Tag: sugar crm

  • WPForms – Sugar CRM Integration (Types)

    WPForms – Sugar CRM Integration (Types)

    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 http://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
  • Ninja Varieties – Sugar CRM Integration (Kinds)

    Ninja Varieties – Sugar CRM Integration (Kinds)

    Ninja Forms – Sugar CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Ninja Forms and Sugar CRM. Easily add automatically Contacts, Cases and Leads into Sugar CRM when people submit a Ninja Forms form on your site.

    Features

    • Easily integrate Ninja Forms form to Sugar CRM Contact
    • Easily integrate Ninja Forms form to Sugar CRM Case
    • Easily integrate Ninja Forms form to Sugar CRM Lead
    • Integrated Ninja Forms form can automatically add your site new form data to Sugar CRM Contact
    • Integrated Ninja Forms form can automatically add your site new form data to Sugar CRM Case
    • Integrated Ninja Forms form can automatically add your site new form data to Sugar CRM Lead
    • Easily map your Ninja Forms form fields to Sugar CRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited Ninja Forms forms

    Installation

    WordPress Dashboard

    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘Ninja Forms – Sugar CRM Integration’ plugin zip
    • Activate ‘Ninja Forms – Sugar CRM Integration’ plugin

    FTP, SFTP, SCP etc…

    • Unzip ‘Ninja Forms – 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 ‘Ninja Forms – Sugar CRM Integration’ plugin

    Configuration

    • Go to ‘Admin’ -> ‘NF – Sugar CRM’ -> ‘Configuration’
    • URL: Add your instance URL. Like http://example.com
    • Username: Add your Sugar CRM account username
    • Password: Add your Sugar CRM account password
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘NF – Sugar CRM’ -> ‘Integration’
    • You can see list of Ninja Forms 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
  • Gravity Kinds – Sugar CRM Integration (Types)

    Gravity Kinds – Sugar CRM Integration (Types)

    Gravity Forms – Sugar CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Gravity Forms and Sugar CRM. Easily add automatically Contacts, Cases and Leads into Sugar CRM when people submit a Gravity Forms form on your site.

    Features

    • Easily integrate Gravity Forms form to Sugar CRM Contact
    • Easily integrate Gravity Forms form to Sugar CRM Case
    • Easily integrate Gravity Forms form to Sugar CRM Lead
    • Integrated Gravity Forms form can automatically add your site new form data to Sugar CRM Contact
    • Integrated Gravity Forms form can automatically add your site new form data to Sugar CRM Case
    • Integrated Gravity Forms form can automatically add your site new form data to Sugar CRM Lead
    • Easily map your Gravity Forms form fields to Sugar CRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited Gravity Forms forms

    Installation

    WordPress Dashboard

    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘Gravity Forms – Sugar CRM Integration’ plugin zip
    • Activate ‘Gravity Forms – Sugar CRM Integration’ plugin

    FTP, SFTP, SCP etc…

    • Unzip ‘Gravity Forms – 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 ‘Gravity Forms – Sugar CRM Integration’ plugin

    Configuration

    • Go to ‘Admin’ -> ‘GF – Sugar CRM’ -> ‘Configuration’
    • URL: Add your instance URL. Like http://example.com
    • Username: Add your Sugar CRM account username
    • Password: Add your Sugar CRM account password
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘GF – Sugar CRM’ -> ‘Integration’
    • You can see list of Gravity Forms 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
  • Gravity Varieties – Sugar CRM Integration (Types)

    Gravity Varieties – Sugar CRM Integration (Types)

    Gravity Forms – Sugar CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Gravity Forms and Sugar CRM. Easily add automatically Contacts, Cases and Leads into Sugar CRM when people submit a Gravity Forms form on your site.

    Features

    • Easily integrate Gravity Forms form to Sugar CRM Contact
    • Easily integrate Gravity Forms form to Sugar CRM Case
    • Easily integrate Gravity Forms form to Sugar CRM Lead
    • Integrated Gravity Forms form can automatically add your site new form data to Sugar CRM Contact
    • Integrated Gravity Forms form can automatically add your site new form data to Sugar CRM Case
    • Integrated Gravity Forms form can automatically add your site new form data to Sugar CRM Lead
    • Easily map your Gravity Forms form fields to Sugar CRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited Gravity Forms forms

    Installation

    WordPress Dashboard

    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘Gravity Forms – Sugar CRM Integration’ plugin zip
    • Activate ‘Gravity Forms – Sugar CRM Integration’ plugin

    FTP, SFTP, SCP etc…

    • Unzip ‘Gravity Forms – 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 ‘Gravity Forms – Sugar CRM Integration’ plugin

    Configuration

    • Go to ‘Admin’ -> ‘GF – Sugar CRM’ -> ‘Configuration’
    • URL: Add your instance URL. Like http://example.com
    • Username: Add your Sugar CRM account username
    • Password: Add your Sugar CRM account password
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘GF – Sugar CRM’ -> ‘Integration’
    • You can see list of Gravity Forms 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
  • Contact Type 7 – Sugar CRM Integration (Add-ons)

    Contact Type 7 – Sugar CRM Integration (Add-ons)

    Contact Form 7 – SugarCRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Contact Form 7 and SugarCRM. Easily add automatically Contacts, Cases and Leads into SugarCRM when people submit a Contact Form 7 form on your site.

    Features

    • Easily integrate Contact Form 7 form to SugarCRM Contact
    • Easily integrate Contact Form 7 form to SugarCRM Case
    • Easily integrate Contact Form 7 form to SugarCRM Lead
    • Integrated Contact Form 7 form can automatically add your site new form data to SugarCRM Contact
    • Integrated Contact Form 7 form can automatically add your site new form data to SugarCRM Case
    • Integrated Contact Form 7 form can automatically add your site new form data to SugarCRM Lead
    • Easily map your Contact Form 7 form fields to SugarCRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited Contact Form 7 forms

    Installation

    This plugin requires the Contact Form 7 plugin.

    WordPress Dashboard
    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘Contact Form 7 – SugarCRM Integration’ plugin zip
    • Activate ‘Contact Form 7 – SugarCRM Integration’ plugin
    FTP, SFTP, SCP etc…
    • Unzip ‘Contact Form 7 – SugarCRM Integration’ plugin zip
    • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
    • Activate ‘Contact Form 7 – SugarCRM Integration’ plugin

    Configuration

    • Go to ‘Admin’ -> ‘CF7 – SugarCRM’ -> ‘Configuration’
    • URL: Add your instance URL. Like http://example.com
    • Username: Add your SugarCRM account username
    • Password: Add your SugarCRM account password
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘CF7 – SugarCRM’ -> ‘Integration’
    • You can see list of Contact Form 7 Forms
    • Click on edit form icon which you want to integrate form
    • Select a SugarCRM module you want to integrate with current form
    • Click on ‘Filter’ button to filter module fields
    • Check ‘SugarCRM Integration?’ checkbox if you want to integrate SugarCRM
    • Map fields which you want to map
    • Click on ‘Save’ button to map fields
    • Note: Map fields which is creatable in SugarCRM module

    Changelog

    1.0.0

    • Initial release