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