Tag: wpforms sugar crm integration

  • 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