[WordPress] 外掛分享: Integrate SharpSpring and Gravity Forms

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WordPress 5.4+ v1.0.5 上架:2020-10-07

內容簡介

輕鬆地將Gravity Forms與SharpSpring集成。輕鬆連接您網站上的所有表單,將潛在客戶信息收集到您的CRM中,並增強您的電子郵件和營銷自動化功能。

智能集成

將表單與SharpSpring連接起來,將您的潛在客戶數據推送到您的列表中。從網站上的任何表單捕獲新的潛在客戶,他們將自動被添加到您的聯繫管理器中作為潛在客戶。一個表單連接多個列表,使用一個表單上的多個Feeds捕獲不同的數據。

自定義字段

捕獲比基礎數據更多的數據。在SharpSpring中創建自定義字段,並輕鬆地將它們映射到表單中的任何字段。然後,該數據將映射到您的新潛在客戶。

條件邏輯

啟用條件邏輯以動態發送基於提供的信息的潛在客戶。如果不希望某個潛在客戶選擇了特定的複選框選項,就不要將其發送到列表中。這些都可以通過條件邏輯輕鬆實現。

集成SharpSpring和Gravity Forms設置:

轉到表單- >設置- >SharpSpring- >添加API設置(可在SharpSpring中找到:SharpSpring設置- >Sharppring API- >API設置)
轉到表單- >選擇任何表單- >設置- >SharpSpring- >創建Feed(創建一個)
Feed設置- >創建Feed名稱- >選擇一個列表- >地圖表單字段- >更新設置

教學視頻:

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① 下載 ZIP → 後台「外掛 › 安裝外掛 › 上傳外掛」
② 後台搜尋「Integrate SharpSpring and Gravity Forms」→ 直接安裝(推薦)
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原文外掛簡介

Seamlessly integrate Gravity Forms with SharpSpring ( Constant Contact ). Easily connect all forms on your website, collect lead information into your CRM and power up your email and marketing automation.
Intelligent Integration
Connect your forms with SharpSpring and push your lead data into your lists. Capture new leads from any form on your site, they will automatically be added to your contact manager as a lead. Have one form connect to multiple lists and capture different data using multiple feeds on one form.
Custom Fields
Capture more data than the basics. Create custom fields in SharpSpring and easily map them to any field from your form. That data will then be mapped to your new lead.
Conditional Logic
Enable conditional logic to dynamically send leads based on information they’ve provided. Don’t want a lead to go to a list if they’ve selected a specific checkbox option? Easily done with conditional logic.
Integrate SharpSpring and Gravity Forms Setup:

Go To Forms -> Settings -> SharpSpring -> Add API settings ( These can be found in SharpSpring: SharpSpring Settings -> Sharppring API -> API Settings )
Go to Forms -> Select any Form -> Settings -> SharpSpring -> Create feed ( Create One )
Feed Settings -> Create feed name -> Choose a list -> Map form fields -> Update settings

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