{"id":26370,"date":"2020-02-26T19:02:09","date_gmt":"2020-02-26T18:02:09","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=26370"},"modified":"2025-11-27T13:44:02","modified_gmt":"2025-11-27T12:44:02","slug":"integrare-gravity-forms","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/integrare-gravity-forms\/","title":{"rendered":"Integrare Gravity Forms"},"content":{"rendered":"

Gravity Form este un add-on desc\u0103rcabil pentru site-urile realizate \u00een WordPress pe care \u00eel pute\u021bi utiliza pentru a v\u0103 conecta cu MiniCRM. Formularul creat cu aceast\u0103 extensie va permite solicitarilor dumneavoastr\u0103 din site s\u0103 intre \u00een MiniCRM.<\/p>\n

Ai nevoie de drepturi de administrator at\u00e2t \u00een MiniCRM c\u00e2t \u0219i \u00een WordPress!<\/div>\n
1) Crea\u021bi formularul<\/a> \u00een MiniCRM, ca de obicei<\/div>\n
2) Desc\u0103rca\u021bi urm\u0103torul plugin: Gravity Forms MiniCRM 1.6<\/a><\/div>\n
3)Instala\u021bi-l \u00een plugin-uri WordPress.<\/div>\n
\u00a0 \u00a0 1.Conecta\u021bi-v\u0103 la interfa\u021ba de administrare a paginii dumneavoastr\u0103 WordPress \u0219i accesa\u021bi pluginuri.
\n2.Face\u021bi clic pe butonul Ad\u0103ugare nou.
\n3.Face\u021bi clic pe butonul \u00cenc\u0103rcare plugin.
\n4.Face\u021bi clic pe sec\u021biunea Select File \u0219i selecta\u021bi .zip desc\u0103rcat.
\n5.Instaleaz\u0103 f\u0103c\u00e2nd clic pe Install Now.
\n6.Activa\u021bi-o \u00een lista de extensii sau la linkul de la sf\u00e2r\u0219itul instal\u0103rii.<\/div>\n
<\/div>\n
\"\"<\/div>\n
<\/div>\n
<\/div>\n
4) Selecta\u021bi submeniul New Form<\/strong> din mediul Forms<\/div>\n
<\/div>\n
\"\"<\/div>\n
<\/div>\n
5) Denumi\u021bi formularul<\/div>\n
6) \u00cen meniul Settings<\/strong> selecta\u021bi submeniul MiniCRM<\/div>\n
<\/div>\n
\"\"<\/div>\n
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7)Face\u021bi clic pe Add New<\/strong> pentru a conecta formularul dumneavoastr\u0103 la site-ul dumneavoastr\u0103 WordPress.<\/div>\n
<\/div>\n
\"\"<\/div>\n
<\/div>\n
8) Copia\u021bi codul formularului creat \u00een MiniCRM.<\/div>\n
<\/div>\n
Aten\u021bie!<\/strong> Pentru ca integrarea s\u0103 func\u021bioneze corect este nevoie de modificarea URL-ului formularului din .ro<\/strong> \u00een .hu<\/strong>.<\/div>\n
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\"\"<\/a><\/div>\n
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9) Lipi\u021bi codul copiat \u00een interfa\u021ba Gravity Forms<\/strong>.<\/div>\n
<\/div>\n
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10) Face\u021bi clic pe butonul Edit<\/strong> \u0219i crea\u021bi acela\u0219i formular pe care l-a\u021bi creat deja \u00een MiniCRM.<\/div>\n
<\/div>\n
Asigura\u021bi-v\u0103 c\u0103 utiliza\u021bi acelea\u0219i c\u00e2mpuri \u00een formularele MiniCRM \u0219i Gravity.<\/strong><\/div>\n
Este aceea\u0219i regul\u0103 ca \u00een MiniCRM, trage\u021bi c\u00e2mpul corespunz\u0103tor de la dreapta la st\u00e2nga.<\/div>\n
Lucruri de re\u021binut:<\/div>\n
    \n
  • Titlu<\/strong>: Aceast\u0103 caset\u0103 con\u021bine \u021aara, astfel \u00eenc\u00e2t Gravity Forms completeaz\u0103 automat aceste valori cu MiniCRM.<\/li>\n
  • List\u0103 derulant\u0103<\/strong>: Pute\u021bi completa valorile cu butonul Bulk add \/ Alegries predefinite unde selecta\u021bi valori MiniCRM din list\u0103.<\/li>\n
  • Caseta de selectare<\/strong>: Pute\u021bi completa valorile cu butonul Bulk add \/ Alegries predefinite \u00een care selecta\u021bi valori MiniCRM din list\u0103.<\/li>\n
  • Dat\u0103 \/or\u0103<\/strong>: C\u00e2nd completa\u021bi c\u00e2mpuri \u00een MiniCRM sunt in aceea\u0219i casu\u021b\u0103, pute\u021bi specifica aceste c\u00e2mpuri separat pentru Gravity Forms. Dac\u0103 nu introduce\u021bi c\u00e2mpul de timp, doar data va fi \u00eenc\u0103rcat\u0103 pe MiniCRM.<\/li>\n
  • Frac\u021bie<\/strong>: dac\u0103 completa\u021bi acest c\u00e2mp, pute\u021bi introduce un num\u0103r de p\u00e2n\u0103 la 2 zecimale, deoarece MiniCRM va t\u0103ia celelalte valori.<\/li>\n
  • \u00cenc\u0103rcare fi\u0219ier<\/strong>: Chiar dac\u0103 sunt \u00eenc\u0103rcate mai multe fi\u0219iere, doar primul fi\u0219ier va fi ad\u0103ugat la MiniCRM.<\/li>\n
  • \u021aar\u0103<\/strong>: pute\u021bi completa valorile cu butonul Bulk add \/ Alegries predefinite \u00een care selecta\u021bi valori MiniCRM din list\u0103.<\/li>\n<\/ul>\n

