[WordPress] 外掛分享： Integrations of Zoho CRM and Forminator form

WordPress 外掛 Integrations of Zoho CRM and Forminator form 的封面圖片。

前言介紹

  • 這款 WordPress 外掛「Integrations of Zoho CRM and Forminator form」是 2023-05-08 上架。
  • 目前有 30 個安裝啟用數。
  • 上一次更新是 2024-09-19，距離現在已有 227 天。
  • 外掛最低要求 WordPress 5.0 以上版本才可以安裝。
  • 外掛要求網站主機運作至少需要 PHP 版本 5.6 以上。
  • 尚未有人給過這款外掛評分。
  • 還沒有人在論壇上發問，可能目前使用數不多，還沒有什麼大問題。

外掛協作開發者

formsintegrations |

外掛標籤

zoho integration | Forminator and Zoho | Zoho and Forminator | Forminator with Zoho | Zoho with Forminator |

內容簡介

綜上所述，Forminator Form 和 Zoho CRM 的整合功能允許您自動將聯絡人或潛在客戶儲存至 Zoho CRM 中。

問題與答案：

問題：哪些外掛可以整合 Forminator Form 和 Zoho CRM？
答案：目前只有 Forminator Form 和 Zoho CRM 可以直接整合。

問題：如何啟用整合功能？
答案：在 WordPress 的後台管理介面中，選擇 Forminator > Settings > Integrations，將 Zoho CRM 整合開啟並填寫必要資訊即可。

問題：若整合成功，哪些資料會自動儲存至 Zoho CRM？
答案：Forminator Form 中填寫的聯絡人或潛在客戶資料將自動儲存在 Zoho CRM 中。

問題：是否需要手動將聯絡人或潛在客戶資料匯出到 Zoho CRM？
答案：不用，設定正確後聯絡人或潛在客戶資料會自動匯入 Zoho CRM。

原文外掛簡介

Visit plugin’s website
Looking for an easy way to integrate Forminator Form with Zoho CRM? Look no further than the Integrations of Zoho CRM with Forminator Form plugin from WordPress! This plugin simplifies the process of connecting your Zoho CRM account and Forminator Forms, making it easy to collect and manage your customer data. Optimize your website’s functionality with this powerful plugin today!
Check out our step-by-step tutorial on Zoho CRM Integration with Forminator Form

Things you need to use this plug-in :
1. Forminator Form.
2. Zoho CRM account.
Setup process for Forminator Form integration with Zoho CRM:

Go to this plugin
Select form created by Forminator Form from which you want to send data in Zoho CRM
Then go to Zoho CRM authorization page
Click on “Zoho API Console“
Select “Server Side Applications”
Give a client name but I cannot contain keyword “Zoho“
Copy “Homepage URL” and “Authorized Redirect URIs” from the plugin
It will generate “Client ID” and “Client Secret”, paste it in the plugin
Complete the authorization process
Now select Zoho CRM module and layout where you want to send data
Map Forminator Form fields with Zoho CRM fields
Here we go, you successfully set up the integration between Forminator Form and Zoho CRM.

Note: Authorization compatible with Zoho CRM Plus and Zoho One within the scope CRM.
Timeline/Log:
Here you can see the API response from Zoho CRM after Forminator Form is submitted. You will get a response whether the submission is successful or failed. It will help you to debug the situation.
FEATURES ON FREE VERSION:

User can send any Forminator Form data to leads module of Zoho CRM.
Users can make one integration at a time.
Users can map only two fields of Zoho CRM.
This plugin allow user to send custom value also.
Support file upload from Forminator Form widget to Zoho CRM.
View the detailed log of submitted data from the plugin dashboard.
Advance conditional logic.

FEATURES ON PRO VERSION:

All the default modules (lead, deal, contact etc.) from Zoho CRM are available in pro plugin.
Zoho CRM Custom modules are available.
All the default layouts are available.
Custom layouts are available.
You can map unlimited field of Forminator Forms and Zoho CRM.
WordPress meta data/smart data fields are available for field mapping with Zoho CRM.
Zoho CRM related list is available to send data and you can send data in multiple related list.
All the actions are available in pro plugin.
You can do multiple/unlimited integrations.

Here are the actions available in the pro version:

Workflow: Triggers Zoho CRM workflows
Attachment: Send file upload field data to Zoho CRM related list Attachments
Approval list: Send entries to Zoho CRM approval list.
Blueprint: Trigger Zoho CRM blueprint when a form is submitted via Forminator Form.
Capture GCLID: Sends the click id of Google ads/AdWords ads to Zoho CRM.
Upsert Record: When a form is submitted in Forminator Form it will check if the same data is already in Zoho CRM. If a data with the identical value exists in Zoho CRM, it will be updated with the new values, if not it will create a new record/lead/contact in Zoho CRM.
Assignment Rule: Trigger assignment rules in Zoho CRM when Forminator Form submitted.
Tag records: Add a tag to the record that is pushed in Zoho CRM.
Record owner: Assign an owner of the record pushed to Zoho.

Visit plugin’s website

各版本下載點

  • 方法一：點下方版本號的連結下載 ZIP 檔案後，登入網站後台左側選單「外掛」的「安裝外掛」，然後選擇上方的「上傳外掛」，把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
  • 方法二：透過「安裝外掛」的畫面右方搜尋功能，搜尋外掛名稱「Integrations of Zoho CRM and Forminator form」來進行安裝。

（建議使用方法二，確保安裝的版本符合當前運作的 WordPress 環境。

1.0.0 | 1.0.1 | trunk |

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