Joomla and SugarCRM Integration using RichContact Pro How to http://richcontactpro.sourcecreativity.com
<ul><li>RichContact.pro is a powerful Webform to SugarCRM tool  </li></ul><ul><li>It is extremely easy to use.   </li></ul...
RichContactPro Fields Set Fields Creation The first step is the creation of fields form
SugarCRM Fields Synchronization <ul><li>The synchronizaion is the importation of fields from SugarCRM Modules  </li></ul><...
SugarCRM Fields imported SugarCRM Fields Synchronization Default and custom fields SugarCRM Fields Importation
RichContactPro fields association (matching) with SugarCRM fields  <ul><li>The fields association is matching between Rich...
RichContactPro fields SugarCRM fields RichContactPro fields association (matching) with SugarCRM fields
RichContactPro Contact form Creation and fields selection  <ul><li>Create a new contact form or choose an existing one </l...
Contact Form RichContactPro fields list RichContactPro Contact form Creation and fields selection
RichContactPro Workflow Creation <ul><li>The Workflow is a list of tasks and conditions executed when a contact form is su...
Use RichContactPro fields Use SugarCRM fields Send emails Send alerts Save in Database RichContactPro Workflow execution C...
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Joomla and SugarCRM Integration using RichContactPro

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In this presentation you will see how can integrate Joomla with SugaCRM using RichContactPro

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Joomla and SugarCRM Integration using RichContactPro

  1. 1. Joomla and SugarCRM Integration using RichContact Pro How to http://richcontactpro.sourcecreativity.com
  2. 2. <ul><li>RichContact.pro is a powerful Webform to SugarCRM tool </li></ul><ul><li>It is extremely easy to use. </li></ul>Data
  3. 3. RichContactPro Fields Set Fields Creation The first step is the creation of fields form
  4. 4. SugarCRM Fields Synchronization <ul><li>The synchronizaion is the importation of fields from SugarCRM Modules </li></ul><ul><li>to RichContactPro using the SugarCRM SOAP API </li></ul><ul><li>Just click on one button and synchronization will be done ! </li></ul>
  5. 5. SugarCRM Fields imported SugarCRM Fields Synchronization Default and custom fields SugarCRM Fields Importation
  6. 6. RichContactPro fields association (matching) with SugarCRM fields <ul><li>The fields association is matching between RichContactPro fields and SugarCRM fields </li></ul><ul><li>When a workflow is executed theses associations are taken in consideration </li></ul><ul><li>Associate RichContactPro fields with SugarCRM fields is very easy using RichContactPro </li></ul>
  7. 7. RichContactPro fields SugarCRM fields RichContactPro fields association (matching) with SugarCRM fields
  8. 8. RichContactPro Contact form Creation and fields selection <ul><li>Create a new contact form or choose an existing one </li></ul><ul><li>Select which fields to be in the contact form with a simple drag and drop manipulation </li></ul>
  9. 9. Contact Form RichContactPro fields list RichContactPro Contact form Creation and fields selection
  10. 10. RichContactPro Workflow Creation <ul><li>The Workflow is a list of tasks and conditions executed when a contact form is submitted </li></ul><ul><li>You can define a lot of tasks for many SugarCRM modules and you can also define conditions for the execution of these tasks </li></ul><ul><li>Create a Workflow and associate it with the contact form you want to use </li></ul>
  11. 11. Use RichContactPro fields Use SugarCRM fields Send emails Send alerts Save in Database RichContactPro Workflow execution Create, update, convert or delete records in SugarCRM Contact form fields SugarCRM Fields

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