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Description

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

Features

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

Installation

WordPress Dashboard

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

FTP, SFTP, SCP etc…

  • Unzip ‘WPForms – 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 ‘WPForms – Sugar CRM Integration’ plugin

Configuration

  • Go to ‘Admin’ -> ‘WPF – Sugar CRM’ -> ‘Configuration’
  • Instance 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’ -> ‘WPF – Sugar CRM’ -> ‘Integration’
  • You can see list of WPForms 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