[wordpress插件] Integration of Contact form 7 to mountstride CRM将Contact表单7集成到mountstride CRM

wordpress 插件 文章 2020-03-20 20:20 446 0 全屏看文

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描述

Integration of Contact form 7 to mountstride CRM is a WordPress plugin to integrate mountstride CRM with WordPress which helps to make it quickest & simplest way to synchronize your customer’s data to your mountstride CRM account.

将Contact form 7集成到mountstride CRM是一个WordPress插件,用于将mountstride CRM与WordPress集成,这有助于以最快,最简单的方式将客户数据同步到mountstride CRM帐户。

Once the integration is successfully done, the contact form 7 submitted from the website are automatically pushed as a lead to your mountstride CRM account along with other additional information.

成功完成集成后,从网站提交的联系表7会自动作为线索与其他附加信息一起推到您的mountstride CRM帐户中。

This plugin uses mountstride’s API to send contact form data to your account and no hand-written customization code is required at your end.

此插件使用mountstride的API将联系表单数据发送到您的帐户,并且您末端不需要手写的自定义代码。

All you need to do is just activate the Contact Form 7 plugin and map its fields to mountstride CRM.

您需要做的就是激活Contact Form 7插件并将其字段映射到mountstride CRM。

Additionally, there is also a mechanism which allows you to define user defined fields and map it with the additional form fields created under the mountstride account.

此外,还有一种机制可让您定义用户定义的字段,并将其与在mountstride帐户下创建的其他表单字段进行映射。

Example: If you have an ecommerce website and there are two different forms in the website viz.

示例:如果您有一个电子商务网站,并且网站中有两种不同的形式,即。

Contact us form and Product enquiry form, mountstride plugin will allow you to set identifiers for both the forms.

与我们联系表格和产品咨询表格,mountstride插件将允许您为这两个表格设置标识符。

So, when a user submits the information using particular form then it will be automatically mapped and pushed to the related category in mountstride CRM account.

因此,当用户使用特定表单提交信息时,它将被自动映射并推送到mountstride CRM帐户中的相关类别。

Features

功能

    • Plug & play integration of Contact Form 7 forms with mountstride CRM.
    • 联系表7 表单与mountstride CRM的即插即用集成。

    • Create fields in to mountstride CRM and map them to your Contact Form 7.
    • 在其中创建字段以挂载CRM,并将其映射到您的联系表7。

    • Set up each form individually
    • 分别设置每个表单

    • Integrate unlimited Contact Form 7 forms
    • 集成无限的联系表7 表单

    • Enable debugging log to check for any errors
    • 启用调试日志以检查是否有错误

    Having trouble with the plugin?

    插件有问题吗?

    Please feel free to contact us on wp.support@vsourz.com

    请随时通过 wp.support@vsourz.com 与我们联系。

安装步骤

Install via WordPress Admin

通过WordPress管理员安装

    1. Go to Admin > Plugins > Add New
    2. 转到管理员>插件>添加新

    3. On the upper portion click the Upload link.
    4. 在上部单击“上载”链接。

    5. Using the file upload field, upload the plugin zip file here and activate the plugin.
    6. 使用文件上传字段,在此处上传插件zip文件并激活插件。

    Install via FTP

    通过FTP安装

      1. Unzip the plugin file.
      2. 解压缩插件文件。

      3. Using FTP go to your server’s wp-content/plugins directory.
      4. 使用FTP转到服务器的wp-content / plugins目录。

      5. Upload the unzipped plugin here.
      6. 在此处上传解压缩的插件。

      7. Once finished, login into your WP Admin and go to Plugins.
      8. 完成后,登录到WP Admin并转到“插件”。

      9. Find Contact Form 7 – mountstride CRM – Integration and activate it.
      10. 找到联系表7 – mountstride CRM –集成并激活它。

下载地址
https://downloads.wordpress.org/plugin/cf7-mountstride-crm-integration.zip
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