內容簡介
此外掛是你的 WordPress 網站與 Less Annoying CRM 之間的橋樑，可將使用者透過 Contact Form 7 表單提交的資料傳送至你的 Less Annoying CRM 帳戶。
此外掛會在 LACRM 創建新聯絡人，必要時也會建立新的流程、任務和備註。
使用此外掛
請參閱屏幕截圖以查看詳細設定。
- 創建或編輯 Contact Form 7 表單以捕獲資料。像平常一樣在「Form」和「Mail」等標籤中設置表單。之後，轉到新的 LACRM 標籤頁。
- 在 LACRM 標籤頁中，需要將表單欄位映射到 LACRM 欄位。對於每個 LACRM 欄位，提供對應的 Contact Form 7 郵件標籤，方式與「Mail」標籤中相同。
- 如果您想為此新創建的聯絡人在 LACRM 中創建流程，可以提供 LACRM 流程資訊。
- 如果您想在 LACRM 中創建與此新創建的聯絡人相關聯的任務，可以提供任務詳細資料，包括何時到期以及哪些 LACRM 使用者可以使用。
- 測試表單提交並驗證其已在您的 LACRM 中顯示。
- 喝杯啤酒慶祝一下！
重要注意事項
您必須非常仔細地注意您的命名和輸入正確的 ID 資訊。如果 ID 不相符，此外掛將無法顯示結果。
我們重視您的反饋。如果您想要使用其他創意方法，請讓我們知道。
外掛標籤
開發者團隊
原文外掛簡介
This plugin is a bridge between your WordPress Contact Form 7 forms and Less Annoying CRM
When a visitor submits his/her data on your website via a Contact Form 7 form, upon form submission, such data are also sent to your Less Annoying CRM account.
The plugin creates a new contact in LACRM, and can create new pipelines, tasks, and notes as necessary.
How to Use this Plugin
Please see screenshots to see settings details.
– Create or Edit the Contact Form 7 form from which you want to capture the data. Set up the form as usual in the Form and Mail etc tabs. Thereafter, go to the new LACRM tab.
– On the LACRM tab you need to map the form fields on to LACRM fields. For each LACRM field, provide the corresponding Contact Form 7 mail tag, the same way you do on the Mail tab.
– If you’d like to create a Pipeline in LACRM for this newly created contact, you can provide LACRM Pipeline info.
– If you’d like to create a Task in LACRM attached to this newly created contact, you can provide details of the task, including when it is due and which LACRM user it is for.
– Test your form submit and verify that the data shows up in your LACRM.
– Have a beer and celebrate!
Important Notes
You must pay very careful attention to your naming and entering proper ID information. This plugin will not give you results if ID’s is mismatch.
We value your feedback. Let us know if there are other creative ways you want to use this.
