By mademarest on
On SugarForge: http://www.sugarforge.org/projects/sugar-mambo/
there is integration support for Mambo.
Any chance of doing something similar for Drupal?
On SugarForge: http://www.sugarforge.org/projects/sugar-mambo/
there is integration support for Mambo.
Any chance of doing something similar for Drupal?
Comments
you will want to investigate
you will want to investigate civiccrm
SugarCRM
Can you elaborate on what are your specific needs ?
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Roshan Shah
CEO & Chief Solutions Architect
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*bump* SugarCRM & Drupal
I'd like the two systems to work together seamlessly.
Same skin, login, etc.
I should be able to run my company from a CRM standpoint through the site,
and allow (or assign) users (clients) their own account.
For example:
I have a service provider as a client.
A prospective customer for their product
finds them on my site, and a relationship
is created. By registering at my site, they
have Sugar accounts and can add each other
as contacts (more than just buddylist).
From there they can participate in relationship-centric
forums/threads, have a central repository for documents,
share a calendar, and more.
All of that info would be accessible by me and my sales
and customer service departments to facilitate and transact.
I could think of many more examples, if there are those out
there willing to run with and take credit for the ideas.
thanks
- Mark
create cases (and eventually contacts) in sugarCRM
I guess you'll have to make your own layout and adopt it in both applications.
When you want to use the same login, you could go for LDAP
I'll have to make a module, giving the possibility for visitors of the drupal site, to create a new case in sugarCRM.
Eventually it should also create the drupal-user as a contact inside sugarCRM.
Both applications works with LDAP, but each one with a different LDAP-server (I've been told it's because of security reasons).
It's a challenge :-)
investigating
I just started investigating what the sugar soap does, hoping I get to know it very quick.
I have some other work with a higher priority, but I hope I can get the cases running within two weeks (ofcourse it would need much more improvement).
If you have found great infomation about sugar soap, please post the link, I could use the information.
greetings
still cleaning
It is quite more difficult than I originally thought.
I had a lot of work that had to be done before I could dive into the development of the sugarcrm-soap, but now I'm ready to jump.
btw, are there still people interested into a module to communicate with sugarcrm, I haven't seen any new requests or so...
I am $uper interested in this
I am currently looking at integrating Sugar or SalesForce with Drupal... My goals would be to have Drupal and all it power be the frontend website while the CRM handles all the account management. If people are in the bay area... sugarcrm is having a developers conference on May 3~5 http://www.sugarcrm.com/crm/events/developer-conference.html I'll be attending to see what i can learn.
the conference from far, far away
I'm very interested in any notes of the conference ;-)
I live in Belgium, so I won't be there. It is too far and expensive to get there, and probably my boss wouldn't agree either :-P
Becouse of the lack of time I'm temporarily developing by directly inserting data into the sugarcrm database.
My goals are still developing the module based on soap, but it'll definitly take about a month or two to achieve that. I've got to improve SugarCRM OS and I'm a newbie when it comes to SOAP and module development for Drupal, that's why.
Are you a developer? Maybe we can work together?
Contact me... so we can
Continue to talk out side this thread... http://drupal.org/user/44165/contact
have a cvs account :)
I asked for an cvs account, with success.
Still waiting for your answer though ;-)
I have some real basic stuff now, created using an extra database connection. I can start to try the soap interface within the next 2 weeks.
Salesforce
I'm actually working on a proposal right now for a Salesforce module. If it goes through, I'll probably take over the existing project if nobody else gets to it by then.
sounds interresting. But
sounds interresting.
But still I'm going to create a sugarCRM module becouse sugarCRM has an open source package and salesforce hasn't.
Wish you good luck
Sounds great
I'm not very familiar with SugarCRM, but a module that allowed for integration between drupal and a powerful CRM provider would be very interesting. Please keep this thread up to date or link to the project when it's created. Thanks.
Drupal is moving to an open ID system in version 6. If SugarCRM did the same, perhaps the integration would be simpler.
not sure about that
As far is I know sugarcrm doesn't have the capabilities to work with an open ID system, I doubt it that they are going to implement it though.
