前言介紹
- 這款 WordPress 外掛「Salesforce Integration for WordPress」是 2017-09-13 上架。
- 目前有 60 個安裝啟用數。
- 上一次更新是 2025-03-06，距離現在已有 59 天。
- 外掛最低要求 WordPress 4.4 以上版本才可以安裝。
- 尚未有人給過這款外掛評分。
- 還沒有人在論壇上發問，可能目前使用數不多，還沒有什麼大問題。
外掛協作開發者
外掛標籤
user sync | salesforce | lead capture | salesforce crm | salesforce integration |
內容簡介
WP Salesforce 具有元數據、自訂欄位、WooCommerce 運輸詳情等能力，可導出為 CSV 試算表格式。
重點
無需 HTML
將 WordPress 表單字段與 CRM 字段整合
管理字段標籤
管理字段類型
其他有用的 Smackcoders 插件和附加組件
想要將 WordPress 數據作為 CSV 或 XML 導入和導出，請使用 WP Ultimate CSV Importer。
對於插件的高級版本，您可以在這裡找到它：獲取插件的高級版本
使用 WordPress Lead Form Data Collection to CRM 插件將您的 Web 表單捕捉為 leads，並將其傳至以下任一排名靠前的開源 CRM 之一，安裝您選擇的任一 CRM 和下列附加組件即可，兩者的父插件和 CRM 插件必須保持啟用狀態。
* Zoho CRM 和 Zoho CRM Plus
* SugarCRM
* Freshsales
* Vtiger CRM
了解更多有關附帶的高級版本的信息，請訪問具備無限功能的 WordPress Lead Form Data Collection to CRM
有用的連結
訪問 Smackcoders 探索更多 WordPress 產品。您可以在 [email protected] 聯繫我們並分享您的意見和反饋。
在 www.smackcoders.com/blogs.html 上瀏覽其他 WordPress 附加組件和最新產品更新消息。
原文外掛簡介
Transform your WordPress website into a lead capture and CRM integration powerhouse with the Salesforce Integration for WordPress plugin. Bid farewell to complex HTML forms and visible public IDs. Just like WP Tiger, WP Salesforce allows you to create, manage, and update web forms using dynamic shortcodes, enabling you to embed them anywhere in your WordPress content, from posts and pages to custom posts, sidebars, widgets, and popups. Ensure security with built-in Captcha protection to combat spam effectively.
Note: WP Salesforce is now a part of the WP Leads Builder for any CRM plugin, encompassing Salesforce CRM, Vtiger, Zoho, and SugarCRM integration features.
With this Salesforce WordPress Integration, you can:
Generate web forms without the need for HTML or visible public IDs.
Create dynamic shortcodes for use anywhere in your WordPress content.
Streamline form updates with a single shortcode edit.
Easily set up fields by pulling them from Salesforce CRM modules.
Customize form elements effortlessly through a user-friendly interface.
Assign forms to available Salesforce users for efficient lead management.
In essence, WP Salesforce empowers you to generate web forms via a user-friendly CRM WordPress plugin interface, turning your website’s visitors into high-potential leads for Salesforce CRM.
Key Features
Generate Salesforce WordPress forms with or without web forms.
Seamlessly integrate with the Contact Form 7 plugin, offering a familiar user experience.
Utilize Salesforce WordPress plugin forms in pages, posts, popups, opt-ins, and widgets.
Capture potential leads and sync them with Salesforce CRM.
Easily redirect users to the desired page after form submission.
Receive notifications on lead capture success or failure.
Convert new users into CRM leads with Salesforce plugins.
Elevate your lead capture game and streamline your CRM integration with Salesforce Integration for WordPress. Transform your website into a lead-generating powerhouse effortlessly.
Upgrading to Pro
Take your lead capture and CRM integration to the next level by upgrading to the Leads Builder for CRM Pro. With the Pro version, you’ll unlock an array of enhanced features:
Full Salesforce CRM Support: Seamlessly integrate with Salesforce CRM to enhance your lead management and customer data.
Vtiger, Zoho, and SugarCRM Integration: Extend your reach by integrating with Vtiger, Zoho, and SugarCRM, offering comprehensive CRM solutions for your business.
Advanced Features: Access advanced tools and features that will supercharge your lead capture and CRM operations, including customization options, automation, and more.
Upgrade to the Pro version today and transform your WordPress website into a lead generation and CRM powerhouse. Visit Leads Builder for CRM Pro for more information and to unlock these enhanced capabilities.
Other Useful Plugins & Addons By Smackcoders
To Import and Export WordPress Data as CSV or XML
and for premium version of the plugin, you can get it here
The Leads Builder for WordPress to capture your webforms as leads to one of the top ranking open source CRM, install the WordPress Lead Form Data Collection to CRM Plugin. Install one of the CRM of your choice with the additional add-ons listed below and keep both parent plugin and CRM addon activated.
* Zoho CRM & Zoho CRM Plus
* SugarCRM
* Freshsales
* Vtiger CRM
To know more about the premium bundled version, visit WordPress Lead Form Data Collection to CRM with unlimited features
Helpful links
Visit Smackcoders to explore more WordPress products. You can write to us your comments, feedback at [email protected]
Get to know about other WordPress addons and latest product update news at www.smackcoders.com/blogs.html
各版本下載點
- 方法一：點下方版本號的連結下載 ZIP 檔案後，登入網站後台左側選單「外掛」的「安裝外掛」，然後選擇上方的「上傳外掛」，把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
- 方法二：透過「安裝外掛」的畫面右方搜尋功能，搜尋外掛名稱「Salesforce Integration for WordPress」來進行安裝。
（建議使用方法二，確保安裝的版本符合當前運作的 WordPress 環境。
1.0 | 2.0 | 2.1 | 2.2 | 1.0.1 | 1.0.2 | 1.0.3 | 1.0.4 | 1.0.5 | 1.0.6 | 2.0.1 | 2.0.2 | trunk |
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