Deskripsi
Cubo CRM, developed by Cubo Suite, is a powerful WordPress plugin that connects Contact Form 7 with the Cubo CRM API. It enables users to create or update deals in Cubo CRM based on form submissions, streamlining customer relationship management and automating business processes.
Key features include:
– Custom Field Mapping: Map Contact Form 7 fields to Cubo CRM deal attributes for precise data integration.
– Dynamic Redirects: Configure custom redirect URLs after successful form submissions.
– Error Logging: Automatically log failed submissions for easy troubleshooting and resubmission.
– Secure API Integration: Safely connect to Cubo CRM using API tokens.
– Admin Dashboard: Manage form settings, view submission logs, and handle failed submissions from the WordPress admin panel.
Developed by Daniel Mayne Bento for Cubo Suite, Cubo CRM is designed to enhance productivity for businesses using Cubo Suite’s CRM platform.
For more information, visit Cubo Suite.
External Services
This plugin connects to an API to integrate with Cubo CRM. This integration allows the plugin to manage deals and automate workflows based on Contact Form 7 submissions.
It sends the data submitted through Contact Form 7 forms to https://api.cubosuite.com.br. This data typically includes the name, email, and any other fields configured in your Contact Form 7 form that are mapped to fields in Cubo CRM. This occurs every time a user successfully submits a Contact Form 7 form on your website.
This service is provided by Cubo Suite (https://cubosuite.com.br). You can find their terms of service here: https://cubo.to/termsofservice/ and their privacy policy here: https://cubosuite.com.br/politicas/lgpd/.
Additional Information
Cubo CRM is proudly developed by Daniel Mayne Bento for Cubo Suite, a leader in CRM and business automation solutions. For support, feature requests, or feedback, please contact us at development@cubosuite.com.br or visit Cubo Suite Support.
Tangkapan Layar
Cubo CRM Settings Page: Configure API tokens and form mappings.
Instalasi
- Upload the
cubo-crmfolder to the/wp-content/plugins/directory, or install the plugin directly through the WordPress plugins screen. - Activate the plugin through the ‘Plugins’ menu in WordPress.
- Navigate to the ‘Cubo CRM Settings’ page in the WordPress admin panel to configure your API token and form settings.
- Create or edit a Contact Form 7 form and map its fields to Cubo CRM attributes in the plugin settings.
- Test your form to ensure data is correctly sent to Cubo CRM.
Tanya Jawab
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Does this plugin require Contact Form 7?
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Yes, Cubo CRM is designed to work with Contact Form 7. You must have Contact Form 7 installed and activated.
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How do I obtain a Cubo CRM API token?
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You can generate an API token from your Cubo Suite account. Log in to your Cubo CRM dashboard, navigate to the API settings, and create a new token.
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Can I use this plugin with other form plugins?
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Currently, Cubo CRM is optimized for Contact Form 7. Support for other form plugins may be added in future updates.
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What happens if a submission fails?
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Failed submissions are logged in the WordPress admin under ‘Cubo CRM > Failed Submissions.’ You can review the error details and retry submissions manually.
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Cubo CRM is a free plugin. For advanced features, check out Cubo Suite’s premium offerings at Cubo Suite.
Ulasan
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Kontributor & Pengembang
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Kontributor
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Log Perubahan
1.0.0
- Initial release of Cubo CRM.
- Features: API integration, field mapping, redirect URLs, and failed submission logging.