I think it could be interresting to make advantage of it, although I prefer LDAP above openID (read some docs about openID, didn't know what it was till now).
The authentication with sugar is realized through the SOAP sugar delivers, sugar can work with LDAP, so does drupal (with an xtra module).
SugarExchange
I think, you'll able even to sell Sugar-Drupal integration module.
Maybe, i'll be your first consumer ;-))
I am very interested in this
I am very interested in this as CiviCRM is not the answer to my CRM needs.
Me too!
Will contribute to a fund to develop this module.
-v
How much?
What amount sounds decent for such contribution?
no need
It is still in development, got still a lot of other things todo first.
Hopefully by the end of may it should be possible to create and request your (a contacts) cases.
Interested
we are certainly interested in interfacing between
Drupal and SugarCRM. we use Drupal for generating and qualifying leads (visitors login to read articles, providing use a profile and information to qualify leads). we would like to use sugarcrm instead of civicrm.
do you already have some form of requirements /specs for the interface?
just give an overview of
just give an overview of open and closed cases with their tasks + the ability to start a new case
that's all at the moment.
ofcourse I hope there's more to come (for example when other programmers jump in)
Interested as well
I'm not a developer, but I would be really interested in a simple integration that does the following:
In Sugar: Create a campaign form for a website
In Drupal: A module to populate the Sugar DB using the webform fields based on logged in user activity.
For example - registered users have access to content on my site that is available to registered users only. I would like to generate a lead for each piece of content they download in Sugar (they are white papers, for example). I don't want my registered Drupal users to have to fill out a stupid webform each time they want something, just want to log their data from their profile to a lead object in Sugar each time they download content that is tagged as such. Ideally, I could have a taxonomy tag on each content to link to a campaign.
This may be simpler than what has been proposed here - I don't need the drupal login to sync with Sugar, for example. Just need to generate lead objects based on activity on the Drupal site.
RB
I'm interested!!
This integration would be a great tool for myself and my clients.
take a look at this module..
http://www.sugarforge.org/projects/sugarondrupal
I'll push out the code in two or three days. I'm just finishing the doc.
Code was quite old, I had to rewrite from 4.6 to 5.. 4.6 is not going to be mantained at all. And I'm scared.. people is talking about drupal 6.. Drupal has been a great CMS, but it's getting a little mad with so manu version upgrades with so many important changes, changes that modules can't hang..
Can't wait
I love to see this coming, great news! From looking at nvironment.org the functionality is a very good start.
-- Sutha
-- Erik
Your work very much appreciated
Thank you, your work very much appreciated.. can't wait for the results, thumbs up!
looks promising
your module looks very promising.
My module had to follow a different way because of the complexity within my compagny, but I still wants to adjust it for all users.
If your code comes out I shall certainly take a look at it and probably make use of it to integrate the cases.
I'm very busy right now, a colleague has left the compagny so all work has to be done by one person now (me :( )
I hope our code can be combined.
greets
Does it have to be SugarCRM
I am wondering about this.
There is a lot of overlap in the two systems.
Recently, I started using Flyspray for issue trackging.
And, as a loner out here, I am not expressing any group loyalty. It just seems that customer case tracking is very close to issue tracking.
However, you need a little extra plumbing to get an issue tracker to take say, an info request and turn it into a lead.
At the point that it is an open lead, it is the same as an open issue. It might have a life though, while many issues are immortal.
So, I see that if things are being hobbled together, maybe you can mix Drupal and an Issue tracker. A customer is a special kind of user with a special kind of role.
And, a customer request that becomes a lead is an issue. Customers who generate leads can be placed into an autoresponder queue. A set of workflows can be created to handle the customer. So, what else is needed? I would like it if someone could give a list of CRM features that are needed that can't be handled by an issues tracker and Drupal modules, because I don't claim to know what they are but could really stand to know.
wowowow
Your debate is a great workaround, but I have started the project with one and only one requeriment in head.. it's not to break drupal natural workflows. As ldap module does, for example, disabling natural way of distributed authentication overwritting and replacing not only the auth function, but the login form. I really hate that. I preffer much more to try one or hundred aproaches untill I find a clean drupal-based workflow. My first task was to learn about the drupal workflows, and now it's done.