     <\/p>\n

    \"\"<\/p>\n

     <\/p>\n

    11) Reveni\u021bi la meniul Settings \u0219i specifica\u021bi \u00een ce c\u00e2mpuri ar trebui introduse datele.<\/p>\n

    Este important s\u0103 v\u0103 asigura\u021bi c\u0103 aceste c\u00e2mpuri exist\u0103 at\u00e2t \u00een MiniCRM, c\u00e2t \u0219i \u00een Gravity Forms, altfel datele vor fi incorect sau deloc introduse.<\/strong><\/div>\n
    \"\"<\/div>\n
    <\/div>\n
    12)Folosi\u021bi butonul Previzualizare pentru a controla produs \u00een care apare formularul \u00een WordPress.<\/div>\n
    <\/div>\n
    \"\"<\/div>\n
    <\/div>\n
    \u00cen caz de eroare, pute\u021bi verifica validarea datelor ap\u0103s\u00e2nd pe butonul Entires de mai jos, unde pute\u021bi vedea ceea ce a fost transferat c\u0103tre MiniCRM la \u00eenc\u0103rcare. Utilizatorul nu vede nici un mesaj de eroare. Aceasta informa\u021bie este doar pentru dumneavoastr\u0103.<\/div>\n
    <\/div>\n
    \"\"<\/div>\n
    <\/div>\n
    <\/div>\n

    2. Gravity forms \u0219i utilizarea parametrilor pentru actualizarea cardului de oportunitate<\/h4>\n

    C\u00e2nd este util\u0103 aceast\u0103 func\u021bionalitate?<\/p>\n

      \n
    • \n

      \u00cen cazul \u00een care dore\u0219ti s\u0103 actualizezi datele \u00eenregistrate pe un card de oportunitate deja existent sau la un contact deja creat, po\u021bi folosi aceast\u0103 op\u021biune de parametrare.<\/p>\n<\/li>\n

    • \n

      Avantajul acestei solu\u021bii este c\u0103 \u00eenregistrarea datelor se poate face f\u0103r\u0103 a fi nevoie s\u0103 introduci din nou informa\u021biile companiei sau ale contactului, folosindu-se identificatorii genera\u021bi automat de sistem.<\/p>\n<\/li>\n<\/ul>\n

      Pa\u0219ii pentru folosirea parametrilor:<\/p>\n

      Creeaz\u0103 un formular \u00een sistemul t\u0103u MiniCRM<\/strong> (nu este necesar ca acesta s\u0103 con\u021bin\u0103 c\u00e2mpuri pentru nume sau adres\u0103 de email)<\/p>\n

