內容簡介
Gravity Forms Infusionsoft 外掛可以在有人提交表單時自動將表單提交數據發送到 Infusionsoft/Keap CRM。欲瞭解更多信息，請前往crmperks.com。
Gravity Forms infusionsoft/Keap Add-on 設置
前往表單 -> 設定 -> Infusionsoft，然後添加新帳戶。
前往表單 -> 選擇任何表單 -> 設置 -> Keap/Infusionsoft，然後創建新的餵入。
將所需的 Keap/Infusionsoft 欄位映射到 Gravity Forms 表單字段。
將測試條目發送到 Infusionsoft CRM。
前往表單 -> 選擇任何表單 -> 設置 -> Infusionsoft 日誌，並驗證之前已發送的條目。
連接 Infusionsoft/Keap CRM 帳戶
通過安全的 Oauth 2.0 將任何 Gravity Forms 字段連接到 Infusionsoft-Keap 帳戶。此外，您可以連接多個 Infusionsoft/Keap CRM 帳戶。
映射 Keap/Infusionsoft 欄位
只需選擇任何 infusionsoft/Keap 對象（聯繫人、公司等），然後將 Gravity Forms 表單字段映射到 infusionsoft/Keap 對象字段即可。
篩選 Gravity Forms Keap/Infusionsoft 提交
無論是將所有的 Gravity Forms 条目發送到 infusionsoft/Keap，還是根據用戶輸入篩選發送到 infusionsoft 的條目。例如，僅將包含工作電子郵件地址的條目發送到 Keap/Infusionsoft。
手動將條目發送到 infusionsoft/Keap
當用戶提交表單時，自動將 Gravity Forms 提交發送到 infusionsoft/Keap。此外，您也可以手動將 Gravity Forms 提交發送到 infusionsoft/Keap。
Gravity Forms Keap/Infusionsoft 日誌
查看每個 Gravity Forms 提交的詳細日誌，無論是否已發送到 infusionsoft/Keap，並輕鬆重新發送 Gravity Forms 提交到 infusionsoft/Keap。
錯誤報告
如果在將提交發送到 infusionsoft/Keap CRM 時出現錯誤，系統會發送一封包含錯誤詳細信息的電子郵件到指定的電子郵件地址。
將數據發送為 infusionsoft 對象備註
如果聯繫表單中有無法映射到任何 infusionsoft/Keap 聯繫人欄位的字段，那麼您可以將此類字段作為 infusionsoft/Keap 聯繫人備註發送。
在 Infusionsoft/Keap 中創建或更新聯繫人
如果聯繫人已存在於 infusionsoft/Keap 中，則更新聯繫人；否則創建一個新聯繫人。
高級版本功能。
以下功能僅在Gravity Forms Infusionsoft 高級版中提供。
自定義字段，特別是電話號碼字段。
基於用戶輸入為 Infusionsoft 聯繫人分配標籤。
Infusionsoft 聯繫人附件和聯盟追踪。
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銷售線索的電子郵件和電話號碼。
20+ 高級外掛程式。
Gravity Forms Keap/Infusionsoft 外掛
透過這個免費的 Gravity Forms Infusionsoft 外掛，您可以輕鬆地將 Gravity Forms 整合到 Infusionsoft-Keap CRM 中。當任何人在您的網站上提交聯繫表單時，您可以在 infusionsoft CRM 中創建/更新聯繫人、公司或訂單。
想將 Gravity Forms 數據發送到不同的 crm 嗎？
我們還有超過 20 個 CRM 的高級 Gravity Forms 外掛。
外掛標籤
開發者團隊
② 後台搜尋「WP Gravity Forms Keap/Infusionsoft」→ 直接安裝（推薦）
原文外掛簡介
Gravity Forms infusionsoft Add-on automatically sends form submissions to Infusionsoft/Keap CRM when someone submits a form. Learn more at crmperks.com
Gravity Forms infusionsoft/Keap Add-on Setup
Go to Forms -> Settings -> Infusionsoft then add new account.
Go to Forms -> select any form -> Settings -> Keap/Infusionsoft then create new feed.
Map required Keap/Infusionsoft fields to Gravity Forms form fields.
Send your test entry to Infusionsoft CRM.
Go to Forms -> select any form -> Settings -> Infusionsoft Logs and verify previously sent entries.
Connect infusionsoft/Keap crm account
Connect any gravity forms fields to infusionsoft-Keap account by safe and secure Oauth 2.0. Additionally, you can connect multiple Infusionsoft/Keap crm accounts.
Mapping Keap/Infusionsoft fields
Simply select any infusionsoft/Keap object(Contact, Company etc) then map gravity forms form fields to infusionsoft/Keap object fields.
Filter Gravity Forms Keap/Infusionsoft submissions
Either send all gravity forms entries to infusionsoft/Keap or filter entries sent to infusionsoft based on user input. For example , only send that entry to Keap/Infusionsoft which contains work email address.
Manually send entries to infusionsoft/Keap
Automatically Send gravity forms submissions to infusionsoft/Keap when user submits form. Also , you can manually send gravity forms submissions to infusionsoft/Keap.
Gravity Forms Keap/Infusionsoft logs
View a detailed log of each gravity forms submission whether sent or not sent to infusionsoft/Keap and easily resend gravity forms submission to infusionsoft/Keap.
Error Reporting
If there is an error while sending an entry to infusionsoft/Keap CRM, an email containing the error details will be sent to the specified email address.
Send Data As infusionsoft object Notes
if a contact form has fields which can not be mapped to any infusionsoft/Keap contact fields, So you can send such fields as infusionsoft/Keap contact note.
Create Or Update Contact in Infusionsoft/Keap
If a contact already exists in infusionsoft/Keap, update it otherwise create a new contact.
Premium Version Features.
Following features are available in premium version Gravity Forms Infusionsoft add-on Pro.
Custom fields particularly Phone Number fields fields.
Assign Tags to Infusionsoft Contacts based on user input.
Infusionsoft Contact Attachments and affiliates tracking.
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 Keap/infusionsoft add-on
Easily integrate Gravity Forms to Infusionsoft-Keap crm with this free Gravity Forms Infusionsoft add-on. You can Create/Update a contact, company or Order in infusionsoft 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
Our free Infusionsoft/Keap Plugins
Contact Form 7 Keap/Infusionsoft
Keap/Infusionsoft WooCommerce Plugin
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