This viewpoint applies also for module and further development. I'll do my best do mix both, but only if don't break drupal's workflows. Consider that the soap interface can interact with your customer storage, and if we should keep something unbreakable due to any kind of errors, it's the sales force application, not the drupal interface.
Another topic to design before coding is the sync betwen both applications.. cases/issues should be created in the CRM or in drupal, or both, and should be read from the CRM and/or mixed with the Drupal existing cases/issues.. or should they be regulary sync'ed. I'm sure that cases/issues should exist in the CRM, so a module with just a form to submit cases/issues would do the job.. But If we consider searching within cases/issues using drupal site, we should consider keeping both.. but when both exists, there are syncronization priorities to configure.. Well, actually it's that hard.
My next task in the project roadmap is to manage campaings instead of cases/issues. The reason why I choosed this is because a campaing turns into a form that the user has to fill, and that form is a handicap when trying to capture leads or oportunities. Cases are more a feature than a handicap, so they are down in my list, but this situation is good for all, as now we have two development lines of the same conector.
SugarOndrupal only cares about the 'user' module of Drupal. Leads in the registering process and contacts in the authentication of the 'login' process and the 'update' process. Code is really simple and small to be used as a start point for further integrations.
After this writting, I'll push out from the stack the code to continue developing more ideas. By the way, for the campaings integration I'll need some expertise about campaing management in SugarCRM, so if any one is interested in writting an scope or some ideas they will be the new starting shoot of this part of the connector.
test version published
ok, I did.. you have a ready to test version published at:
http://www.sugarforge.org/projects/sugarondrupal/
But I want (and wait) feedbak!! :)
Wow! Looks very useful.
Wow! Looks very useful. I'll be testing with my new Drupal installation.
just wanted to add my thanks
in advance, haven't installed as yet but have been investigating CRM integration for sometime and have been using salesforce in the past and am evaluating sugar. Although I may not go in that direction just wanted to say thanks for the contribution and effort in integrating the key apps in specific areas - really helps in making decisions knowing possible integration with Drupal is possible.
Cheers
Great integration
Hi,
I've just downloaded your module and it looks great. Thanks! The installation was easy. There was an error message (something in form.inc) in the settings after I had activated the module, but I suppose this was because the setting fields were not filled in yet, as that message dissapeared after completing the settings using the wizard. Maybe out of a usability perspective it could be good to put an extra link to the "run wizard" pages as the recommended way to setup the system as this seemed the best way to complete the settings and had more information than just filling in the displayed settings fields.
So far I tested registering a new user on the Drupal, and checking if that user appears as a lead in Sugar CRM and it works!
I would like to theme and tweak my Drupal site in a way that the "register"/"profile" form would rather look like a "contact"/"request" form and pass on the fields of the contact form to Sugar CRM. I think a new customer rather will want to fill in a contact form than become "member" of a site, but this depends of course of your business. It would be great if a module like http://drupal.org/project/webform could provide an option to send its data to Sugar CRM.
It could also be a good idea I think to provide this module on the drupal.org site and not only on Sugarforge. For me it seems easier and more organised to give feedback to your module via the drupal.org project issues (http://drupal.org/project/issues) than some bits and pieces spread over the forum. And you probably will be easier found by the Drupal community.
Hans
KOBA - Webdesign with Drupal
KOBA - Drupal Webdesign & Webdevelopment
:D
thanks.. I'll TODO the ideas for the module and do a quick fix soon. By the way, after several weeks reading about the topic, I realized there were more people from sugar interested in having a web portal for their customers than drupal users needing a sugarcrm connection, so I decided to put the project in the sugarCRM due to it's audience..
you should read my reply to http://drupal.org/comment/reply/91115/267269 as a continuation for your post..
Breathing Life Into It
This is fantastic!!
It's come a long way since I originated the post almost a year ago.
The work that has gone into this is inspiring, and the demand, growing.
