{"id":11889,"date":"2018-12-07T12:50:54","date_gmt":"2018-12-07T11:50:54","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=11889"},"modified":"2024-12-09T13:36:36","modified_gmt":"2024-12-09T12:36:36","slug":"salesform-integracio","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/salesform-integracio\/","title":{"rendered":"SalesForm integr\u00e1ci\u00f3"},"content":{"rendered":"<p class=\"wb-stl-normal\">SalesForm az a webes szoftver, amivel automatiz\u00e1lni tudod a rendel\u00e9seidet \u00e9s az online marketinged. A MinCRM \u00e9s Salesform integr\u00e1ci\u00f3j\u00e1nak seg\u00edts\u00e9g\u00e9vel a bankk\u00e1rty\u00e1s fizet\u00e9s, az automata sz\u00e1ml\u00e1z\u00e1s, a rendel\u00e9sek automatikus teljes\u00edt\u00e9se, az upsell \u00e9s az ism\u00e9tl\u0151d\u0151 fizet\u00e9s is k\u00f6nnyen megoldhat\u00f3. Haszn\u00e1lat\u00e1val az OTP vagy a CIB bankon kereszt\u00fcl is m\u0171k\u00f6dik a k\u00e1rty\u00e1s fizet\u00e9s, ezeken fel\u00fcl a Barion \u00e9s a PayPal rendszer\u00e9vel is kompatibilis.<\/p>\n<p>Hogy mi\u00e9rt \u00e9rdemes ezt az integr\u00e1ci\u00f3t v\u00e1lasztanod, arr\u00f3l b\u0151vebben a linken olvashatsz:\u00a0<a href=\"http:\/\/rendelesiurlap.hu\/cikk\/ilyen-egy-kozel-tokeletes-marketing-automatizalas-b2b-piacon\" target=\"_blank\" rel=\"noopener\">\u00c9rdekel az integr\u00e1ci\u00f3<\/a><\/p>\n<p>Ha m\u00e1r rendelkezel akt\u00edv SalesForm el\u0151fizet\u00e9ssel \u00e9s MiniCRM Professional+ el\u0151fizet\u00e9ssel, abban az esetben nincsen sok dolgod az integr\u00e1ci\u00f3 megval\u00f3s\u00edt\u00e1s\u00e1ban.<\/p>\n<h3>K\u00f6vetelm\u00e9nyek:<\/h3>\n<ul>\n<li class=\"p1\"><strong><em>Professional+<\/em><\/strong>\u00a0MiniCRM el\u0151fizet\u00e9si csomag.<\/li>\n<li>SalesForm el\u0151fizet\u00e9s, amelyer\u0151l itt tal\u00e1lsz b\u0151vebb inform\u00e1ci\u00f3t:<a href=\"http:\/\/salesform.hu\/#funkci%C3%B3k\">\u00a0http:\/\/salesform.hu\/funkciok<\/a><\/li>\n<\/ul>\n<div class=\"alert alert-danger\">Ehhez adminisztr\u00e1tori jogosults\u00e1gra van sz\u00fcks\u00e9ged.<\/div>\n<p class=\"p1\">Abban az esetben, ha nem rendelkezel <em>Professional+<\/em> csomaggal, a MiniCRM-en bel\u00fcl van lehet\u0151s\u00e9ged a csomagv\u00e1lt\u00e1sra.<\/p>\n<ol>\n<li id=\"Meglvterm\u00e9ketestreszabsa\">Kattints a bal als\u00f3 sarokban a Be\u00e1ll\u00edt\u00e1sokra.<\/li>\n<li>Kattints az <em>El\u0151fizet\u00e9s<\/em> feliratra a fels\u0151 k\u00e9k s\u00e1vban. Itt tudod megtenni a csomagv\u00e1lt\u00e1st.<\/li>\n<\/ol>\n<h3>1.) Vedd fel a Webshop \u00e9s a Megrendel\u00e9s term\u00e9kekat.<\/h3>\n<ul>\n<li>A term\u00e9kekat a megadott sorrendben kell felvenni. A\u00a0<a href=\"https:\/\/www.minicrm.hu\/help\/webshop-modul\/\">Webshop<\/a>\u00a0term\u00e9ket nem lehet felvenni\u00a0<a href=\"https:\/\/www.minicrm.hu\/help\/megrendeles-modul\/\">Megrendel\u00e9s<\/a>\u00a0term\u00e9k n\u00e9lk\u00fcl.<\/li>\n<\/ul>\n<div class=\"alert alert-danger\">1\u00a0MiniCRM rendszerbe 1 darab\u00a0<a href=\"https:\/\/www.minicrm.hu\/help\/webshop-modul\/\">Webshop<\/a>\u00a0term\u00e9k haszn\u00e1lhat\u00f3.