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Thread: Automatic Account, Contant Info From Website

  1. #1
    mslightbowne is offline Member
    Join Date
    Feb 2009
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    Default Automatic Account, Contact Info From Website

    Hi there,

    We run a training and coaching business. Our leads are added (or will be) into SugarCRM from the data capture websites we have.

    Currently (with Infusionsoft CRM), we have a webform that a sales agent fills in once a sale has been made - and that then converts the lead into a contact and creates the account and logs the sale based on the information entered onto the form.

    However, I can't see anyway of doing that in SugarCRM - it seems all you have is a web-to-lead form and nothing else.

    Am I missing something? Any help appreciated.
    M
    Last edited by mslightbowne; 2009-02-18 at 04:15 PM.

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
    Join Date
    Jul 2005
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    4,813

    Default Re: Automatic Account, Contant Info From Website

    You could always use the SOAP API to create a form that in turn does exactly what you describe.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
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