简单集成 - ZohoCRM、HighriseHQ、PipelineDeals
我已经研究了这三个 CRM 系统的一些非常简单的潜在客户管理,它们具有通常的 REST 获取信息,将信息放入数据同步 api,有些具有颜色更改功能,但除此之外,它似乎无法集成。
以 HighRiseHQ 或 ZohoCRM 为例,我想做的就是在页面上添加一个按钮,将 ajax 发布到我的公司系统中。如果他们只给出一行,标题中的一行,我可以注入一个脚本 src="myurl/customise-zoho-crm.js" 来操纵 dom 准备就绪,提取一些所需的信息,注入一个按钮并在命中时执行ajax。但我看到的托管 CRM 都不允许这样做,除非你点击 ms crm 或 salesforce。
我认为 Greasemonkey 只有 5 个用户,但感觉很脏,但获得基本的联系人/潜在客户管理是浪费我的开发时间。由于销售计算等...它确实需要绑定(或发布到我的后端系统中)..有什么想法吗?
I've looked at these three CRM systems for some very simple lead management, they have the usual REST get info out, put info in data sync api, some have colour changing stuff but aside from that its seems impossible to integrate.
Take HighRiseHQ or ZohoCRM, all I want to do is add a button to the page that does an ajax post into my company system. If they give just one line, just one measly line in header, I can inject a script src="myurl/customise-zoho-crm.js" which manipulate the dom on ready, pull a few bits of info needed, injects a button and does ajax on hit. But no hosted CRM I can see allows this, unless you hit ms crm or salesforce..
I thought about greasemonkey as only 5 users, but its feel so dirty, but then to get basic contact/lead management is waste of my dev time. Due to sales calcs etc.. it does need to tie (or post into my backend system).. Any ideas?
如果你对这篇内容有疑问,欢迎到本站社区发帖提问 参与讨论,获取更多帮助,或者扫码二维码加入 Web 技术交流群。
绑定邮箱获取回复消息
由于您还没有绑定你的真实邮箱,如果其他用户或者作者回复了您的评论,将不能在第一时间通知您!
发布评论
评论(2)
感谢您发送电子邮件 mattcodes,我想我会跳到 SO 来回复您。
不幸的是,我认为 Simple Sales Tracking API 也不会启用 .js 文件。
API本身具有良好的覆盖率和对数据的访问能力。通常,通过 API 提供的内容可能非常有限。
无论如何,请查看 API 详细信息页面。如有任何问题或反馈,请给我们留言。 http://www.simplesalestracking.com/api.aspx
如果您使用的是 .net ,有一个 dll api 包装器库已准备就绪。还有 ac# 示例应用程序。
Thanks for the email mattcodes, thought I'd jump onto SO to reply to you.
Unfortunately, I don't think the Simple Sales Tracking API will enable the .js file either.
The API itself has good coverage and access to data. Often what's available through an API can be quite limited.
Anyways, have a look at the API details page. Any questions or feedback, just drop us another note. http://www.simplesalestracking.com/api.aspx
If you're using .net, there's a dll api wrapper library ready to go. Also a c# sample application.
您正在寻找通过浏览器扩展进行代码注入。
无论是使用 Chrome 还是 Firefox,扩展程序都可以与打开的选项卡 DOM 交互、爬入其中并动态更改其结构。
Code injection thru a browser extension is what you're looking for.
Either with Chrome or Firefox, an extension can interact with opened tabs DOM, crawl into it and change it's structure on the fly.