This could revolutionize the adaptation of both of these technologies.
Can we take it one step further?
My idea is to allow SugarCRM to be used by users.
Meaning I'm a new user who comes to your site (encyclopedia salesman).
Once I've 'registered' (drupal) I have access to site content (drupal).
When I am 'authenticated' (drupal, by admin) I'm given access to additional (sugar) functionality (access control).
[could have an 'user role' that says authenticated users can view/add/edit their own sugar content]
When I identify other users on your site (buyer), I can add them as a 'contact' & 'lead' (sugar)
[hence the "more than buddylist" comment in original post],
and interact with them in my own 'forum'/'faq'/'docs' (sugar).
If I identify a sales opportunity with the buyer, I can create an 'opportunity' (sugar) which can be tracked with all the built-in (sugar) charting [so I could see the value and estimated close date of my 'leads'/'opps'/'accounts' (sugar)].
I could have a 'dashboard' (sugar) pushed into a page node (drupal), etc. (all of it for that matter)
I could blend all this sugar functionality with drupal avatars, userpoints, whichever commerce module I choose, etc.
[so to site-users I'm a 'power user' or rated like amazon/ebay (user ratings, drupal) and for me (encyclopedia salesman) I have a fancy set of tools that manages business I initiate from your site and can attach a value (potential and actual) that I get from using your site.]
Maybe set up a block for sugar functions.
These "hooks" should work the same as the module posted on sugarforge, with sugar's DB standalone.
I guess it's the presentation layer I'm focused on.
I'm not a coder, so piss on me, but (speaking like Jackson Pollock paints) it seems maybe via php it's a 'print' function from the 2 DBs.
I have no idea what I just said.
I'm more of an architect than an engineer.
Keep it up. I can visualize the outcome, and it's revolutionary!!
yes but..
as I said before.. I'm not an experienced CRM user, so I have no clue of the right flows in sugar (or any other CRM) to do a project roadmap and so, and withouth roadmap, no further development is to be done :D
I need help in that topic, I asked for help in that topic, and nothing happend.. yet.. :)
The only way to do this kind of development is having some background on it, call it experience, call it knowledge.. I don't have any of them.. I just know how to integrate both, but just in the cases exposed in the sugar forums, and they were: allow customers (contacts) to login, and lead any registration. If you read my posts about drupal and sugar "I'm waiting for some kind of feedback". For a further and correct development of the module I will need some help from people how know what they need, with exactly 'user cases', I mean.. Go to xxx, do a YYY to see a ZZZ.. Once the cases are defined we can talk about a roadmap, we can talk about development and maybe then we can think in adding the module to drupal's contributions I guess..
Let me change my question: It was: "any clue about how to do it?" and it will be "Do you have time for this? :D".. This kind of project will require a set of experienced users to give at least a minimun quality withouth getting lost in thousends of configurable options and flexible flows. If some of you can engage this, then for sure I can engage the development!
:)
PD: nice to read something about this.. I think it could be really usefull! thanks to both
On It
ilo-
My apologies. Yesterday, when I posted, was the first time, in a long time, I had referred back to this post.
I will be happy to prep and supply the documentation you require.
It may take a few days, but I'll put something comprehensive together.
I think our combined skills could get this done.
-Mark
Good to hear ...
something like that! I'll wait for news.. Please, take patience if I don't answer quick enough, as I'm on hollydays, but from middle of sept. on I'll be right 100% on this (this way you have also time to set up the information).
;D
I'm interested to hear more
I'm interested to hear more about what types of information and use cases you might need, and in what type of format. I'm an experienced CRM developer and user, having spent a lot of years working with Siebel and Salesforce.com.
I also have been starting to use SugarCRM for my own business and have now been considering moving my website platform to Drupal. Having this type of integration would be quite powerful. Have you considered at all an integration with vTiger? Here are a few links to look at:
* http://drupal.org/node/33689
* http://www.vtiger.com/
* http://www.vtiger.com/blogs/2007/07/17/vtiger-quickbooks-drupal-integrat...
