[WordPress] 外掛分享： WP Keap/Infusionsoft WooCommerce Plugin

內容簡介

WP Keap/Infusionsoft WooCommerce Plugin 讓使用者在透過 WooCommerce 下單時，輕鬆將聯絡人、公司及訂單資料傳送至 Keap/Infusionsoft，提升客戶關係管理的效率。

【主要功能】
• 自動將 WooCommerce 訂單資料傳送至 Keap/Infusionsoft
• 支援多個 Keap/Infusionsoft 帳戶連接
• 設定訂單狀態變更時自動發送資料
• 詳細的 CRM 記錄與錯誤報告功能
• 可依條件過濾發送的訂單

外掛標籤

開發者團隊

原文外掛簡介

Easily create contact, company, Order in Keap/Infusionsoft when an order is placed via WooCommerce. Learn more at crmperks.com
Keap/Infusionsoft WooCommerce Plugin Setup

Go to WooCommerce -> Settings -> Keap/Infusionsoft tab then add new account. View ScreenShots for Connecting Keap/Infusionsoft.
Go to WooCommerce -> Keap/Infusionsoft Feeds tab then create new feed. View ScreenShots for Creating feeds
Map required Keap/Infusionsoft fields to WooCommerce Order fields.
Send your test entry to Keap/Infusionsoft.
Go to WooCommerce -> Keap/Infusionsoft Logs and verify, if entry was sent to Keap/Infusionsoft.

Connect Keap/Infusionsoft Account
Connect Keap/Infusionsoft Account to WooCommerce by simply oauth 2.0 authentication. Also you can connect multiple Keap/Infusionsoft-keap accounts.
Fields Mapping
Simply Select Keap/Infusionsoft Object then map WooCommerce Order fields to Keap/Infusionsoft Object(Contact, Comapny etc) fields.
Export Event
Choose event, when WooCommerce Order data should be sent to Keap/Infusionsoft. For example , send WooCommerce Order to Keap/Infusionsoft when Order status changes to “Complete”.
CRM Logs
Plugin saves detailed log of each WooCommerce Order whether sent or not sent to Keap/Infusionsoft and easily resend any Order to Keap/Infusionsoft.
Keap/Infusionsoft Primary Key
Instead of creating new Object(Contact, Company etc) in infusionsoft/Keap, you can update old object by setting Primary Key field.
Error Reporting
If there is an error while sending data to Keap/Infusionsoft, an email containing the error details will be sent to the specified email address.
Filter orders
By default all Woocommerce orders are sent to Keap/Infusionsoft, but you can apply filters and setup rules to limit the orders sent to Keap/Infusionsoft. For example sending Orders from specific city to Keap/Infusionsoft.
Send Data As Notes
Send one to many WooCommerce Order fields data as Contact Note in infusionsoft/Keap.
Premium Version.
Following features are available in Premium version only.Keap/Infusionsoft WooCommerce Plugin Pro

Send WooCommerce Orders to Keap/Infusionsoft Orders.
Send WooCommerce Users to Keap/Infusionsoft.
Keap/Infusionsoft Custom fields.
Assign Tags to Contacts based on different conditions.
Keap/Infusionsoft Phone Number fields.
Assign Lead Source to Contact in Keap/Infusionsoft.
Affiliates tracking in Keap/Infusionsoft.
Track Google Analytics Parameters and Geolocation of a WooCommerce customer.
Lookup lead’s email and phone number using popular email and phone lookup services.

Premium Addons
We have 20+ premium addons and new ones being added regularly, it’s likely we have everything you’ll ever need.View All Add-ons
Want to send data to other crm
We have Premium Extensions for 20+ CRMs.View All CRM Extensions
Our free Keap/Infusionsoft Plugins

Contact Form 7 Keap/Keap/Infusionsoft
Gravity Forms Keap/Keap/Infusionsoft