[WordPress] 外掛分享： Integration for Gravity Forms and Pipedrive

內容簡介

Integration for Gravity Forms and Pipedrive 外掛可將網站上 Gravity Forms 的表單提交自動傳送至 Pipedrive CRM，幫助用戶輕鬆創建聯絡人、組織或交易，提升業務管理效率。

【主要功能】
• 自動將表單提交傳送至 Pipedrive CRM
• 支援多個 Pipedrive 帳戶連接
• 自訂 Pipedrive 欄位映射
• 錯誤報告功能，及時通知用戶
• 詳細的 CRM 日誌，便於追蹤
• CSV 格式導出日誌，便於記帳

外掛標籤

開發者團隊

原文外掛簡介

Gravity Forms Pipedrive Add-on sends form submissions from Gravity Forms to Pipedrive CRM when anyone submits a form on your site. You can create a Contact, Organization OR Deal in Pipedrive. Learn more at crmperks.com
Gravity Forms Pipedrive Integration Setup

Go to Forms -> Settings -> Pipedrive then add new account.
Go to Forms -> select any form -> Settings -> Pipedrive then create new feed.
Map required Pipedrive fields to Gravity Forms form fields.
Send your test entry to Pipedrive CRM by clicking “Send to Pipedrive” button.
Go to Forms -> select any form -> Settings -> Pipedrive Logs and verify status of previously sent entries.

Connect Pipedrive
You can connect Pipedrive account to any form by simply entering Pipedrive API key and URL. You can also connect multiple accounts.
Mapping Contact Fields
You can easily map Gravity Forms entry fields to any Pipedrive Contact/deal fields. You can also map custom Pipedrive fields.
Primary Key
Instead of creating new Object(Contact or Organization or Deal) in Pipedrive, you can update old object by setting Primary Key field.
Error Reporting
If there is an error while sending form data to Pipedrive CRM, an email containing the error details will be sent to the specified email address.
CRM Logs
Plugin saves a detailed log of each entry whether sent or not sent to Pipedrive. You can easily resend an entry to Pipedrive.
Export Logs
You can easily export Pipedrive Logs as a CSV file for bookkeeping, and accounting purposes.
Filter Entries
By default all entries are sent to the Pipedrive, but you can setup rules to limit the entries sent to Pipedrive.

Premium Version.
Gravity Forms Pipedrive Integration has a Premium version which comes with several additional benefits. Gravity Forms Pipedrive Integration Pro

Pipedrive Custom fields field.
Phone Number fields and Marketing Status field of Pipedrive CRM.
Create Leads in Pipedrive CRM.
Assign Organization to Contact and Deal.
Create Organizations and Deals in Pipedrive.
Assign Contact to Pipedrive Deal.
Assign Owner to Contacts, Organizations and Deals in Pipedrive.
Lookup customer’s email using email lookup apis. We support all good email lookup apis.
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