<\/div>\n<p>A <em>Megrendel\u00e9s<\/em> term\u00e9k eset\u00e9n tov\u00e1bbi 2 db <strong>extra mez\u0151t<\/strong> is haszn\u00e1lhatsz, ha sz\u00fcks\u00e9ges:<\/p>\n<div class=\"alert alert-info\">Az extra mez\u0151k csak \u00e9s kiz\u00e1r\u00f3lag a SalesForm integr\u00e1ci\u00f3 eset\u00e9n m\u0171k\u00f6dnek. Ezeket c\u00e9lszer\u0171 a rendszeredbe el\u0151re felvenni, ha haszn\u00e1lni szeretn\u00e9d.<\/div>\n<ul>\n<li><em>\u00dajrafizet\u00e9si link<\/em> (Project.Repay azonos\u00edt\u00f3val);<\/li>\n<li><em>Lemond\u00e1si link<\/em> (Project.Cancel azonos\u00edt\u00f3val);<\/li>\n<\/ul>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/Screenshot-2022-09-02-at-00.31.09.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40760 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/Screenshot-2022-09-02-at-00.31.09.png\" alt=\"\" width=\"2862\" height=\"1570\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/Screenshot-2022-09-02-at-00.31.09.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/Screenshot-2022-09-02-at-00.31.09-300x165.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/Screenshot-2022-09-02-at-00.31.09-1024x562.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/Screenshot-2022-09-02-at-00.31.09-768x421.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/Screenshot-2022-09-02-at-00.31.09-1536x843.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/Screenshot-2022-09-02-at-00.31.09-2048x1123.png 2048w\" sizes=\"auto, (max-width: 2862px) 100vw, 2862px\" \/><\/a><\/p>\n<h3>2.) Gener\u00e1lj magadnak egy API kulcsot a MiniCRM rendszer\u00e9ben.<\/h3>\n<div class=\"alert alert-danger\"><strong>FONTOS<\/strong>: az API kulcs pont olyan jelsz\u00f3 mint amit Te haszn\u00e1lsz webes bel\u00e9p\u00e9sn\u00e9l. Soha ne k\u00fcldd el senkinek emailben, sms-ben \u00e9s m\u00e1s megb\u00edzhatatlan, lehallgathat\u00f3 csatorn\u00e1n kereszt\u00fcl!<\/div>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/Screenshot-2022-09-02-at-00.32.54.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40763 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/Screenshot-2022-09-02-at-00.32.54.png\" alt=\"\" width=\"2880\" height=\"1566\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/Screenshot-2022-09-02-at-00.32.54.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/Screenshot-2022-09-02-at-00.32.54-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/Screenshot-2022-09-02-at-00.32.54-1024x557.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/Screenshot-2022-09-02-at-00.32.54-768x418.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/Screenshot-2022-09-02-at-00.32.54-1536x835.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/Screenshot-2022-09-02-at-00.32.54-2048x1114.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h3>3.) Az API kulcsot \u00e9s a <em>felhaszn\u00e1l\u00f3i rendszered azonos\u00edt\u00f3<\/em>j\u00e1<em>t<\/em> illeszd be a SalesForm rendszer\u00e9be.