[WordPress] 外掛分享： Integration for Pipedrive and Contact Form 7, WPForms, Elementor, Ninja Forms

內容簡介

此外掛可將來自 Contact Form 7、WPForms、Elementor、Ninja Forms 等聯絡表單的提交資料，自動傳送至 Pipedrive CRM，提升銷售管理效率。

【主要功能】
• 連接多個 Pipedrive 帳戶
• 將 Pipedrive 欄位映射至聯絡表單欄位
• 根據用戶輸入過濾提交資料
• 手動將提交資料發送至 Pipedrive
• 查看 Pipedrive 提交日誌
• 將資料作為 Pipedrive 聯絡人備註發送

外掛標籤

開發者團隊

原文外掛簡介

Contact Form 7 Pipedrive extension sends form submissions from Contact Form 7, WPforms, Elementor Forms, Ninja Forms, Formidable Forms, Contact Form Entries and many other popular contact form plugins to Pipedrive when anyone submits a form. Learn more at crmperks.com
Contact form 7 Pipedrive integration

Go to “Pipedrive Accounts” tab then add new account.
Go to “Pipedrive Feeds” tab then create a new feed.
Map required pipedrive fields to contact form fields.
Send your test entry to pipedrive by clicking “send to pipedrive” button.
Go to “Pipedrive Logs” tab and verify status of previously sent entry.

Connect Pipedrive CRM account
Connect any contact form 7 to Pipedrive account by simply entering Pipedrive API key. Additionally, you can connect multiple Pipedrive accounts to Contact Form 7.
Map Pipedrive fields
Select any pipedrive Object then Map pipedrive Object fields to any contact form 7 fields. Plugin displays all pipedrive fields.
Filter contact form 7 submissions
Filter contact form 7 submissions sent to Pipedrive based on user input. For example , send those customers to Pipedrive who check “Subscribe to newsletter” checkbox.
Manually send to Pipedrive
Send contact form 7 submissions to Pipedrive when someone submits a contact form. You can manually send contact form 7 submissions to Pipedrive by clicking “Send to Pipedrive” button.
Pipedrive logs
View a detailed log of each contact form 7 submission Whether sent or not sent to Pipedrive and easily resend contact form 7 submission to Pipedrive.
Send Data As Pipedrive Contact Notes
Send one to many contact form 7 form fields as Pipedrive Object notes when someone submits a contact form on your site.
Create Or Update Contact in Pipedrive
If a Contact already exists in Pipedrive , update it otherwise create a new Contact in Pipedrive.

Premium Version Features.
Following features are available only in premium version Contact Form 7 Pipedrive Pro.

Phone number field, Marketing Status field and all custom fields of Pipedrive.
Create Leads in Pipedrive CRM.
Create Organizations and Deals in Pipedrive.
Assign Organizations and Deals to Contacts in Pipedrive.
Assign Owner to Contacts, Organizations and Deals in Pipedrive.
Google Analytics Parameters and Geolocation of a visitor who submitted the form.
Lookup lead’s email and phone using email and phone lookup apis.
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