solving biz problems with sugarexchange: session 7: integrating your website with sugar
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TRANSCRIPT
Integrating your Website with SugarCRM
SOLVING BIZ PROBLEMS WITH SUGAR
04/21/12 ©2012 SugarCRM Inc. All rights reserved.
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04/21/12 ©2012 SugarCRM Inc. All rights reserved.
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Reasons to Integrate Sugar & Website
Capture LeadsSurveysRegistration Forms
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Anything captured from your website important to your business
04/21/12 ©2012 SugarCRM Inc. All rights reserved.
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Tools needed to Integrate Sugar & Website
Any version of SugarCRMWorkflows (provided in SugarCRM Pro and up)Logic HooksWeb services
04/21/12 ©2012 SugarCRM Inc. All rights reserved.
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How the Integration Works
Web Visitor
Website Form
Submitted via Web Services
SugarCRM
Logic Hooks
Workflows
Employees
Lead Form
Registration Form
Survey, etc.
Notifications
Data sync with Sugar
Integrations
Other Business Logic
{
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04/21/12 ©2012 SugarCRM Inc. All rights reserved.
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Two Ways to Integrate
Web-to-Lead Forms (out-of-the-box)Custom Integration (requires custom code)
github.com/chadhutchins/scon12
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Web-to-Lead Forms
Create CampaignCreate Web-to-Lead formAdd Form to Website
Go to “Campaigns” moduleClick “Create Lead Form”
04/21/12 ©2012 SugarCRM Inc. All rights reserved.
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Custom Integration
Build Custom ModuleDesign the Web FormCreate the Form Submission ScriptSetup Workflows (SugarCRM Pro only)Setup Logic Hooks
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Submit Session FeedbackSelect the SugarCon Mobile App: 1) Tap on this session2) Tap on survey3) Submit your feedback*Prizes for attendees who submit session feedback using the Mobile App
Chad [email protected]/chadhutchins
github.com/chadhutchins/scon12