<\/h3>\n<div class=\"alert alert-info\"><strong>felhaszn\u00e1l\u00f3i rendszer azonos\u00edt\u00f3<\/strong>, azaz\u00a0<strong>SysId: <\/strong>Ez a b\u00f6ng\u00e9sz\u0151 c\u00edmsor\u00e1ban az <strong>r3.minicrm.hu\/<\/strong> ut\u00e1n l\u00e1that\u00f3, maximum <strong>5<\/strong> jegy\u0171 sz\u00e1m)<\/div>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/salesform1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11973 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/salesform1.png\" alt=\"\" width=\"3356\" height=\"1942\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h3>4.) V\u00e1laszd ki a <em>t\u00e9tel<\/em> men\u00fcpontb\u00f3l az <em>Egy\u00e9b integr\u00e1ci\u00f3k f\u00fcl<\/em> seg\u00edts\u00e9g\u00e9vel a rendel\u00e9sek felel\u0151s\u00e9t.<\/h3>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/salesform2-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-12027 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/12\/salesform2-1.png\" alt=\"\" width=\"3360\" height=\"1936\" \/><\/a><\/p>\n<h2 id=\"Felmerlkrdsesetn\">Felmer\u00fcl\u0151 k\u00e9rd\u00e9s eset\u00e9n<\/h2>\n<p><strong><em>Vide\u00f3 az \u00f6sszek\u00f6t\u00e9s menet\u00e9r\u0151l:<\/em>\u00a0<a href=\"http:\/\/salesform.hu\/video\/minicrm.mp4\" target=\"_blank\" rel=\"noopener\">Az integr\u00e1ci\u00f3 elk\u00e9sz\u00edt\u00e9se<\/a><\/strong><\/p>\n<p><strong>Amennyiben az integr\u00e1ci\u00f3 m\u0171k\u00f6d\u00e9s\u00e9vel kapcsolatban k\u00e9rd\u00e9sed t\u00e1mad vagy hib\u00e1t tapasztalsz, az al\u00e1bbi weboldalon kaphatsz seg\u00edts\u00e9get a SalesForm munkat\u00e1rsait\u00f3l:\u00a0<a href=\"http:\/\/salesform.hu\/#kapcsolat\" target=\"_blank\" rel=\"noopener\">http:\/\/salesform.hu\/#kapcsolat<\/a><\/strong><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>SalesForm az a webes szoftver, amivel automatiz\u00e1lni tudod a rendel\u00e9seidet \u00e9s az online marketinged. A MinCRM \u00e9s Salesform integr\u00e1ci\u00f3j\u00e1nak seg\u00edts\u00e9g\u00e9vel a bankk\u00e1rty\u00e1s fizet\u00e9s, az automata sz\u00e1ml\u00e1z\u00e1s, a rendel\u00e9sek automatikus teljes\u00edt\u00e9se, az upsell \u00e9s az ism\u00e9tl\u0151d\u0151 fizet\u00e9s is k\u00f6nnyen megoldhat\u00f3. Haszn\u00e1lat\u00e1val az OTP vagy a CIB bankon kereszt\u00fcl is m\u0171k\u00f6dik a k\u00e1rty\u00e1s fizet\u00e9s, ezeken fel\u00fcl a [&hellip;]<\/p>\n","protected":false},"author":36,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2282,59],"tags":[1863,2321],"class_list":["post-11889","post","type-post","status-publish","format-standard","hentry","category-dobozos-integraciok","category-integracio-utmutatok","tag-szamlazas","tag-urlapok"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>SalesForm integr\u00e1ci\u00f3 - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"SalesForm az a webes szoftver, amivel automatiz\u00e1lni tudod a rendel\u00e9seidet \u00e9s az online marketinged. 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