The reason I ask is there have been some questions about how "open source" Sugar is in comparison to vTiger (they have paid 'professional' versions that leverage ideas developed by the open community), where vTiger is completely focused on being an open source solution.
I know some people on Drupal want to focus on CiviCRM, but until CiviCRM decides to offer solutions for other vertical industries it is limiting in what is capable. Most businesses have no notion of donors, volunteers, etc. You can fudge the solution for a while by saying "constituents = customers", but this will only work so long.
Also I know a few months ago someone mentioned if the integration could take place using an issue tracking solution turned into a lead tracking solution. This could work, but would be very limiting when working toward a long-term solution. There needs to be a much broader sense of what CRM is all about ... more than just tracking leads, it's about sales pipelines, marketing campaigns, account management and even in many cases product management, which can eventually lead into a broader integration with ERP/Accounting solutions like SAP (on the large-scale end) down to QuickBooks.
I can definitely provide a lot more thoughts if you're interested. Let me know.
about campaigns
Hi ron_s.. After the first touch betwen sugarcrm and drupal, I left the basics of web self portal and CRM integration, allowing the contacts to access a site and tracking leads from registration. The next steps, as far as I understand a natural flow of integration, will go through:
- mix leads and contacts: I mean, leads and contacts are managed as different accounts for now in the integration module, so if you have a lead, who created his own site account, you have to force a new account to match the crm criteria, it's, to read users from contact module. That topic needs no help from experienced user, but need some time to finish the code matching users (contacts) withouth account, and accounts (registered users) withouth contact information. But for this to finish in the right direction I'll need little more background about how the module would grow, so it's not a critic fix for now, at least not for me.
- Campaign managment.. From my limited crm point of view, the use of a portal can help in many internal crm operations, but the most powerfull I guess (far from issues, tracking and so) could me the campaigns module.. So you create a marketing campaign, and using a drupal site can go tracking many things withouth letting the user go to the sugarcrm application. What I have no Idea at all is, what a campaign is, and what the integration could be. It's, should the campaign be created in the crm and populated to the drupal? or the campaign is to be created in the drupal as you create a node, and the crm can be populated with drupal information (including the campaing data).. that approach would be helpful!
The main idea is, the first who gives help about developing the module, is going the first to get some of it's functionality personalized, as I'm open to develop further in this, but with some guides, no matter if the guides are generic for all people or cased for the person who wants to share knowledge. :D
so.. do you want to continue on this? then lets start about discussing how the campaign should be integrated (but think about drupal development, not sugarcrm.. right?)
Re: Sugarcrm and Drupal
Hi Ilo,
Sorry got to the party a bit late but wanted to add my 2 cents worth to your questions:
1) Normally, in a CRM project, a portal is deployed to allow "Self-service" functionality--meaning allowing users to be able (without having to email, or call the a rep or customer support):
->get access to relevant information about their account such as:
---->account information (ie contact details, phone, email, etc)
---->case history/issues
---->product information
---->other transactional information (ie orders, invoices)
2) Because of this, I still feel from a CRM practitioner's point of view, that the issue tracking/case management part would deserve a higher priority.
3) If you feel that campaign aspect (ie marketing automation aspect) of SugarCRM and Drupal should be emphasized, just by way of background--SugarCRM allows users to create "Campaigns" or essentially lead generation activities and identify:
-> what sort of Campaign is it (ie Email campaign/blast | Fax | Event/Tradeshow | Direct mail | Telemarketing )
->if it is an email campaign (ie promotional email blast or regular newsletter) SugarCRM can be used as a platform to send personalized emails (ie extract from the database account's name and tailor content depending on account's data such as Industry or Geographic location)
->Use can use SugarCRM to launch an Email campaign, then view results (ie click thrus/opened messages) to be able to determine efficacy of the campaign
Regarding integration with Drupal:
->I think if you want to enhance the Campaign module of SugarCRM, a more logical path would be to integrate it with Google Adwords (similar to what Salesforce.com has done)
->Where Drupal can add value is possibly (and here is suggested functionality):
--->When a campaign is created, and an Email template is created for the campaign and saved in SugarCRM database--a corresponding node is created within Drupal. Both are HTML formatted
---->This node type will only be restricted for viewing to registered users in Drupal who have signified interest in receiving emails/communication from the company who owns the Drupal website
----> These users who "opt in" become identified with specific role or group in Drupal
----> These users will then be able to view an archive of past (and future) HTML-formatted email campaigns from the company
----> Because it is now a node in Drupal--users can now post comments, tag it, link it, forward it, etc thus allowing viral spreading, interactivity, and more meaningful feedback from campaigns (which benefits the marketer)
Let me know if this is clear and would be glad to work with you to get this going. Thanks!
