[WordPress] 外掛分享: WP Gravity Forms HubSpot

WordPress 外掛 WP Gravity Forms HubSpot 的封面圖片。

前言介紹

  • 這款 WordPress 外掛「WP Gravity Forms HubSpot」是 2019-04-22 上架。
  • 目前有 600 個安裝啟用數。
  • 上一次更新是 2025-04-24,距離現在已有 10 天。
  • 外掛最低要求 WordPress 3.8 以上版本才可以安裝。
  • 外掛要求網站主機運作至少需要 PHP 版本 5.3 以上。
  • 有 12 人給過評分。
  • 還沒有人在論壇上發問,可能目前使用數不多,還沒有什麼大問題。

外掛協作開發者

sbazzi | asif876 | crmperks |

外掛標籤

hubspot | gravity forms | gravity forms HubSpot | gravity forms HubSpot addon | HubSpot gravity forms integration |

內容簡介

Gravity Forms HubSpot 外掛可以在使用者提交表單時自動將表單提交資訊傳送至 HubSpot。更多詳情請參考crmperks.com。

<h3>Gravity Forms HubSpot外掛設定</h3>

前往「表單」-> 「設定」-> 「HubSpot」然後新增帳戶。
前往「表單」-> 選擇任何表單 -> 「設定」-> 「HubSpot」然後建立新回饋配置。
將必要的HubSpot欄位映射至Gravity Forms表單欄位。
傳送測試提交記錄至 HubSpot。
前往「表單」->選擇任何表單 -> 「設定」-> 「HubSpot Logs」,以確認先前已傳送的提交記錄。

連接 HubSpot CRM 帳戶

通過安全和保護的 OAuth 2.0 或 API 金鑰,可以將任何重力表單連接到 HubSpot 帳戶。此外,您可以連接多個HubSpot帳戶。

映射HubSpot欄位

只需選擇任何HubSpot對象(聯繫人,工單等)或HubSpot表單,然後將Gravity Forms表單欄位映射至HubSpot對象欄位。

手動將提交記錄傳送至HubSpot

當用戶提交表單時,可自動將 Gravity Forms 提交記錄傳送至 HubSpot。也可以手動將Gravity Forms 填寫內容傳送至 HubSpot。

過濾 Gravity Forms HubSpot 提交記錄

可傳送所有Gravity Forms提交記錄至 HubSpot 或者 根據用戶輸入篩選傳送至 HubSpot 的提交記錄。例如,僅將其中包含工作電子郵件地址的記錄傳送至 HubSpot。

Gravity Forms HubSpot 日誌

查看每個Gravity Forms提交記錄的詳細日誌,無論是已傳送還是未傳送至HubSpot,還可輕鬆地重新傳送Gravity Forms提交記錄至HubSpot。

將資料作為HubSpot對象備註傳送

如聯繫表單存在不能映射至任何HubSpot聯繫人欄位的欄位,則可以作為HubSpot聯繫人備註傳送。

Hubspot錯誤報告

如果在將提交記錄傳送至HubSpot時發生錯誤,系統會將包含錯誤詳細信息的電子郵件發送至指定的電子郵件地址。

在HubSpot中創建或更新聯絡人

如果HubSpot中已經存在某個聯繫人,則更新該聯繫人,否則將創建一個新的聯繫人並加入至 HubSpot CRM。

Premium 版本功能:

以下功能僅限Premium版Gravity Forms HubSpot Pro。

定制字段,特别是电话号码字段。
将HubSpot联系人添加到Deal、Ticket、Task、Company中。
將公司分配給聯繫人、工單、任務等。
將聯繫人添加到 HubSpot 列表和工作流程中。
将聯繫人分配給工單或任务。
更新 HubSpot 中的交易和工單。
當用戶提交表單時,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詢服務查找潛在客戶的電子郵件和電話號碼,當用戶提交聯繫表單時。
20多個高級附件。

