[WordPress] 外掛分享： WP to CRM Lead Sync

WordPress 外掛 WP to CRM Lead Sync 的封面圖片。

前言介紹

  • 這款 WordPress 外掛「WP to CRM Lead Sync」是 2014-11-21 上架。
  • 目前有 100 個安裝啟用數。
  • 上一次更新是 2025-09-19，距離現在已有 160 天。
  • 外掛最低要求 WordPress 3.4 以上版本才可以安裝。
  • 有 23 人給過評分。
  • 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

dipesh_patel |

外掛標籤

Lead Syncing | crm integration | lead generation | wordpress forms | SuiteCRM Integration |

內容簡介

這個外掛可在任何地方提供小工具表單，讓您輕鬆、快速且免費地管理SugarCRM潛在客戶。無需授權費用、100%免費，而且不含廣告、惡意軟體。
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WordPress to SugarCRM Lead外掛提供簡單而先進、易於設置的解決方案，幫助您根據您的選擇在小工具上動態生成一個潛在客戶表單，使用映射到SugarCRM Lead模組的字段。您可以隨時更改字段的順序和標籤。現在，將您的網站訪問者轉換為商業潛在客戶在以往是不可能的。
特點：

2分鐘設置
無需HTML
用戶友好的表單生成器
動態生成表單
易於管理
將任何字段作為隱藏字段傳遞，并隨時更改其值
將任何字段標記為必填字段
在您方便的時候更改成功/失敗和所有錯誤消息
捕獲用戶/訪問者的遠程地址
選擇在每個潛在客戶產生時附加無限文件的選項
為每個潛在客戶生成電子郵件通知
選擇在潛在客戶提交時重定向頁面
連接到您的SugarCRM或SuiteCRM，即使受到.htaccess的保護也可以使用
現在您可以在潛在客戶表單上應用自定義CSS。

PRO功能：

用戶友好的拖放形式生成器。
選擇在Lead表單上使用自定義CAPTCHA方法或Google的reCAPTCHA。
創建多個表單並在WordPress網站的任何地方使用生成的短碼。
具有不同字段組的無限表單。
每個表單的附加電子郵件通知選項。
生成短碼以在WordPress網站上的任何位置設置表單。
電子郵件撰寫功能，以向訪問者發送自動回復。您可以在所見即所得的編輯器中使用Lead表單字段來編寫電子郵件模板。
獲得高級支持。

螢幕截圖。
點擊此處提交您的諮詢以獲得PRO插件的更多詳細信息。
設置：

下載並啟用插件
使用您的SugarCRM進行測試連接並保存您的SugarCRM憑據
同步潛在客戶字段
現在，所有您的潛在客戶字段都會映射到'Lead模組'表格中。選擇您想在小工具中顯示的字段
轉到小工具頁面，將SugarCRM Lead Form Widget 拖放到您想要的任意位置（提示：每個頁面只能使用一個小工具）

重要提示：
您需要SugarCRM管理員級別的憑據才能在SugarCRM上使用此插件。

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
Follow us on Facebook , Google+, Pinterest & Youtube.
WP to CRM Lead Sync plugin is simple yet advance, 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

2 minute setup
No HTML
User Friendly Form builder
Dynamically generated
Easy to manage
Pass any field as hidden field with any value you want. You can also change that value anytime you want
Mark any field mandatory
Change success/failure and all error messages at your convenience
Capture user/visitor’s Remote Address
Option to attach unlimited files with every lead
Get Email notifications for each lead generation
Option to redirect page on lead submission
Connect to your SugarCRM or SuiteCRM even if it’s protected with .htaccess
Now you can apply custom CSS on your lead forms.

PRO Features

User-friendly Drag & Drop form builder.
Option to use Custom CAPTCHA method or google reCAPTCHA on your Lead-Forms.
Create multiple forms and use Shortcode generated anywhere on your WordPress site.
Unlimited Forms with different set of fields.
Additional email notification option for each form.
Generate Short-Code to set form anywhere in your WordPress website.
Email compose feature to send auto reply to visitors for individual forms. You can use Lead-Form fields in WYSIWYG editor to compose email template.
Get premium support.

ScreenShots
Click here to submit your inquiry to get PRO plugin and more detail about it.
Setup

Download & Enable plugin
Test connection with your SugarCRM & save your SugarCRM credentials
Synchronize Lead Fields
Now all your Lead fields will be mapped in ‘Lead module’ table. Choose which fields you want to display on widget
Go to widget page Drag & Drop SugarCRM Lead Form Widget to wherever you want (P.S Only one widget per page)

That’s it ! As simple as that !
For SugarCRM Settings
SugarCRM URL : Set your REST API SugarCRM URL. For customized SugarCRM, REST API URL would be “http OR https:///service/v4_1/rest.php”. Service URL may be depend on your SugarCRM version.
Click here to check your SugarCRM version and get REST API.
Important !

You will require SugarCRM administrator level credentials to Plug-in it
You can use Widget one time only on each page, if will be display 2 time at single page – it will not work
You must save your SugarCRM URL, Username & Password without which plugin won’t work
To use ‘Pass user Remote Address with every lead’ function you must create custom field in your SugarCRM lead module named ‘lead_remote_ip’
Now make any field hidden & provide it’s value in Widget arguments in Widgets page. You can optimize this feature for something like from which part of your website lead is generated

Did you find this Plugin useful?
Our goal is to expand this plugin as much as possible. If you like this plugin please do share it with your friends. Click here to leave your thoughts & ideas. It will be very helpfull to us.

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「WP to CRM Lead Sync」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。

1.5 | 1.6 | 2.0 | 2.1 | 3.0 | 3.1 | 3.2 | 3.3 | 3.4 | 3.5 | 3.6 | 3.7 | 4.0 | 4.2 | 4.3 | 4.4 | 4.5 | 4.6 | 4.7 | 4.8 | 4.9 | 5.0 | 5.1 | 5.2 | 5.3 | 5.4 | 5.5 | 5.6 | 5.7 | 5.8 | 2.1.5 | 2.1.6 | 2.1.7 | trunk |

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