前言介紹
- 這款 WordPress 外掛「WP Gravity Forms Zoho CRM and Bigin」是 2018-12-18 上架。
- 目前有 500 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 23 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
外掛標籤
Zoho | zoho leads | zoho plugin | zoho extension | zoho gravity forms |
內容簡介
s limited in functionality. The Gravity Forms Zoho CRM Add-on by CRM Perks provides more robust features such as custom modules, custom fields (including phone number fields), lead or contact campaign assignment, lead source and status setting, object assignment, object owner assignment, tracking of gclid, utm parameters and geolocation, and lookup services for lead email and phone number. Additionally, the plugin allows for manual sending of forms to Zoho CRM and provides detailed error reporting. Upgrade to the premium version for access to over 20 additional add-ons. Also, check out our Woocommerce Connector for Zoho CRM, Books, Invoice, and Inventory. Connect any gravity forms form to Zoho CRM securely with OAuth 2.0 and map required fields with ease.
原文外掛簡介
Easily create or update lead, contact or any other object in Zoho crm/bigin when an entry is created in Gravity Forms. Learn more at crmperks.com
Gravity Forms Zoho CRM/Bigin Setup
Go to Gravity Forms -> Settings -> Zoho CRM then add new account.
Go to Gravity Forms -> select any form -> Settings -> Zoho CRM then create a new feed.
Map required Zoho CRM fields to Gravity Forms form fields.
Send your test entry to Zoho CRM.
Go to Gravity Forms -> select any form -> Settings -> Zoho CRM Logs and verify all previously sent entries.
Connect Zoho CRM account
Connect any gravity forms form to Zoho CRM by safe and secure Oauth 2.0. Also you can connect multiple Zoho CRM accounts to Gravity Forms.
Map Zoho CRM fields
Field mapping is easy. Select required Zoho Object(Contacts, Company, Order, account, case, Opportunity etc) , select a zoho field then select related Gravity Forms field.
Filter gravity forms entries
Filter gravity forms form entries sent to Zoho CRM based on user input. For example , only send contact form entry to Zoho CRM which contanin work email address.
Manually send to Zoho CRM
Automatically Send gravity forms entries to Zoho CRM when user submits a form. You can manually send gravity forms entries to Zoho CRM by clicking “Send to Zoho” button.
Zoho CRM logs
View a detailed log of each gravity forms entry whether sent (or not sent) to Zoho CRM and easily resend any gravity forms entry to Zoho CRM.
Send Data As Zoho CRM object Notes
Sometime you have form fields which can not be mapped to any zoho field. So you can send such gravity forms fields as Zoho CRM Object(contact, account, lead, case, deal etc) notes.
Error Reporting
If there is an error while sending data to Zoho CRM, an email containing the error details will be sent to the specified email address.
Create Or Update Contact in Zoho CRM
If a contact,lead,account already exists in Zoho CRM , update it otherwise create a new object in Zoho CRM.
Premium Version Features.
Following features are not available in Pro version only Gravity Forms Zoho CRM Plugin.
Custom modules of Zoho CRM, Custom fields and particularly Phone Number fields.
Add Lead or Contact to any Campaign.
Set Lead Source and Status in Zoho CRM.
Assign one Object to other. For example assigning a contact to a case
Assign Object(Contact, Lead etc) Owner to any Object in Zoho CRM.
When any user submits a form , you can track gclid, utm parameters and Geolocation.
Lookup lead’s email and phone number using popular email and phone lookup services when anyone submits a contact form.
20+ premium addons
Need Zoho Plugin for Woocommerce ?
We have a Woocommerce connector for Zoho CRM, Books, Invoice, Inventory. Woocommerce Zoho Integration
Why Gravity forms Zoho CRM add-on by CRM Perks
Gravity Forms has official Zoho crm addon which is good but it lacks some features like custom modules. Our Gravity forms Zoho CRM add-on has all features and uses latest version of Zoho API.
Free version of Gravity forms Zoho CRM add-on
Easily integrate Gravity Forms to Zoho CRM with this free Gravity Forms Zoho CRM add-on. You can Create/Update a contact, account, case, Opportunity or Order in Zoho CRM crm when any user submits a form.
Want to send Gravity Forms data to other crms
We have Premium Extensions 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 Zoho CRM and Bigin」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 | 1.0.2 | 1.1.1 | 1.1.2 | 1.1.3 | 1.2.2 | 1.2.3 | 1.2.4 | 1.2.5 | 1.2.6 | trunk |
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