Contact Form 7 – Sugar CRM Integration

Contact Form 7 - Sugar CRM Integration

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
Date: June 11, 2017