內容簡介
WP Gravity Forms HubSpot 外掛可自動將表單提交資料發送至 HubSpot，並提供強大的整合功能，讓使用者能夠輕鬆管理 HubSpot 物件，提升行銷與客戶關係管理的效率。
【主要功能】
• 自動將 Gravity Forms 提交資料發送至 HubSpot
• 支援所有 HubSpot 物件的創建與管理
• 轉換 Gravity Forms 為 HubSpot 真正的表單
• 手動發送表單資料至 HubSpot
• 詳細的提交日誌與錯誤報告功能
• 高級版本提供自訂欄位與附檔功能
外掛標籤
開發者團隊
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.
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