
內容簡介
Gravity Forms 與 Zoho CRM 實現整合的外掛,讓您輕鬆將 Gravity Forms 直接發送到 Zoho CRM 帳戶。整合之後,提交的表單自動添加為 Zoho CRM 中的潛在客戶、聯繫人或其他模塊。
配置
進入「管理」->「GF – Zoho CRM」- >「整合」。
在 Zoho CRM 中註冊應用程式以取得客戶端 ID 和客戶端密鑰。
對於美國,https://api-console.zoho.com/,
對於澳大利亞,https://api-console.zoho.com.au/,
對於歐洲,https://api-console.zoho.eu/,
對於印度,https://api-console.zoho.in/ 等。
特點
輕鬆集成您的 Gravity Forms 表單與 Zoho CRM 任何模塊。
整合的 Gravity Forms 表單可以自動將您網站的新表單提交添加到您的 Zoho CRM 任何模塊。
輕鬆對映您的 Gravity Forms 表單字段到您的 Zoho CRM 任何模塊字段。
支持「創建模塊記錄」的操作事件選項。
支持 Zoho CRM 自定義字段(電話、下拉列表、多選列表、日期、電子郵件、文本等)。
支持 Gravity Forms 表單文件附件,並將表單文件附件上傳到您的 Zoho CRM「附件」。
支持多個佈局。
支持標籤。
查看 Zoho CRM API 錯誤日誌的選項。
如需進一步協助,請隨時聯繫我們:[email protected]
外掛標籤
開發者團隊
② 後台搜尋「Integration for Gravity Forms with Zoho CRM」→ 直接安裝(推薦)
原文外掛簡介
Integration for Gravity Forms with Zoho CRM is a Zoho CRM integration plugin for WordPress that makes it really simple to send your Gravity forms directly to your Zoho CRM account. After the integration, submitted forms are automatically added as lead, contact, or others modules in Zoho CRM to the specified account in Zoho CRM.
Configuration
Go to ‘Admin’ -> ‘GF – Zoho CRM’ -> “Integration”.
Register App in Zoho CRM to get Client ID and Client Secret.
For US, https://api-console.zoho.com/,
For AU, https://api-console.zoho.com.au/,
For EU, https://api-console.zoho.eu/,
For IN, https://api-console.zoho.in/ and etc
Features
Easily integrate your Gravity Forms form with Zoho CRM Any Modules.
Integrated Gravity Forms form can automatically add your site new form submissions to your Zoho CRM Any Modules.
Easily map your Gravity Forms form fields to your Zoho CRM Any Modules fields.
Action Event option for ‘Create Module Record’.
Support Zoho CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).
Support Gravity Forms form File Attachments and upload form file attachments to your Zoho CRM ‘Attachments’.
Support for multiple layouts.
Support for tags.
Section for view Zoho CRM API error logs.
Please feel free to contact us for any further assistance : [email protected]
