內容簡介
總結：Contact Form 7 Clio Plugin 可將 Contact Form 7 外掛的表單提交送至 Clio，透過安全的方法連接兩者，並提供 Premium 版本與其他 CRM 整合選項。
問題與答案：
1. 如何設定 Contact Form 7 Clio Plugin？
- 前往「Clio Accounts」頁籤，新增帳戶。
- 前往「Clio Integration」頁籤，建立新的整合。
- 將必要的 Clio 欄位對應至 Contact Form 7 的欄位。
- 透過提交 Contact Form 7 表單來測試送資料至 Clio。
- 到「Clio Logs」頁籤驗證是否已成功將資料送至 Clio。
2. 如何連接 Clio 帳戶？
- 使用安全的 OAuth 2.0 將任何 Contact Form 7 連接至 Clio 帳戶。
3. 能否手動將表單提交的資料送至 Clio？
- 是的，當有人提交表單時，可以手動將 Contact Form 7 的資料送至 Clio。
4. 如何查看 Clio 的日誌紀錄？
- 可以查看每個 Contact Form 7 提交是否已成功寄送至 Clio 的詳細日誌，並可重新寄送任何未成功的提交至 Clio。
5. 為什麼製作這個外掛？
- Contact Form 7 等流行的表單外掛雖然不錯，但無法將提交的資料傳送至包括 Clio 在內的任何 CRM。透過這個免費的 WordPress Clio 外掛，可以將 WordPress 網站的任何表單提交資料傳送至 Clio。
外掛標籤
開發者團隊
原文外掛簡介
Contact Form 7 Clio Plugin sends form submissions from Contact Form 7 plugins to Clio when someone submits a form. Learn more about Contact Form 7 Clio Plugin at weconnectcode.com. We also offer other connector for Lawmatics Contact Form 7 Lawmatics Integration.
License
GPLv2 or later
How to Setup
Go to “Clio Accounts” tab then add new account.
Go to “Clio Integration” tab then create new Integration.
Map required Clio fields to contact form 7 fields.
Send your test entry to Clio by submiting contact form 7.
Go to “Clio Logs” tab and verify, if entry was sent to Clio.
Connect Clio account
Connect any contact form 7 to Clio account by safe and secure Oauth 2.0.
Map Clio fields
First select any Clio object then Map contact form fields to Clio object fields. There is No limitation on number of fields. You can map unlimited fields.
Filter contact form 7 submissions
Either Send all contact form 7 submissions to Clio or filter contact form submissions sent to Clio based on user input. For example , send only those entries to Clio which have work email address.
Manually send to Clio
Send contact form 7 submissions to Clio when someone submits a contact form. You can manually send contact form submissions to Clio.
Clio logs
View a detailed log of each contact form 7 submission whether sent (or not sent) to Clio and easily resend any contact form submission to Clio.
Send Data As Clio object Notes
Send one to many contact form fields as Clio object notes when anyone submits a form on your site.
Why we built this plugin
Contact Form 7 and some other popular contact forms are good but you can not send contact form submissions to any crm including Clio. You can send any contact form submissions from your wordpress site to Clio with this free wordpress Clio plugin.
Premium Version Features.
This plugin has a Premium version which comes with several additional benifits Contact Form 7 – Clio.
Clio Custom fields and Particularly Phone Fields.
Clio Notes Field
User Agent and IP related Data Of the Entries
WCC Entries Pro Version With all the Premium Features.
Super Helpful WCC Addons and Free Updates.
By Purchasing the Premium Version of the Plugin, You will Get Free Updates
Get Pro Support
Want to send data to other crm
We have Premium Extensions for 20+ CRMs.View All CRM Extensions
Contact Form 7 Clio Integration
We have a separate plugin for Clio. Contact Form 7 Clio
