[wordpress插件] Contact Form 7 Dynamics CRM与Form 7 Dynamics CRM联系

wordpress 插件 文章 2020-03-20 13:20 661 0 全屏看文

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描述

Contact Form 7 Dynamics CRM Plugin sends form submissions from Contact Form 7, 联系表7

://wordpress.org/plugins/contact-form-entries/">Contact Forms Entries Plugin and many other popular contact form plugins to Dynamics CRM.

://wordpress.org/plugins/contact-form-entries/“>联系表单条目插件和Dynamics CRM的许多其他流行的联系表单插件。

Learn more at crmperks

crmperks中了解更多

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How to Setup

如何设置

    • Go to “Dynamics CRM Accounts” tab and add new account.
    • 转到“ Dynamics CRM帐户”标签并添加新帐户。

    • Go to “Dynamics CRM Feeds” tab , create new feed.
    • 转到“ Dynamics CRM Feed”标签,创建新的Feed。

    • Map required Dynamics CRM fields to contact form 7 fields.
    • 映射必需的Dynamics CRM字段以联系表单7字段。

    • Send your test entry to Dynamics CRM.
    • 将测试条目发送到Dynamics CRM。

    • Go to “Dynamics CRM Logs” tab and verify, if entry was sent to Dynamics CRM.
    • 转到“ Dynamics CRM日志”标签,然后验证是否将条目发送到Dynamics CRM。

    Dynamics CRM On-premises

    Dynamics CRM内部部署

    Contact Form 7 Dynamics CRM add-on only supports Microsoft Dynamics CRM Online.

    联系表7 Dynamics CRM加载项仅支持Microsoft Dynamics CRM Online。

    Connect Microsoft Dynamics CRM account

    连接Microsoft Dynamics CRM帐户

    Connect any contact form 7 to Dynamics CRM/Dynamics 365 account by safe and secure Oauth 2.0.

    通过安全的Oauth 2.0将任何联系表7连接到Dynamics CRM / Dynamics 365帐户。

    Additionally, you can connect multiple Dynamics 365 crm accounts

    此外,您可以连接多个Dynamics 365 crm帐户

    Map Microsoft Dynamics CRM fields

    映射Microsoft Dynamics CRM字段

    In a feed, select Dynamics CRM Object then Map any contact form 7 fields to Dynamics CRM/Dynamics 365 object(Contacts, Account, Lead, Order, Case) fields.

    在Feed中,选择Dynamics CRM对象,然后将任何联系表单7字段映射到Dynamics CRM / Dynamics 365对象(联系人,客户,潜在客户,订单,案例)。

    Filter contact form 7 submissions

    过滤联系表7个提交的内容

    Send all or filter contact form 7 submissions sent to Dynamics CRM/Dynamics 365 based on user input.

    根据用户输入,发送所有或筛选联系表7提交给Dynamics CRM / Dynamics 365。

    For example , only send that entry to Dynamics CRM which contains work email address.

    例如,仅将该条目发送到包含工作电子邮件地址的Dynamics CRM。

    Manually send entries to Dynamics CRM

    手动将条目发送到Dynamics CRM

    Send contact form 7 submissions to Dynamics CRM/Dynamics 365 when someone submit a form.

    当有人提交表单时,将联系表单7提交发送到Dynamics CRM / Dynamics 365。

    You can manually send contact form submissions to Dynamics CRM.

    您可以手动将联系表单提交发送到Dynamics CRM。

    Dynamics CRM logs

    Dynamics CRM日志

    View a detailed log of each contact form 7 submission whether sent or not sent to Dynamics CRM/Dynamics 365 and easily resend contact form 7 submission to Dynamics CRM.

    查看每个联系人表格7提交的详细日志(无论是否发送到Dynamics CRM / Dynamics 365),并轻松地将联系人表格7提交重新发送到Dynamics CRM。

    Send Data As Dynamics CRM object Notes

    将数据发送为Dynamics CRM对象注释

    Send one to many contact form 7 fields as Dynamics CRM/Dynamics 365 object(Contacts, Account, Lead, Order, Case) notes.

    发送一对多的联系表7字段作为Dynamics CRM / Dynamics 365对象(联系人,客户,潜在客户,订单,案例)注释。

    Create Or Update Contact in Dynamics CRM

    在Dynamics CRM中创建或更新联系人

    If an entry(Contacts, Account, Lead, Order, Case) already exists in Dynamics CRM/Dynamics 365 , update it otherwise create a new entry in Dynamics CRM.

    如果Dynamics CRM / Dynamics 365中已存在一个条目(联系人,客户,潜在客户,订单,案例),请对其进行更新,否则在Dynamics CRM中创建一个新条目。

    Why we built this plugin

    为什么我们要构建此插件

    Contact Form 7 and some other popular contact forms are good but you can not send contact form submissions to any crm including Dynamics CRM.

    联系表7和其他一些流行的联系表都很好,但是您不能将联系表提交发送到任何CRM,包括Dynamics CRM。

    You can send to any contact form(contact form 7) submissions to dynamics with this free plugin.

    您可以使用此免费插件将任何提交的内容发送到动态的联系方式(联系方式7)。

    Premium Version Features.

    高级版本功能。

    This plugin has a Premium version which comes with several additional benifits Contact Form Dynamics CRM.

    = directory&utm_campaign = dynamics_readme“ rel =” nofollow“>联系Form Dynamics CRM 。

      • Custom fields particularly Phone Number fields of Dynamics CRM.
      • 自定义字段,尤其是Dynamics CRM的“电话号码”字段。

      • Dynamics CRM Custom entities.
      • Dynamics CRM自定义实体。

      • Assign object(Account,Contact etc) created by one feed to other feed object(Lead, Case) in Dynamics CRM.
      • 将一个供稿创建的对象(帐户,联系人等)分配给Dynamics CRM中的其他供稿对象(负责人,案例)。

      • Add a lead to Campaign in Dynamics CRM.
      • 将线索添加到Dynamics CRM中的Campaign。

      • Assign Owner to contact, account, lead, case or order.
      • 指派所有者联系,联系客户,线索,案例或订单。

      • Google Analytics Parameters and Geolocation of a visitor who submitted the form.
      • 提交表单的访问者的Google Analytics(分析)参数和地理位置。

      • Lookup lead’s email using email lookup apis.
      • 使用电子邮件查找API查找潜在客户的电子邮件。

      • Verify lead’s phone number and get detailed information about phone number using phone lookup apis.
      • 验证潜在客户的电话号码,并使用电话查找API获取有关电话号码的详细信息。

      • 20+ premium addons
      • 20多个高级插件

    Want to send data to other crms

    想要将数据发送到其他crm

    We have Premium Extensions for 20+ CRMs.View All CRM Extensions

    “>查看所有CRM扩展

    Need Woocommerce Dynamics CRM Plugin ?

    需要Woocommerce Dynamics CRM插件吗?

    We have Dynamics crm add-on for Woocommerce.

    我们为Woocommerce提供了Dynamics crm附加组件。

    Woocommerce Dynamics CRM<

    Woocommerce Dynamics CRM <

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    / p>

下载地址
https://downloads.wordpress.org/plugin/cf7-dynamics-crm.zip
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AI助手支持GPT4.0