[wordpress插件] Agile CRM Gravity Forms敏捷的CRM重力表单

wordpress 插件 文章 2020-02-12 03:00 0 269 全屏看文
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描述

Agile CRM integration plugin for gravity forms.

用于重力形式的敏捷CRM集成插件。

Sync form entries to Agile easily.

轻松将表单条目同步到敏捷。

Using Agile CRM, businesses can now:

使用敏捷CRM,企业现在可以:

    • Automate their marketing, sales and customer retention process with simple and powerful drag-drop editor.

      使用简单而强大的拖放编辑器自动执行其营销,销售和客户保留过程。

    • Convert website visitors directly to leads in the CRM.

      将网站访问者直接转换为CRM中的潜在客户。

    • Nurture, track and score leads automatically based on web or email activity.

      根据网络或电子邮件活动自动培养,跟踪和评分线索。

    • Enable omni-channel communication with the ability to call or email or tweet to a contact from the same page.

      启用全渠道通信,并能够从同一页面呼叫,发电子邮件或发推文给联系人。

    • Monitor customer behavior and get real-time alerts for customer activity.

      监控客户行为并获取有关客户活动的实时警报。

    • Manage help desk tickets with customer’s history saved under single system.

      使用单一系统保存的客户历史记录来管理帮助台票证。

    • Pull a detailed record of all of the customers’ details and communication history in one page, sorted chronologically.

      将所有客户详细信息和交流历史记录的详细记录按页面顺序排列。

    • View customer data from various other business apps under one page using extensive integrations and widgets.

      使用广泛的集成和小部件在一个页面下查看来自其他各种业务应用程序的客户数据。

    More Information

    更多信息

    Visit the Agile CRM website(https://www.agilecrm.com/) for documentation, support, and information on getting involved in the project and community.

    请访问Agile CRM网站(https://www.agilecrm.com/),以获得有关参与项目和社区的文档,支持和信息。

    For backwards compatibility, if this section is missing, the full length of the short description will be used, and

    为了向后兼容,如果缺少此部分,将使用简短说明的完整长度,并且

    Markdown parsed.

    Markdown已解析。

    Arbitrary section

    任意部分

    You may provide arbitrary sections, in the same format as the ones above.

    您可以提供与上述格式相同的任意部分。

    This may be of use for extremely complicated

    这可能适用于极其复杂的

    plugins where more information needs to be conveyed that doesn’t fit into the categories of “description” or

    需要传达更多信息的插件,这些信息不属于“描述”或
    类别

    “installation.” Arbitrary sections will be shown below the built-in sections outlined above.

    “安装”。任意部分将显示在上面概述的内置部分下面。

    A brief Markdown Example

    一个简短的Markdown示例

      • Easily integrate gravity forms with your website using this plugin.
      • 使用此插件轻松将重力形式与您的网站集成。

安装步骤

    1. Install the Agile CRM Gravity Form Plugin
    2. 安装Agile CRM Gravity表单插件

    Firstly, go the Gravity Forms web-page on the Agile CRM website and download the plugin zip file from the ‘Try the Agile Gravity Forms Plugin’ button over there.

    首先,转到Agile CRM网站上的Gravity Forms网页,然后从那里的“尝试Agile Gravity Forms插件”按钮下载插件zip文件。

    Now, login to your WordPress interface, go to Plugins in the menu bar, on the left side of the dashboard and click on the ‘Add New’ button.

    现在,登录到WordPress界面,转到信息中心左侧菜单栏中的插件,然后单击“添加新”按钮。

    Upload the zip file.

    上载zip文件。

    Click on the ‘Installed Plugins’ button over there and activate the Agile CRM Gravity Forms plugin among the list of other plugins.

    单击那里的“已安装插件”按钮,然后在其他插件列表中激活Agile CRM Gravity Forms插件。

      1. Navigate to the Plugin Page
      2. 导航到插件页面

      Once the plugin has been successfully installed, move to the settings in the menu bar on the left and navigate to Agile Gravity Forms.

      成功安装插件后,移至左侧菜单栏中的设置,然后导航至Agile Gravity Forms。

      You’ll now see a new window that requires your Agile CRM account information.

      现在,您将看到一个需要您的Agile CRM帐户信息的新窗口。

        1. Enter your Agile domain details
        2. 输入您的敏捷域详细信息

        In the new window, enter you Agile domain name (eg: ikosystem​.agilecrm.com), user email id and REST API key in their respective fields and save the details.

        在新窗口中,在各自的字段中输入您的敏捷域名(例如:ikosystem..agilecrm.com),用户电子邮件ID和REST API密钥并保存详细信息。

        (For API key, login to your Agile domain, go to Admin Settings —> API & Analytics —> REST API key.) When you’re done, move to the next tab – Form Settings in the same window.

        (对于API密钥,登录到您的敏捷域,请转到“管理设置”->“ API和分析”->“ REST API密钥”。)完成后,移至下一个选项卡-同一窗口中的“表单设置”。

          1. Map the Agile Property with Gravity Form fields
          2. 使用重力形式字段映射敏捷属性

          In the Form Settings tab, choose the Gravity Form that you’d like to integrate with Agile.

          在“表单设置”标签中,选择要与Agile集成的重力表单。

          Now, map the Gravity Form fields to the Agile Property fields over there.

          现在,将“重力形式”字段映射到那里的“敏捷属性”字段。

          Once you’re done mapping all the fields, save the details.

          完成所有字段的映射后,请保存详细信息。

          That’s it!

          而已!

          You’ve successfully integrated your Gravity web forms with Agile.

          您已成功将Gravity Web表单与Agile集成。

下载地址

https://downloads.wordpress.org/plugin/agile-crm-gravity-forms.zip

https://downloads.wordpress.org/plugin/agile-crm-gravity-forms.zip

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