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Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
1.
SOLVING BIZ PROBLEMS
WITH SUGAR Integrating your Website with SugarCRM
2.
Tweet: #SCON12
04/21/12 ©2012 SugarCRM Inc. All rights reserved. 2
3.
Reasons to Integrate
Sugar & Website Capture Leads Surveys Registration Forms Anything captured from your website important to your business Tweet: #SCON12 04/21/12 ©2012 SugarCRM Inc. All rights reserved. 3
4.
Tools needed to
Integrate Sugar & Website Any version of SugarCRM Workflows (provided in SugarCRM Pro and up) Logic Hooks Web services Tweet: #SCON12 04/21/12 ©2012 SugarCRM Inc. All rights reserved. 4
5.
How the Integration
Works Web Visitor Website Form { Lead Form Registration Form Survey, etc. Employees Submitted via Web Services { Workflows Notifications Data sync with Sugar SugarCRM Integrations Logic Hooks Other Business Logic Tweet: #SCON12 04/21/12 ©2012 SugarCRM Inc. All rights reserved. 5
6.
Two Ways to
Integrate Web-to-Lead Forms (out-of-the-box) Custom Integration (requires custom code) github.com/chadhutchins/scon12 Tweet: #SCON12 04/21/12 ©2012 SugarCRM Inc. All rights reserved. 6
7.
Web-to-Lead Forms
Create Campaign Create Web-to-Lead form Add Form to Website Tweet: #SCON12 04/21/12 ©2012 SugarCRM Inc. All rights reserved. 7
8.
Go to “Campaigns”
module Click “Create Lead Form”
9.
10.
11.
12.
13.
14.
15.
16.
17.
Custom Integration
Build Custom Module Design the Web Form Create the Form Submission Script Setup Workflows (SugarCRM Pro only) Setup Logic Hooks Tweet: #SCON12 04/21/12 ©2012 SugarCRM Inc. All rights reserved. 17
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
33.
34.
35.
Chad Hutchins chad@sugaroutfitters.com twitter.com/chadhutchins github.com/chadhutchins/scon12 Submit Session
Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback *Prizes for attendees who submit session feedback using the Mobile App 04/21/12 ©2012 SugarCRM Inc. All rights reserved. 35
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