內容簡介
Web to SugarCRM Lead 外掛提供一個簡單易用的小工具表單，讓使用者能夠快速將網站流量轉換為 SugarCRM 的潛在客戶。此外掛完全免費，無廣告，並且不需要任何 HTML 知識即可設置。
【主要功能】
• 快速設置：僅需 2 分鐘即可開始使用
• 直觀介面：輕鬆創建表單，無需專業知識
• 動態生成：根據 Lead 模組字段動態調整表單
• 自訂隱藏字段：可添加隱藏字段以收集特定數據
• 電子郵件通知：每次生成潛在客戶時接收通知
• 文件附件支持：每個潛在客戶可附加無限文件
外掛標籤
開發者團隊
原文外掛簡介
This plugin will provide a Widget Form anywhere you want for easy, fast & hassle-free SugarCRM Leads.
No license fees, 100% FREE, No Ads, No BloatWares
Web to SugarCRM Lead plugin is simple yet advanced, easy & one-time setup solution for your business needs. Plugin will dynamically generate a Lead-form on a Widget based on your choices using fields which are mapped to your SugarCRM Lead module. You can change the Order & Label of the field any time you want. Now convert your website traffic/visitors into business Leads. It was never that easy before.
Features
Quick Setup: Get started in just 2 minutes.
No HTML Knowledge Required: Build forms effortlessly without any HTML expertise.
Intuitive Interface: Create forms easily with a user-friendly interface.
Dynamic Generation: Forms adapt dynamically based on your Lead module fields.
Simple Management: Easily oversee and maintain your forms.
Customizable Hidden Fields: Include hidden fields with any desired value, and modify them as needed for each lead form.
Mandatory Field Marking: Designate any field as mandatory for form completion.
Flexible Message Editing: Customize success, failure, and error messages according to your preferences.
User/Visitor Remote Address Recording: Record user/visitor remote addresses for valuable data insights.
File Attachment Support: Attach unlimited files to each lead for comprehensive information sharing via email after form submission.
Email Notifications: Receive email notifications for every lead generated.
Submission Page Redirection: Redirect users to specific pages upon form submission.
Custom CSS Styling: Personalize lead forms with custom CSS styles.
External Services
Google reCAPTCHA:
Purpose: Used for spam protection on the forms.
Service URL: https://www.google.com/recaptcha
Privacy Policy: https://policies.google.com/privacy
Terms of Service: https://policies.google.com/terms
Data Transmission: When visitors submit the form, their data may be verified via Google’s reCAPTCHA to prevent spam submissions. No other personal data is shared with Google.
Source Code
The source code for the minified JavaScript files is available in the ‘js/src/’ directory of the plugin.
Important!
Ensure that the configured user has sufficient rights to fetch and save data into SugarCRM using the REST API.
The widget can be utilized only once per page. If it appears more than once on a single page, it will not function properly.
Essential: Save your SugarCRM URL, username, and password. Without this information, the plugin will not operate.
For the ‘Pass User Remote Address with Every Lead’ function to work, you need to create a custom field in your SugarCRM lead module called ‘lead_remote_ip’.
Proceed to make the field hidden and input its value in the Widget arguments on the Widgets page. This feature can be optimized to determine the source from which the lead is generated on your website.