Sugarcrm

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Provides a number of Composr integrations with SugarCRM:
  1. Sync new accounts into SugarCRM (Accounts, and Contacts and/or Leads)
  2. Sync contact form messages into SugarCRM (Cases or Leads)
  3. Insert URLs into Contacts to view Composr metadata of corresponding members (see “Contacts metadata field” and “Lead metadata field” config options)

Form messages are taken from main_contact_simple block, main_contact_catalogues block, and form_to_email.php.

You can define mappings between:
  • Custom Profile Fields and SugarCRM fields
  • Contact form fields and SugarCRM fields

Mappings are always defined like:

Code

Some Composr Field=Some SugarCRM field
Another Composr Field=Another SugarCRM field
(Some static text)=A SugarCRM field
[some_posted_field]=A SugarCRM field
Parenthesised fields on the left-hand-side always define static text to place into a SugarCRM field.
Square-bracketed fields on the left-hand-side always define request field parameters (order: POST, GET, COOKIE) to place into a SugarCRM field.
Fields on either the left-hand-side or right-hand-side do not need to exist, and will simply be skipped if so. The same will happen if the Composr field is blank. This system makes it feasible to have multiple very different contact forms all synching with SugarCRM.
If multiple mappings are made to the same SugarCRM field then this will either:
  1. append multiple fields together using a multi-line labelling system (on contact form sync, with some exceptions defined below)
  2. use the last non-blank Composr field (on account sync, or for the following special fields priority, email1, lead_source, name, first_name, last_name)

CRM software supported:
  • Tested with SugarCRM 6.2, 6.5 and 7.9.
  • Also works with SuiteCRM, which is a SugarCRM fork. Tested with SuiteCRM 7.9.
  • Does not work with vTiger, another SugarCRM fork.


System Requirements / Dependencies

PHP curl extension

Website Software Requirements

Minimum version: 11


Optional recommendations

securitylogging

Licence

Licensed on the same terms as Composr

Additional credits/attributions

Asa Kusuma

Images

Rating

Unrated