<h3>需要Woocommerce 或 Contact Form 7 的HubSpot外掛嗎?</h3>

HubSpot Woocommerce Plugin
Contact Form 7 HubSpot

<h3>想要將Gravity Forms數據發送到不同的CRMs嗎?</h3>

我們提供20多種CRM的 Premium Gravity Forms 插件。

原文外掛簡介

Gravity Forms HubSpot Add-on automatically sends form submissions to HubSpot when someone submits a form. Learn more at crmperks.com
Unlock Powerful HubSpot Integration with Our Enhanced Features
We’ve added a host of new features to our Gravity Forms HubSpot integration, making it more powerful and versatile than ever.
Seamless Support for All HubSpot Objects
Effortlessly create and manage any HubSpot object, including Contacts, Companies, Tasks, Tickets, Deals, Leads, Carts, Orders, Invoices, Listings, Services, Courses, and even Custom Objects. Easily associate objects with one another for example, linking a contact to a lead, deal, or invoice with just a few clicks.
Transform Your Gravity Forms into Genuine HubSpot Formss
With our enhanced form mapping feature, you can seamlessly submit Gravity forms as authentic HubSpot online forms. Simply create a feed, map your HubSpot form fields to your Gravity form fields, and let the plugin handle the rest. Plus, track user web activity directly in HubSpot for deeper insights.
Gravity Forms HubSpot Add-on Setup

Go to Forms -> Settings -> HubSpot then add new account.
Go to Forms -> select any form -> Settings -> HubSpot then create new feed.
Map required HubSpot fields to Gravity Forms form fields.
Send your test entry to HubSpot.
Go to Forms -> select any form -> Settings -> HubSpot Logs and verify previously sent entries.

Connect hubspot crm account
Connect any gravity forms to HubSpot account by safe and secure Oauth 2.0 or your Private Hubspot App. Additionally, you can connect multiple hubspot accounts.
Mapping HubSpot fields
Simply select any HubSpot object(Contact, Ticket etc) or hubspot form then map gravity forms form fields to HubSpot object fields.
Manually send entries to HubSpot
Automatically Send gravity forms submissions to HubSpot when user submits form. Also , you can manually send gravity forms submissions to HubSpot.
Filter Gravity Forms HubSpot submissions
Either send all gravity forms entries to HubSpot or filter entries sent to HubSpot based on user input. For example , only send that entry to HubSpot which contains work email address.
Gravity Forms HubSpot logs
View a detailed log of each gravity forms entry whether sent or not sent to HubSpot and easily resend gravity forms entry to HubSpot.
Send Data As HubSpot object Notes
if a contact form has fields which can not be mapped to any HubSpot contact fields, So you can send such fields as HubSpot contact note.
Hubspot Error Reporting
If there is an error while sending an entry to HubSpot, an email containing the error details will be sent to the specified email address.
Create Or Update Contact in HubSpot
If a contact already exists in HubSpot, update it otherwise create a new contact in HubSpot CRM.

Premium Version Features.
Following features are available in premium version Gravity Forms HubSpot Pro.

Custom fields, file attachments, custom lists and Phone Number fields.
HubSpot Custom fields and custom objects.
Add HubSpot Contact to Deal, Lead, Order, Ticket, Task, Company.
Assign a Company to Contact, Ticket, Task.
Add Contacts to HubSpot Lists and WorkFlows.
Assign Pipeline and stage to any Hubspot Object.
Assign a Contact to Ticket or Task.
Update deals and tickets in HubSpot.
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

Need HubSpot Plugin for Woocommerce or Contact Form 7 ?

HubSpot Woocommerce Plugin

Contact Form 7 HubSpot

Want to send Gravity Forms data to a different crms
We have Premium Gravity Forms add-ons for 20+ CRMs.View All CRM Extensions

各版本下載點

  • 方法一:點下方版本號的連結下載 ZIP 檔案後,登入網站後台左側選單「外掛」的「安裝外掛」,然後選擇上方的「上傳外掛」,把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
  • 方法二:透過「安裝外掛」的畫面右方搜尋功能,搜尋外掛名稱「WP Gravity Forms HubSpot」來進行安裝。

(建議使用方法二,確保安裝的版本符合當前運作的 WordPress 環境。


1.0.3 | 1.0.4 | 1.0.5 | 1.0.6 | 1.1.8 | 1.2.0 | 1.2.1 | 1.2.2 | 1.2.3 | trunk |

延伸相關外掛(你可能也想知道)

文章
Filter
Apply Filters
Mastodon