Ease of Use
One of the standout features of CRM Perks is its ease of use. The plugin boasts an intuitive interface that makes it accessible even for those who may not have extensive technical knowledge. Setting up the plugin is straightforward, and the guided steps ensure that you can connect your CRM system to your WordPress site within minutes. The plugin also provides helpful documentation and support, which is a big plus if you run into any issues.
Integration Capabilities
CRM Perks excels in its wide range of CRM integrations. It supports popular CRM systems like Salesforce, HubSpot, Zoho CRM, and many others. The plugin allows you to automatically sync data between your WordPress forms and your CRM, which can be a game-changer for businesses looking to improve their customer data management. Whether you’re capturing leads from a contact form, managing sales data, or tracking customer interactions, CRM Perks makes the process seamless and efficient.
Customization and Flexibility
The plugin offers extensive customization options, allowing you to tailor the data mapping to fit your specific needs. You can choose which form fields to sync, apply conditional logic, and even set up advanced filters to ensure only the most relevant data is transferred to your CRM. This level of customization makes CRM Perks a flexible solution that can adapt to a wide range of business requirements.
Performance and Reliability
In terms of performance, CRM Perks is robust and reliable. The plugin runs smoothly without causing any noticeable slowdowns on your WordPress site, even when handling large volumes of data. The real-time data syncing ensures that your CRM is always up to date, reducing the risk of data discrepancies and improving overall efficiency.
Support and Documentation
CRM Perks is backed by a responsive support team and extensive documentation. Whether you’re facing a technical issue or need help with configuration, the support team is quick to respond and provides clear, helpful guidance. The documentation is well-organized and covers everything from basic setup to advanced features, making it easy to get the most out of the plugin.
Pricing
CRM Perks offers a range of pricing plans to suit different needs, from single-site licenses to more comprehensive packages that include priority support and additional features. The pricing is competitive, especially considering the plugin’s extensive capabilities and the value it adds to your CRM workflow.
Conclusion
Overall, CRM Perks is a powerful and reliable plugin that can significantly enhance your CRM integration with WordPress. Its ease of use, wide range of integrations, and flexible customization options make it an excellent choice for businesses of all sizes. Whether you’re looking to improve lead capture, streamline customer data management, or optimize your sales processes, CRM Perks provides a comprehensive solution that delivers on its promises.
]]>Payment Mode
ipay
Amount
350
Reference Number
16703
Date
2024-02-19 10:45:34
Object
customerpayments
Trigger
Order Status Changed to Complete
Search Body
customerpayments?search_text=16703
search
16703
Search Response
{“code”:0,”message”:”success”,”customerpayments”:[],”page_context”:{“page”:1,”per_page”:200,”has_more_page”:false,”report_name”:”Payments Received”,”applied_filter”:”PaymentMode.All”,”sort_column”:”date”,”sort_order”:”D”,”search_criteria”:[{“column_name”:”payment_number”,”search_text”:”16703″,”search_text_formatted”:”16703″,”comparator”:”contains”},{“column_name”:”description”,”search_text”:”16703″,”search_text_formatted”:”16703″,”comparator”:”contains”},{“column_name”:”customer_name”,”search_text”:”16703″,”search_text_formatted”:”16703″,”comparator”:”contains”},{“column_name”:”reference_number”,”search_text”:”16703″,”search_text_formatted”:”16703″,”comparator”:”contains”}]}}
]]>thx bitapps
thx Ovi
Authorized Redirect URIs:
Enter a valid redirect URI
can you please help to resolve the error as i have done custom code to integrate the contact form7 with ZOHO Crm. It is working fine on localhost but when i moved to live server then it is showing error message as mention below-
"data":[{"code":"INVALID_DATA","details":{"maximum_length":20,"api_name":"Subscribed_Newsletter"},"message":"invalid data","status":"error"}]}
If you want to check refernce code then please ask me i will show to you as well.
You can check the code by visiting below link
]]>Noticed that long integer field type or single line character field named Account Number or Account Number Test, respectively do not show up in mapping with Gravity interface to Zoho CRM.
How do I get this to work? Rest looks okay in terms of other fields.
Client purchased your plug-in and I am the Zoho partner helping them to set this up.
Thanks.
]]>Note: CRM Perks implementation is very restricted in the free version, create a record in a module, and that’s about it. Check your requirements carefully because the premium version is not cheap. And if this is all you need to do, you might as well use Zoho’s own useable, if a little clunky, but entirely free plugin.
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