SOLVING BIZ PROBLEMS WITH SUGARIntegrating your Website with SugarCRM
Tweet: #SCON12                 04/21/12   ©2012 SugarCRM Inc. All rights reserved.   2
Reasons to Integrate Sugar & Website   Capture Leads   Surveys   Registration FormsAnything captured from yourwebsite impo...
Tools needed to Integrate Sugar & Website   Any version of SugarCRM       Workflows (provided in SugarCRM Pro and up)      ...
How the Integration Works    Web Visitor  Website Form                  {   Lead Form                      Registration Fo...
Two Ways to Integrate   Web-to-Lead Forms (out-of-the-box)   Custom Integration (requires custom code)       github.com/ch...
Web-to-Lead Forms   Create Campaign   Create Web-to-Lead form   Add Form to WebsiteTweet: #SCON12                         ...
Go to “Campaigns” moduleClick “Create Lead Form”
Custom Integration   Build Custom Module   Design the Web Form   Create the Form Submission Script   Setup Workflows (Sugar...
Chad Hutchinschad@sugaroutfitters.comtwitter.com/chadhutchinsgithub.com/chadhutchins/scon12Submit Session FeedbackSelect t...
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar
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Solving Biz Problems with SugarExchange: Session 7: Integrating your Website with Sugar

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

  1. 1. SOLVING BIZ PROBLEMS WITH SUGARIntegrating your Website with SugarCRM
  2. 2. Tweet: #SCON12 04/21/12 ©2012 SugarCRM Inc. All rights reserved. 2
  3. 3. Reasons to Integrate Sugar & Website Capture Leads Surveys Registration FormsAnything captured from yourwebsite important to your businessTweet: #SCON12 04/21/12 ©2012 SugarCRM Inc. All rights reserved. 3
  4. 4. Tools needed to Integrate Sugar & Website Any version of SugarCRM Workflows (provided in SugarCRM Pro and up) Logic Hooks Web servicesTweet: #SCON12 04/21/12 ©2012 SugarCRM Inc. All rights reserved. 4
  5. 5. How the Integration Works Web Visitor Website Form { Lead Form Registration Form Survey, etc. Employees Submitted via Web Services { Workflows Notifications Data sync with Sugar SugarCRM Integrations Logic Hooks Other Business LogicTweet: #SCON12 04/21/12 ©2012 SugarCRM Inc. All rights reserved. 5
  6. 6. Two Ways to Integrate Web-to-Lead Forms (out-of-the-box) Custom Integration (requires custom code) github.com/chadhutchins/scon12Tweet: #SCON12 04/21/12 ©2012 SugarCRM Inc. All rights reserved. 6
  7. 7. Web-to-Lead Forms Create Campaign Create Web-to-Lead form Add Form to WebsiteTweet: #SCON12 04/21/12 ©2012 SugarCRM Inc. All rights reserved. 7
  8. 8. Go to “Campaigns” moduleClick “Create Lead Form”
  9. 9. Custom Integration Build Custom Module Design the Web Form Create the Form Submission Script Setup Workflows (SugarCRM Pro only) Setup Logic HooksTweet: #SCON12 04/21/12 ©2012 SugarCRM Inc. All rights reserved. 17
  10. 10. Chad Hutchinschad@sugaroutfitters.comtwitter.com/chadhutchinsgithub.com/chadhutchins/scon12Submit 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 04/21/12 ©2012 SugarCRM Inc. All rights reserved. 35

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