內容簡介
總結：MiniCRM Connect 是一個統一的 WordPress 外掛，可將您的 WordPress 網站與 MiniCRM 連接。支援多種數據來源，包括聯絡表單、WooCommerce 訂單以及 LMS 數據。這個外掛還會將數據即時同步。
1. 這個外掛的特色包括：
- 將 WordPress 表單連接到 MiniCRM
- 同步 WooCommerce 的客戶和訂單數據
- 支援 LMS 整合
- 靈活的字段映射
- 即時數據同步
2. 外部服務：
- 這個外掛連接到 MiniCRM API 服務，以同步表單提交、檢索表單配置和管理客戶數據。外掛需要與 MiniCRM 伺服器保持積極連接才能正常運作。
3. MiniCRM API 服務：
- 這個外掛通過 MiniCRM 的 API 服務器執行以下操作：
- 提交來自 WordPress 聯絡表單（Contact Form 7、Gravity Forms、WPForms）的數據到您的 MiniCRM 帳戶
- 從您的 MiniCRM 帳戶中檢索可用的表單和字段配置
- 通過 OAuth/JWT 標記對外掛進行身份驗證和授權
- 為智能字段映射檢索列表和字段架構
- 測試 API 連接和驗證憑據
4. 服務域：
- https://r3.minicrm.at/ ：用於德語地區安裝
- https://r3.minicrm.one/ ：所有其他地區的默認服務域
- 域的選擇基於您的 WordPress 網站的語言環境設置，您可以在 wp-config.php 文件中定義 MINICRM_BRIDGE_BASE_URL 常數來覆蓋這個設置。
5. 數據發送內容：
- 外掛將以下數據發送到 MiniCRM 的伺服器：
- 表單提交數據
- 身份驗證數據
- 配置請求
- 數據發送時間取決於表單提交和配置操作。
6. 數據儲存：
- 所有表單提交數據根據 MiniCRM 的數據保留政策存儲在您的 MiniCRM 帳戶中。外掛也在您的 WordPress 數據庫中存儲提交的領先本地副本（如果啟用），並保持 JWT 身份驗證標記以便進行 API 訪問。
這些是針對 MiniCRM Connect 的問題與答案：
1. MiniCRM Connect 主要的特色有哪些？
2. 這個外掛連接到 MiniCRM 的 API 服務主要做什麼？
3. 如何確定外掛發送的數據是安全的？
4. 外掛在什麼情況下會進行數據傳輸？
5. 可以通過什麼方式覆蓋服務域的設置？
外掛標籤
開發者團隊
原文外掛簡介
MiniCRM Connect is a unified WordPress plugin that connects your WordPress site with MiniCRM. It supports various data sources including contact forms, WooCommerce orders, and LMS data.
Features:
* Connect WordPress forms to MiniCRM
* Sync WooCommerce customer and order data
* LMS integration support
* Flexible field mapping
* Real-time data synchronization
External Services
This plugin connects to the MiniCRM API service to synchronize form submissions, retrieve form configurations, and manage customer data. The plugin requires an active connection to MiniCRM’s servers to function properly.
MiniCRM API Service
The plugin connects to MiniCRM’s API servers to:
* Submit form data from WordPress contact forms (Contact Form 7, Gravity Forms, WPForms) to your MiniCRM account
* Retrieve available forms and field configurations from your MiniCRM account
* Authenticate and authorize the plugin using OAuth/JWT tokens
* Fetch lists and field schemas for smart field mapping
* Test API connectivity and validate credentials
Service Domains:
* https://r3.minicrm.at/ – Used for German locale installations
* https://r3.minicrm.one/ – Default service domain for all other locales
The domain selection is automatic based on your WordPress site’s locale setting. You can override this by defining the MINICRM_BRIDGE_BASE_URL constant in your wp-config.php file.
What Data is Sent:
The plugin sends the following data to MiniCRM’s servers:
Form Submission Data: When a form is submitted on your WordPress site, the plugin sends all form field data (including contact information, custom fields, and any file attachments) to MiniCRM’s /Api/Signup or /Api/Wordpress/Forms/{hash}/Submit endpoints. This includes:
Contact information (name, email, phone, address, etc.)
Custom form fields as configured in your field mappings
File uploads (when forms include file fields)
Form hash identifier
GDPR consent flags (when applicable)
Authentication Data: During the OAuth connection process, the plugin exchanges authorization codes for JWT tokens via the /Api/Wordpress/ExchangeAuthorizationCode endpoint. The JWT token is stored locally in your WordPress database and used for subsequent API requests.
Configuration Requests: When configuring the plugin or testing connections, the plugin makes requests to:
/Api/Wordpress/Forms – To retrieve available forms from your MiniCRM account
/Api/R3/List – To retrieve available lists
/Api/R3/Schema – To retrieve field definitions and schemas
When Data is Sent:
Form Submissions: Data is sent immediately when a visitor submits a form on your WordPress site that is configured to sync with MiniCRM
Configuration: Data requests are made when:
Admin users access the plugin’s configuration pages
Testing API connectivity
Refreshing form lists or field mappings
During the initial OAuth authorization flow
Data Storage:
All form submission data is stored in your MiniCRM account according to MiniCRM’s data retention policies. The plugin also stores a local copy of submitted leads in your WordPress database (if enabled) and maintains JWT authentication tokens for API access.
Service Provider:
This service is provided by MiniCRM. For more information about how MiniCRM handles your data, please review their terms of service and privacy policy:
Terms of Service: https://www.minicrm.one/tos/ (or https://www.minicrm.one/de/tos/ for German users)
Privacy Policy: https://www.minicrm.one/pp/ (or https://www.minicrm.one/de/pp/ for German users)
Data Transmission Conditions:
Data is only transmitted when:
* The plugin is properly configured with valid MiniCRM credentials
* A form submission occurs on a form that is configured to sync with MiniCRM
* An administrator accesses configuration pages that require API data
* The plugin performs scheduled or manual synchronization tasks
All data transmission occurs over secure HTTPS connections. No data is transmitted if the plugin is not configured or if forms are not explicitly set up to sync with MiniCRM.
