內容簡介
此外掛可將 Gravity Forms 表單提交的資料自動同步至 Zoho CRM 或 Bigin，支援建立或更新潛在客戶、聯絡人等多種物件，透過 OAuth 2.0 安全連線，協助企業簡化表單與 CRM 之間的資料串接流程。
【主要功能】
• 透過 OAuth 2.0 安全連接多個 Zoho CRM 帳號
• 自由對應 Zoho CRM 欄位與 Gravity Forms 表單欄位
• 依條件篩選表單項目，僅將符合條件的資料送出
• 支援自動或手動將表單資料傳送至 Zoho CRM
• 詳細記錄每筆傳送結果，可一鍵重新傳送
• 聯絡人已存在時自動更新，不存在則新建物件
外掛標籤
開發者團隊
② 後台搜尋「WP Gravity Forms Zoho CRM and Bigin」→ 直接安裝（推薦）
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.
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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
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