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Gravity Forms Highrise CRM

开发者 benhays
更新时间 2014年6月4日 15:08
捐献地址: 去捐款
PHP版本: 3.3 及以上
WordPress版本: 3.9
版权: GPLv2 or later
版权网址: 版权信息

标签

gravity forms gravityforms highrise crm highrise

下载

1.0 1.1 1.2 2.0 2.0.1 2.0.2 2.0.3 2.1 2.2 2.3

详情介绍:

Send your Gravity Forms submissions to Highrise. You choose which of your Gravity Forms fieds go where in Highrise. Select from three types of addresses, websites, emails and all seven types of phones (including pager!). This plugin includes any custom fields you may have setup as well. If you'd like to include preset data into a field for Highrise, create a hidden field with the desired value in Gravity Forms. Duplicate entries can either be skipped or added as a duplicate. This option is set via the feed for each form. Dupicates are determined by the email address being used for the contact.

安装:

  1. Install as a regular WordPress plugin
  2. Create a form with Gravity Forms
  3. Input Highrise credentials at Forms->Settings->Highrise CRM
  4. Navigate to Forms->Highrise CRM to setup feeds for the desired forms

常见问题:

What is Address (Full)?

Address (Full) is the field of type Address under Advanced Fields. This field contains all the address information you'll need and makes things much simpler.

What's the difference between a Mapped Note and Add a Note?

A mapped note is a note that is created directly from a field on your form. Add a Note is a custom piece of text you can edit.

How do tags work?

Create a comma separated list of tags on your form feed, and those tags will be applied to a new contact when it's added to Highrise.

更新日志:

2.3 2.2 2.1 2.0.3 2.0.2 2.0.1 2.0 1.2 1.1 1.0 0.6 0.1