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On Demand Education Ltd - Zoho CRM Cookbook Recipe 1
 

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

    • Zoho CRM Cookbook
      Recipe one
    • The Recipe
      Build a Silverlight Lead Capture form
      Implement web services to capture the Leads from the web site
    • The Ingredients
      Microsoft Visual Web Developer 2010
      Microsoft Silverlight
      Zoho CRM
    • 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
    • Preparation 2
      Create a New Silverlight Project in Visual Web Developer 2010
      One MainForm is enough
    • 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
    • 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
    • Part Two
      In the Web Service Project
      In the GetTicket method, call the Zoho API Ticket URL and store the value
    • Part Three
      In the LeadInsert Method, call the LeadInsert method and provide the required information
    • 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
    • Part Five
      In your Silverlight Project
      Call your Proxy Web Service for the API Ticket and the InsertLead
    • Part Six
      Tidy up the Silverlight form with some simple Validation of your fields
    • Part Seven
      Deploy the Silverlight page on the same server and the Web Service
      Put the whole lot on your website or wherever
    • 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!
    • Files
      Zip File
      Web Service Project
      Silverlight Project
    • 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