嗎？
我們有超過 20 種 CRM 的高級 Gravity Forms 外掛，包括 Salesforce、HubSpot 和 Zoho。了解更多信息，請前往crmperks.com。
外掛標籤
開發者團隊
② 後台搜尋「WP Gravity Forms Dynamics CRM」→ 直接安裝（推薦）
原文外掛簡介
Gravity Forms Dynamics CRM Add-on automatically sends form submissions to Dynamics CRM Online when someone submits a form. Learn more at crmperks.com
Gravity Forms Dynamics CRM Add-on Setup
Go to Forms -> Settings -> Dynamics CRM then add new account.
Go to Forms -> select any form -> Settings -> Dynamics CRM then create new feed.
Map required Dynamics CRM fields to Gravity Forms form fields.
Send your test entry to Dynamics CRM.
Go to Forms -> select any form -> Settings -> Dynamics CRM Logs and verify previously sent entries.
Dynamics CRM On-premises
Gravity Forms Dynamics CRM Add-on only supports Microsoft Dynamics CRM Online.
Connect Dynamics 365 crm account
Connect any gravity forms fields to Dynamics CRM account by safe and secure Oauth 2.0. Additionally, you can connect multiple Dynamics 365 crm accounts.
Mapping Dynamics CRM fields
Simply select any Dynamics CRM object(Contact, Company etc) then map gravity forms form fields to Dynamics CRM object fields.
Filter Gravity Forms Dynamics CRM submissions
Either send all gravity forms entries to Dynamics CRM or filter entries sent to Dynamics CRM based on user input. For example , only send that entry to Dynamics CRM which contains work email address.
Manually send entries to Dynamics CRM
Automatically Send gravity forms submissions to Dynamics CRM when user submits form. Also , you can manually send gravity forms submissions to Dynamics CRM.
Gravity Forms Dynamics CRM logs
View a detailed log of each gravity forms submission whether sent (or not sent) to Dynamics CRM and easily resend gravity forms submission to Dynamics CRM.
Error Reporting
If there is an error while sending an entry to Dynamics CRM, an email containing the error details will be sent to the specified email address.
Send Data As Dynamics CRM object Notes
if a contact form has fields which can not be mapped to any Dynamics CRM contact fields, So you can send such fields as Dynamics CRM contact note.
Create Or Update Contact in Dynamics CRM
If a contact already exists in Dynamics CRM, update it otherwise create a new contact.
Premium Version Features.
Following features are available in premium version Gravity Forms Dynamics CRM add-on Pro.
Custom fields particularly Phone Number fields fields.
Dynamics CRM custom objects.
Assign object(Account,Contact etc) created by one feed to other feed object(Lead, Case) in Dynamics CRM.
Add a lead to Campaign in Dynamics CRM.
when a user submit a form, you can save gclid, utm parameters and Geo location.
Lookup lead’s email and phone number using email or phone number lookup services when user submits a contact form.
20+ premium addons
Gravity forms Dynamics CRM add-on
Easily integrate Gravity Forms to Dynamics CRM with this free Gravity Forms Dynamics CRM add-on. You can Create/Update a contact, company or Order in Dynamics CRM crm when anyone submits a contact form on your site.
Want to send Gravity Forms data to a different crms
We have Premium Gravity Forms add-ons for 20+ CRMs.View All CRM Extensions
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