bump
Hi guys,
I was just wondering if there's any movement on this project. *bump*
Chazz
SugarCRM 5.x / Drupal integration?
##bump?##
Also wondering if there is
Also wondering if there is any movement on this. Finding a good drupal / project management solution (that's documented well.. or at all) is apparently a daunting task.
Agreed, looking for intranet/extranet business integration
We have prospects who become clients. (I eschew the word 'customer' as it implies a one-time purchase with no ongoing relationship.) Prospects want products and/or services. The sales process pretty much flows the same way all the time, and after a prospect becomes a client they are still in a perpetual state of being a prospect for each project that they want us to work on.
For any of these scenarios, there are emails, phone calls, meetings and other contacts that need to be documented with notes applied to specific projects. Internal people and related contractors need to be informed on some triggers, almost always manual. Triggers are for new project requests, scheduling required for testing, project completed, billing, follow-up, support, etc.
I have no idea if Sugar goes this far - researching packages for "right fit" takes Soooo long. But we're starting to look because it also takes Soooo long to manage relationships manually. Since we're trying to build a lot around Drupal and package that into a turnkey solution, we want to eat our own dogfood, as it were, so I'm hoping to find something that fits rather seamlessly. We're going to check out Civi and workflows - any other ideas out there? We're not necessarily looking for 100% Drupal, but something that integrates with it - as we're planning to do with WordPress, SimpleMachines Forum, and I'm hoping with Mantis Bug Tracker.
If we can get clients to buy Drupal-related solutions from us, I'd gladly translate that into developer time to contribute back to modules, but at this point we're sort of in a chicken and egg mode.
subscribing- also looking
subscribing-
also looking for sugar5/drupal6 interegration. that would be very nice!
Is this still active?
Hello,
I was just wondering if this is still active, we would like to get involved if it still is...
Thanks,
Ken
integration
I've done integration between sugar 5/drupal 5 where user accounts are pushed over to the system. If you tell me what you're looking for I could work on creating something between sugar 5/drupal 6
if anyone is still
if anyone is still interested, check out this link http://www.sugarforge.org/projects/sugarondrupal/
I have not tested it but it seems to be the only thing around.
on Drupal.org
The project is active on Drupal.org now. Here's the link.
http://drupal.org/project/sugarondrupal
I think I'll be working with this in the next coming months on a project.
Integration using JBoss ESB
I'm sure the solutions mentioned here are good.
Just wanted to mention: Our client had more integration requirements,
SugarCRM and Drupal being only the first of several systems to integrate.
Therefore (and because we already knew it ;-) we used the JBoss ESB
to synchronize contact and activity data between the two systems.
Now the client is able to manipulate data and mapping in a flexible fashion.
If anyone is interested, I will happily provide code (only a little) and configuration
(phew - thats involved!) or assistence.
German speaking people can learn a little more here:
http://www.objectcode.de/oc-labs/oc-labs/esb-business-connectors.html
Regards, Joerg Viola
sugarondrupal
i am interested in integrating sugarcrm with drupal. but after i have installed sugarondrupal i get this kind of message as an error.
help.
SugarCRM configuration Not Configured
You should configure your SugaronDrupal connection. Please check the SugarCRM connection settings.
Found a pretty good write up
Found a pretty good write up about integrating Drupal and SugarCRM here: http://www.websitemaintenancelabs.com/dev-blog/integrating-drupal-and-su...
Examples and a stub module
Edit: url changed...
Important Message Here
Please read http://drupal.org/node/644164