[wordpress插件] Contact Form 7 Salesforce联系表格7 Salesforce

wordpress 插件 文章 2020-03-21 00:20 781 0 全屏看文

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描述

Contact Form 7 salesforce Plugin sends form submissions from Contact Form 7, 联系表单7

//wordpress.org/plugins/contact-form-entries/">Contact Form Entries Plugin and many other popular contact form plugins to Salesforce when someone submits a form.

当有人提交表单时,//://presspress.org/plugins/contact-form-entries/“>联系表单条目插件以及许多其他流行的联系表单插件都添加到Salesforce。

Learn more about Contact Form Salesforce Plugin at

通过

"nofollow">crmperks.com

“ nofollow”> crmperks.com

How to Setup

如何设置

    • Go to “Salesforce Accounts” tab then add new account.
    • 转到“ Salesforce帐户”标签。然后添加新帐户。

    • Go to “Salesforce Feeds” tab then create new feed.
    • 转到“ Salesforce提要”选项卡,然后创建新的提要。

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

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

    • Go to “Salesforce Logs” tab and verify, if entry was sent to Salesforce.
    • 转到“ Salesforce日志”选项卡并验证是否将条目发送到Salesforce。

    Connect salesforce account

    连接Salesforce帐户

    Connect any contact form 7 to salesforce account by safe and secure Oauth 2.0.

    通过安全可靠的Oauth 2.0将任何联系表格7连接到salesforce帐户。

    You can use simple “Web2Lead”, if API access is disabled for your salesforce account.

    如果您的salesforce帐户已禁用API访问,则可以使用简单的“ Web2Lead”。

    Map salesforce fields

    映射salesforce字段

    First select any salesforce object then Map contact form fields to salesforce object fields.

    首先选择任何salesforce对象,然后将联系人表单字段映射到salesforce对象字段。

    There is No limitation on number of fields.

    字段数没有限制。

    You can map unlimited fields.

    您可以映射无限的字段。

    Filter contact form 7 submissions

    过滤联系表7个提交的内容

    Either Send all contact form 7 submissions to salesforce or filter contact form submissions sent to salesforce based on user input.

    将所有联系表7提交都发送到salesforce,或者根据用户输入过滤发送给salesforce的联系表提交。

    For example , send only those entries to salesforce which have work email address.

    例如,仅将具有工作电子邮件地址的条目发送到salesforce。

    Manually send to salesforce

    手动发送给salesforce

    Send contact form 7 submissions to salesforce when someone submits a contact form.

    当有人提交联系表时,将联系表7提交给Salesforce。

    You can manually send contact form submissions to salesforce.

    您可以手动将联系表单提交发送给Salesforce。

    salesforce logs

    salesforce日志

    View a detailed log of each contact form 7 submission whether sent (or not sent) to salesforce and easily resend any contact form submission to salesforce.

    查看每个联系表7提交的详细日志,无论是发送给(或不发送给)salesforce,并轻松地将任何联系表提交重新发送给salesforce。

    Send Data As salesforce object Notes

    将数据发送为salesforce对象注释

    Send one to many contact form fields as salesforce object notes when anyone submits a form on your site.

    当任何人在您的网站上提交表单时,发送一对多的联系表单字段作为salesforce对象注释。

    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 salesforce.

    联系表7和其他一些流行的联系表都不错,但是您不能将联系表提交给包括Salesforce在内的任何crm。

    You can send any contact form submissions from your wordpress site to salesforce with this free wordpress salesforce plugin.

    您可以使用此免费的wordpress salesforce插件将您的wordpress网站上提交的任何联系表单提交给salesforce。

    Premium Version Features.

    高级版本功能。

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

    = directory&utm_campaign = salesforce_readme“ rel =” nofollow“>联系表单Salesforce 。

      • Custom fields of Salesforce.
      • Salesforce的自定义字段。

      • Phone number fields of any Salesforce  Object.
      • 任何Salesforce对象的电话号码字段。

      • Salesforce Custom Objects.
      • Salesforce自定义对象。

      • Upload attachments to “Files” section of Salesforce.
      • 将附件上传到Salesforce的“文件”部分。

      • Assign account to a contact in salesforce.
      • 将帐户分配给Salesforce中的联系人。

      • Add a contact and lead to Salesforce Campaign.
      • 添加联系人并引导到Salesforce Campaign。

      • Assign salesforce object(Contact, account etc) created by one feed to other objects.
      • 将由一个供稿创建的salesforce对象(联系人,客户等)分配给其他对象。

      • 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 using phone lookup apis.
      • 验证潜在客户的电话号码,并使用电话查询API获取详细信息。

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

    Need Salesforce Plugin for Woocommerce ?

    需要用于Woocommerce的Salesforce插件吗?

    We have Salesforce add-on for Woocommerce.

    我们有适用于Woocommerce的Salesforce附加组件。

    Woocommerce Salesforce Integration

    Woocommerce Salesforce集成

    Requirements

    要求

    Salesforce API access is enabled by default for following editions

    以下版本默认启用Salesforce API访问权限

      • Enterprise Edition
      • 企业版

      • Unlimited Edition
      • 无限版

      • Developer Edition
      • 开发人员版

      • Performance Edition
      • 性能版

      You will have to enable Salesforce API for following editions

      您将必须为以下版本启用Salesforce API

        • Contact Edition
        • 联系版

        • Group Edition
        • 团体版

        • Professional Edition
        • 专业版

        Want to send data to other crm

        要发送数据到其他crm

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

        “>查看所有CRM扩展

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