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On Demand Education Ltd - Zoho CRM Cookbook Recipe 1
On Demand Education Ltd - Zoho CRM Cookbook Recipe 1
On Demand Education Ltd - Zoho CRM Cookbook Recipe 1
On Demand Education Ltd - Zoho CRM Cookbook Recipe 1
On Demand Education Ltd - Zoho CRM Cookbook Recipe 1
On Demand Education Ltd - Zoho CRM Cookbook Recipe 1
On Demand Education Ltd - Zoho CRM Cookbook Recipe 1
On Demand Education Ltd - Zoho CRM Cookbook Recipe 1
On Demand Education Ltd - Zoho CRM Cookbook Recipe 1
On Demand Education Ltd - Zoho CRM Cookbook Recipe 1
On Demand Education Ltd - Zoho CRM Cookbook Recipe 1
On Demand Education Ltd - Zoho CRM Cookbook Recipe 1
On Demand Education Ltd - Zoho CRM Cookbook Recipe 1
On Demand Education Ltd - Zoho CRM Cookbook Recipe 1
On Demand Education Ltd - Zoho CRM Cookbook Recipe 1
On Demand Education Ltd - Zoho CRM Cookbook Recipe 1
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On Demand Education Ltd - Zoho CRM Cookbook Recipe 1

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Recipe from http://www.ondemand-education.com/enu/Cookbook/ZohoCRMCookbook/tabid/82/Default.aspx our new Zoho CRM cookbook page. Simple form with Silverlight and Zoho CRM to illustrate basic steps of …

Recipe from http://www.ondemand-education.com/enu/Cookbook/ZohoCRMCookbook/tabid/82/Default.aspx our new Zoho CRM cookbook page. Simple form with Silverlight and Zoho CRM to illustrate basic steps of integration.

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Transcript

  • 1. Zoho CRM Cookbook
    Recipe one
  • 2. The Recipe
    Build a Silverlight Lead Capture form
    Implement web services to capture the Leads from the web site
  • 3. The Ingredients
    Microsoft Visual Web Developer 2010
    Microsoft Silverlight
    Zoho CRM
  • 4. Preparation
    You will need an Account with Zoho – a free account is fine, since we are not expecting more than 250 calls per day (right?)
    Set up your CRM Organization and make sure your User can create Leads
    Get a Zoho API Key
    www.zoho.com
  • 5. Preparation 2
    Create a New Silverlight Project in Visual Web Developer 2010
    One MainForm is enough
  • 6. Preparation 3
    Create another Project and Add a Web Service
    Using the Web Service, expose two Web Methods for users of your Web Service
    One Method to Get an API Ticket
    One Method to Insert the Lead
  • 7. Part One
    Design the Silverlight User Interface to include First, Last and Email, and a Combo for Interest
    Add a Checkbox and a Button
    Add your Logo
  • 8. Part Two
    In the Web Service Project
    In the GetTicket method, call the Zoho API Ticket URL and store the value
  • 9. Part Three
    In the LeadInsert Method, call the LeadInsert method and provide the required information
  • 10. Part Four
    Load your Web Service onto your IIS or wherever you will be using it from
    Make sure you have a suitable crossdomain.xml in place
    In the Silverlight project, reference your proxy Web Service
  • 11. Part Five
    In your Silverlight Project
    Call your Proxy Web Service for the API Ticket and the InsertLead
  • 12. Part Six
    Tidy up the Silverlight form with some simple Validation of your fields
  • 13. Part Seven
    Deploy the Silverlight page on the same server and the Web Service
    Put the whole lot on your website or wherever
  • 14. Conclusion
    We used Zoho CRM to implement a Lead Capture form using Microsoft Silverlight and Microsoft Web Services
    Zoho is free, Microsoft Visual Web Developer Express is free, it’s all free!
  • 15. Files
    Zip File
    Web Service Project
    Silverlight Project
  • 16. Files to Change
    In Zip
    App.Config – to change the SIEBELDB connection String
    Form1.vb – to change the API key information for your Twitter Application

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