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Contact Form 7: Zoho Leads integration

설명

The Zoho Leads integration for Contact Form 7 plugin allows existing CF7 users to
automatically create Zoho Leads entries on form submission. When a user
enters their information into a CF7 form and hits submit, this plugin will
forward their information to Zoho Leads as well as let CF7 continue its
form submission process. Note – This plugin is developed, maintained, and
supported by an independent developer. The developer has no affiliation with
Contact Form 7 or Zoho.

Zoho Leads integration

This plugin interacts with the third-party Zoho CRM API (Application Programming Interface)
in order to create new Leads. This is a public web service provided by Zoho and
additional information can be found here.

Features

  • Easy CF7 to Zoho Leads field mapping
  • Convenient, intuitive shortcode
  • Lead Source is the title of the CF7 form
  • Seamless integration and no change to contact form flow

설치

  1. Download the plugin and unzip to your wp-content/plugins directory
  2. Alternatively, just upload the zip file via the WordPress plugins UI
  3. Activate plugin via WordPress admin
  4. Include the following shortcode on your page or post

Shortcode usage

[cf7lead cf7_id="[CF7_Form_ID]"]

Replace [CF7_Form_ID] with the ID of your CF7 form.

If you’re having issues with the plugin, please set the
shortcode “debug” option to “true”. This will allow
the plugin to show debug / error messages to the page (do not
use on production systems as the messages will be public).

[cf7lead cf7_id="[CF7_Form_ID]" debug="true"]

CF7 to Zoho Leads mapping

By default, the current field mapping looks like this –

  • CF7 -> Zoho Leads
  • company -> Company
  • first-name -> First Name
  • last-name -> Last Name
  • email -> Email
  • phone -> Phone
  • title -> Title

For a list of Zoho Leads fields, please check out the Zoho Leads docs for more info.

To change the field name mapping, use the shortcode’s “fields” attribute.
This is a ‘|’ (pipe) separated list of ‘=’ (equal) separated strings.
For instance, fields=”Company=company|First Name=first-name|Last Name=” is a
valid fields string to use. It says to map the Zoho Leads field “Company”
to the CF7 field “company” (everything here is case sensitive), the Zoho Leads
field “First Name” to “first-name”, and to not map “Last Name” to anything
(which means that the Zoho Lead field “Last Name” will have no value).

후기

2018년 3월 1일
the plugin dont work properly… once you activate the plugin, all the form generates a lead even when you dont want to… the tag to activate only one form do not work custom tag dont work either, only common ones The author dont provide support anymore… avoid this plugin
2017년 12월 22일
I’m guessing zoho has changed as the plugin now acts to stop all contact form 7 submissions across the site.
2017년 12월 6일
This plugin works perfectly integrating with Zoho Leads. It’s important to configure it correctly to get it working once, there are some fields in Zoho Leads that are mandatory.
2017년 10월 17일
Followed the authors steps, the shortcode renders the form but submission spins and spins worse normal contact form 7 forms experienced the same thing – effecly breaking every form on the site. Issue only resolved after completely deleting this plugin. Suggest its avoided in current state of development.
2017년 8월 1일
Don’t forget to edit the plugin files and replace zoho.com with zoho.eu for all zoho API Urls if your account is in the EU region.
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변경이력

0.0.4

  • Fix for null-checking on PHP v5.5 and older
  • Updated settings table styles

0.0.2

  • Fix README shortcode name

0.0.1

  • Genesis