CRM Perks Support
Forum Replies Created
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basic purpose of this plugin is to save all form submissions , if there is some issue with email server , this failed submission should be available in database
You can use filter “vxcf_entries_plugin_before_saving_lead_main” for modifying entry type or change form id , it will Not show entry along other form entries
Forum: Plugins
In reply to: [Integration for WooCommerce and QuickBooks] Support ConcernQB plugin is tested with latest wp and woocommerce versions
Forum: Plugins
In reply to: [Integration for WooCommerce and QuickBooks] Compatible with Dynamic Pricing?yes, QB Plugin copies price from Order lines
did you check “optin filters” option in feed ?
add empty hidden field in your form
add row in csv file using filter vxcf_entries_plugin_leads_table
How and when you fill these fields
when plugin sends data to zoho, these fields are not filled
Forum: Plugins
In reply to: [WP Gravity Forms Dynamics CRM] Can’t connect to DynamicsDo not check “Use custom Azure Directory Application” checkbox , it is for dynamics developers
simply click “login with Dynamics crm” button , send its screenshot
Forum: Plugins
In reply to: [WP Gravity Forms Salesforce] SalesForce fields not appearing to map?yes, free version does not support all fields https://i.imgur.com/E4ikHuz.png
Forum: Plugins
In reply to: [WP Gravity Forms Salesforce] SalesForce fields not appearing to map?did you remove free version of plugin and clicked “refresh fields” button ?
for pro version , submit a ticket here https://www.crmperks.com/contact-us
“zoho logs” errors are from zoho API , you will have to configure feeds according to your zoho settings and requirements
in case of any issue , send us screenshot of zoho logs , you can submit a ticket here https://www.crmperks.com/my-account/tickets/
we always reply within few hours , open your ticket and send screenshot
if you are not happy with plugin , you can get full refund by removing our plugin from your siteSorry, Phone is a pro feature https://i.imgur.com/O7MIdMd.png
our plugin can mark invoice as Paid, it supports woo and zoho custom fields too
for pro version demo, submit ticket here https://www.crmperks.com/contact-us
Sorry, free version does not support hubspot forms
create composer file for mailchimp plugin , copy mailchimp plugin’s Zip file URL from https://www.crmperks.com/my-account/downloads/ ,
for Pro version issues , create a ticket here https://www.crmperks.com/my-account/Forum: Reviews
In reply to: [WP Gravity Forms Salesforce] Disappointing Plugin1=Did you create feeds according to these screenshots https://www.crmperks.com/post-data-from-contact-form-to-salesforce/
2=Plugin writes everything in logs , did you check logs for any salesforce errors ?
3=Did you create some create a support ticket here https://www.crmperks.com/my-account/
zapier is a cloud integration service, salesforce plugin directly sends data from your server to salesforce , it works with many Gravity addons (e.g utm tracking)