內容簡介
總結: Send2CRM by FuseIT 將您的 WordPress 網站與 Salesforce CRM 無縫整合。此外掛連接您的 WordPress 網站到 Send2CRM 服務，以捕獲潛在客戶、自動同步表單數據到 Salesforce，並跟踪實時網站活動。利用自動化和 AI 動力洞察、實時客戶活動追踪以及動態網站個性化，都可以從 Salesforce 內部實現，以提升轉換率並縮短銷售週期。
常見問題與回答：
1. Send2CRM 和 Salesforce CRM 之間工作原理是什麼？
- 它捕獲網站訪客活動、表單提交和潛在客戶數據，然後將這些信息同步到您的 Salesforce CRM 中。Send2CRM 在您的 Salesforce org 中作為受控包裝運作，處理和存儲數據。
- 傳送的數據包括：訪客瀏覽頁面、表單提交、用戶互動、IP 地址、瀏覽器信息以及您配置要跟踪的任何數據。
- 數據傳送時機：當網站訪客與您的網站進行互動時，插件處於活動狀態時，定期發送。
- 服務提供商：FuseIT 和 Salesforce
- 需要帳號：是的 - 您必須擁有 Salesforce 許可證並從 Salesforce AppExchange 安裝 Send2CRM 套件。
2. GitHub 和 jsDelivr CDN 是如何運作的？
- 它提供您所選擇的 Send2CRM JavaScript 版本，以匹配您的 Salesforce 套件版本。這確保可靠、快速交付正確驗證、有版本的資產給您的網站訪客。
- 傳送的數據包括您選擇的 Send2CRM 存儲庫和版本信息。此服務的插件不會通過這項服務收集追踪或個人數據。
- 數據傳送時機：默認情況下，在設置頁面中檢索可用版本時發送。如果您選擇「使用內容傳遞網絡」，則訪問您的網站的訪客將從 CDN 提取 Send2CRM JavaScript。
- 服務條款：GitHub, Inc.: https://docs.github.com/en/site-policy/github-terms/github-terms-of-serviceterms-conditions/
- jsDelivr: https://www.jsdelivr.com/terms
外掛標籤
開發者團隊
原文外掛簡介
Send2CRM by FuseIT seamlessly integrates your WordPress site with Salesforce CRM. This plugin connects your WordPress site to the Send2CRM service to capture leads, automatically sync form data to Salesforce, and track real-time website activity. Leverage automation and AI-powered insights, real-time customer activity tracking, and dynamic website personalization all from within Salesforce to boost conversion rates and shorten your sales cycle.
The advantages of Send2CRM in WordPress
Turn website activity into sales-ready insights, right inside Salesforce. Send2CRM connects your WordPress site directly to your CRM, giving your team the context they need to personalize outreach and close deals faster.
Key Benefits:
Real-time website activity tracked directly into Salesforce
Understand visitor intent for warmer, more effective follow-ups
Simple, low-effort way to boost conversions with personalized experiences
Native Salesforce connection—no complex integrations or API maintenance
Reliable, secure, and fully aligned with your existing Salesforce setup
External Services
This plugin relies on several external services to function properly. By using this plugin, you acknowledge that data will be transmitted to these services as described below:
1. Send2CRM and Salesforce CRM
What it does: Captures website visitor activity, form submissions, and lead data, then syncs this information to your Salesforce CRM. Send2CRM operates as a managed package within your Salesforce org, processing and storing the data within Salesforce.
What data is sent: Visitor page views, form submissions, user interactions, IP addresses, browser information, and any data you configure to be tracked.
When it’s sent: Periodically when a website visitor interacts with your website while the plugin is active.
Service providers: FuseIT and Salesforce
Account required: Yes – You must have both a Salesforce license and the Send2CRM package installed from the Salesforce AppExchange.
Terms of Service:
FuseIT Send2CRM: https://www.fuseit.com/extended-content/terms-conditions/
Salesforce: https://www.salesforce.com/company/legal/agreements/
Privacy Policy:
FuseIT: https://www.fuseit.com/privacy-policy/
Salesforce: https://www.salesforce.com/company/privacy/
2. GitHub and jsDelivr CDN
What it does: Delivers the version of Send2CRM JavaScript that you select to match your Salesforce package version. This ensures reliable, fast delivery of the correctly verified, versioned assets to your website visitors.
What data is sent: Send2CRM Repository and version information you select. No tracking or personal data is collected by the plugin through this service.
When it’s sent: By default, when fetching available versions from the settings page. If you select to ‘Use Content Delivery Network’, the Send2CRM Javascript will be fetched from the CDN by visitors to your website.
Terms of Service:
GitHub, Inc.: https://docs.github.com/en/site-policy/github-terms/github-terms-of-serviceterms-conditions/
jsDelivr: https://www.jsdelivr.com/terms
Privacy Policy:
GitHub, Inc.: https://docs.github.com/en/site-policy/privacy-policies/github-privacy-statement
jsDelivr: https://www.jsdelivr.com/terms/privacy-policy-jsdelivr-net