Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar

Integrating your Website with SugarCRM

SOLVING BIZ PROBLEMS WITH SUGAR

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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

3

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

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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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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”

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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 Hutchinschad@sugaroutfitters.comtwitter.com/chadhutchins

github.com/chadhutchins/scon12