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Description

Ninja Forms – Sugar CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Ninja Forms and Sugar CRM. Easily add automatically Contacts, Cases and Leads into Sugar CRM when people submit a Ninja Forms form on your site.

Features

  • Easily integrate Ninja Forms form to Sugar CRM Contact
  • Easily integrate Ninja Forms form to Sugar CRM Case
  • Easily integrate Ninja Forms form to Sugar CRM Lead
  • Integrated Ninja Forms form can automatically add your site new form data to Sugar CRM Contact
  • Integrated Ninja Forms form can automatically add your site new form data to Sugar CRM Case
  • Integrated Ninja Forms form can automatically add your site new form data to Sugar CRM Lead
  • Easily map your Ninja Forms form fields to Sugar CRM Contact, Case and Lead fields
  • Making customer relationship management simple
  • Integrate unlimited Ninja Forms forms

Installation

WordPress Dashboard

  • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
  • Click on ‘Upload Plugin’
  • Upload ‘Ninja Forms – Sugar CRM Integration’ plugin zip
  • Activate ‘Ninja Forms – Sugar CRM Integration’ plugin

FTP, SFTP, SCP etc…

  • Unzip ‘Ninja Forms – 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 ‘Ninja Forms – Sugar CRM Integration’ plugin

Configuration

  • Go to ‘Admin’ -> ‘NF – Sugar CRM’ -> ‘Configuration’
  • 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’ -> ‘NF – Sugar CRM’ -> ‘Integration’
  • You can see list of Ninja Forms 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