      \"\"<\/p>\n

       <\/p>\n

      Creeaz\u0103 un formular \u00een Gravity Forms<\/strong> care s\u0103 con\u021bin\u0103 acelea\u0219i c\u00e2mpuri din formularul t\u0103u MiniCRM<\/strong>. Aten\u021bie! Pentru a func\u021biona, c\u00e2mpurile trebuie s\u0103 fie identice<\/strong> ca \u00een sistemul t\u0103u MiniCRM<\/strong> (inclusiv op\u021biunile dintr-un c\u00e2mp de tip drop-down).<\/p>\n

      \"\"<\/p>\n

       <\/p>\n

      Adaug\u0103 un c\u00e2mp de tip \u201eAscuns\u201d<\/strong> (\u201eHidden\u201d) \u00een formularul t\u0103u Gravity Forms. Dac\u0103 dore\u0219ti s\u0103 colectezi informa\u021bii noi pentru un card de oportunitate (ad\u0103ugare sau actualizare), folose\u0219te denumirea \u201eProjectHash\u201d. \u00cens\u0103, dac\u0103 dore\u0219ti s\u0103 actualizezi datele unui contact, folose\u0219te denumirea \u201eContactHash\u201d. \u00cen plus, activeaz\u0103 \u0219i op\u021biunea de completare automat\u0103 a c\u00e2mpului.<\/p>\n

      \"\"\"\"<\/p>\n

      Insereaz\u0103 formularul Gravity Forms creat pe pagina dorit\u0103.<\/p>\n

      Trimite linkul creat prin e-mail, chiar \u0219i \u00een mod automatizat, folosind variabile personalizate. Pentru acest proces, \u00ee\u021bi recomand\u0103m s\u0103 creezi un \u0219ablon de e-mail complet nou.<\/p>\n

      Linkul parametrizat trebuie s\u0103 aib\u0103 urm\u0103toarea structur\u0103:<\/p>\n

      www.siteul-t\u0103u-wordpress.ro\/?[Nume_parametru_ex:Project]=[valoare\/variabil\u0103]<\/b><\/p>\n

      Pentru a trimite identificatorul \u00eenregistrat \u00een MiniCRM pentru un proiect sau un contact, po\u021bi folosi \u00een \u0219ablonul de e-mail urm\u0103toarele variabile:<\/p>\n

        \n
      • \n

        {%Project.Hash%} <\/b>pentru un proiect<\/p>\n<\/li>\n

      • \n

        {%Contact.Hash%} <\/b>pentru un contact<\/p>\n<\/li>\n<\/ul>\n

        Exemplu de link:<\/p>\n

        minicrmtest.hu\/?Project={%Project.Hash%}<\/b><\/p>\n

        \"\"<\/p>\n

        <\/div>\n","protected":false},"excerpt":{"rendered":"

        Gravity Form este un add-on desc\u0103rcabil pentru site-urile realizate \u00een WordPress pe care \u00eel pute\u021bi utiliza pentru a v\u0103 conecta cu MiniCRM. Formularul creat cu aceast\u0103 extensie va permite solicitarilor dumneavoastr\u0103 din site s\u0103 intre \u00een MiniCRM. Ai nevoie de drepturi de administrator at\u00e2t \u00een MiniCRM c\u00e2t \u0219i \u00een WordPress! 1) Crea\u021bi formularul \u00een MiniCRM, […]<\/p>\n","protected":false},"author":84,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1422,2559],"tags":[1590],"class_list":["post-26370","post","type-post","status-publish","format-standard","hentry","category-integrari","category-integrari-existente","tag-integrari"],"yoast_head":"\nIntegrare Gravity Forms - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Gravity Form este un add-on desc\u0103rcabil pentru site-urile realizate \u00een WordPress pe care \u00eel pute\u021bi utiliza pentru a v\u0103 conecta cu MiniCRM. Formularul\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.minicrm.ro\/help\/integrare-gravity-forms\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Integrare Gravity Forms - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"Gravity Form este un add-on desc\u0103rcabil pentru site-urile realizate \u00een WordPress pe care \u00eel pute\u021bi utiliza pentru a v\u0103 conecta cu MiniCRM. 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