描述
“MIPL CF7 CRM” is a WordPress plugin designed to seamlessly integrate your chosen CRM system with “Contact Form 7” plugin. This plugin simplifies the process of capturing and managing leads generated from your website’s contact forms.
Features
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CRM Compatibility: The plugin is compatible with a range of CRM systems, making it versatile and adaptable to your specific CRM choice.
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Custom Field Mapping: Customize and map the form fields in “Contact Form 7” to your CRM’s fields, ensuring that the data collected aligns perfectly with your CRM’s structure.
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Effortless Data Transfer: “MIPL CF7 CRM” automates the process of transferring data submitted through your contact forms directly into your CRM system. This minimizes manual data entry and reduces the risk of errors.
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Streamlined Lead Management: Efficiently manage and track leads generated from your website. The plugin helps you organize leads and ensures they are promptly and accurately added to your CRM.
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Automated email notifications: Receive real-time notifications or trigger automated actions in your CRM based on form submissions, enhancing your ability to respond to leads promptly.
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RESP API support: Leverage the power of RESP API-based CRMs for smooth and secure data exchange.
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Flexible authentication options: Choose from a variety of authentication methods, including OAuth 2.0, API keys, and more, to suit your specific CRM requirements.
By using “MIPL CF7 CRM,” you can improve the efficiency of your lead generation and customer relationship management efforts. This plugin offers a valuable solution for integrating CRM into your website’s contact forms.
安裝
- Upload plugins folder to the
/wp-content/plugins/
directory. - Activate the plugin through the ‘Plugins’ menu in WordPress.
- Configure form fields: Customize the form to gather the data you need.
- Configure the integration: map form fields to CRM fields, and specify CRM lists or segments.
- Test the integration: Verify that data from the contact form flows into your CRM correctly.
評價
貢獻者及開發者
修改日誌
1.1.1
- Small Fixes.
1.1.0
- Fixed OAuth 2.0.
- Added missing text translations.
- Fixed wrong header data.
- Fixed validation.
- Fixed email data format.
- Fixed multipart/form-data request.
- Added new section to Store CRM Leads.
- Fixed dublicate field name (in field mapping).
- Fixed grant permission for OAuth 2.0.
- Fixed issue of form fields type file and date.
- Captable with WordPress 6.5.3
- Small Fixes.
1.0.8
- Fixed sanitization issue.
- Optimize request method GET and DELETE.
- Added columns in CRM listing table.
- Small fixes.
1.0.7
- Security fixes.
1.0.6
- Security fixes.
1.0.5
- Security fixes.
1.0.4
- Updated select2 library.
- Added security nonce.
- Security fixes.
1.0.3
- Security fixes.
1.0.2
- Security fixes.
1.0.1
- CRM integration for “Contact Form 7” plugin.
- Multiple CRM integration with multiple Contact forms.
- Multiple authentication type (Oauth 2.0, API keys, Basic Auth, Bearer Auth).
- Fields Mapping.
- CRM Test Tool.
- Email Notifications.