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Joomla and SugarCRM Integration using RichContactPro
 

Joomla and SugarCRM Integration using RichContactPro

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

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

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    Joomla and SugarCRM Integration using RichContactPro Joomla and SugarCRM Integration using RichContactPro Presentation Transcript

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