By :
obtaincode
Published on Tuesday, August 01, 2017,10:33:34 in WordPress Plugins
WPForms – Sugar CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress WPForms and Sugar CRM. Easily add automatically Contacts, Cases and Leads into Sugar CRM when people submit a WPForms form on your site.
Features
Easily integrate WPForms form to Sugar CRM Contact
Easily integrate WPForms form to Sugar CRM Case
Easily integrate WPForms form to Sugar CRM Lead
Integrated WPForms form can automatically add your site new form data to Sugar CRM Contact
Integrated WPForms form can automatically add your site new form data to Sugar CRM Case
Integrated WPForms form can automatically add your site new form data to Sugar CRM Lead
Easily map your WPForms form fields to Sugar CRM Contact, Case and Lead fields
Making customer relationship management simple
Integrate unlimited WPForms forms
Installation
WordPress Dashboard
Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
Click on ‘Upload Plugin’
Upload ‘WPForms – Sugar CRM Integration’ plugin zip
Activate ‘WPForms – Sugar CRM Integration’ plugin
FTP, SFTP, SCP etc…
Unzip ‘WPForms – Sugar CRM Integration’ plugin zip
Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
Activate ‘WPForms – Sugar CRM Integration’ plugin
Configuration
Go to ‘Admin’ -> ‘WPF – Sugar CRM’ -> ‘Configuration’
Instance URL: Add your instance URL. Like https://example.com
Username: Add your Sugar CRM account username
Password: Add your Sugar CRM account password
Click on ‘Save’ button
Integration
Go to ‘Admin’ -> ‘WPF – Sugar CRM’ -> ‘Integration’
You can see list of WPForms Forms
Click on edit form icon which you want to integrate form
Select a Sugar CRM module you want to integrate with current form
Click on ‘Filter’ button to filter module fields
Check ‘Sugar CRM Integration?’ checkbox if you want to integrate Sugar CRM
Map fields which you want to map
Click on ‘Save’ button to map fields
Note: Map fields which is creatable in Sugar CRM module
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