Webform2Sugar: Capture webform result as new leads in SugarCRM

Select the SugarCRM field for each inputfield

Webform2sugar extends the Webform module with the ability to capture webform results as a new lead in SugarCRM.

The difference with the existing sugarwebform module is that this module doesn't display any extra pages and doesn't need a http-refresh.
Besides, webform2sugar is more user friendly. You don't have to find out the SugarCRM fieldnames, but you can use the dropdown button to choose an available field.

Requirements

Quickstart

  • Download and install the webform module if you haven't already
  • Extract the webform2sugar to your module directory and enable the module.
  • Enter the url of your SugarCRM in the webform2sugar settings at http://yourdomain/admin/settings/webform2sugar.
  • Select the SugarCRM version you are using
  • Make a new campaign in SugarCRM and copy the record variable in the url. It should be something like 33101bfb-a773-3231-dc24-512187ae3daa. This is the unique Campaign id of SugarCRM.
  • Paste the Campaign id you just copied in the 'Campaign id' field of your Drupal webform. After saving the webforms campaignID it is possible to bind all your input fields to available SugarCRM fields, using the dropdown button by each field setting(advanced settings).

Notice:
-You need at least to bind the SugarCRM field 'Last name' to one of your webform input field. Else SugarCRM doesn't save any lead!
-You can bind each SugarCRM field just once in the same webform.

Recommended release for 6.x

Please use the dev-version, since there are some issues with the beta release

Downloads

Recommended releases

Version Downloads Date Links
6.x-3.0-beta2 Download (11.71 KB) 2009-Mar-30 Notes
5.x-1.0-beta1 Download (11.39 KB) 2009-Mar-23 Notes

Development releases

Version Downloads Date Links
6.x-3.x-dev Download (11.78 KB) 2009-Apr-04 Notes


 
 

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