Lead from Web form

[sanver]

How to capture Lead from web form to Sugarcrm Open Source

Regards

Sanver

[czei]

Yes, any pointers on this would be appreciated. Suprisingly, there's hardly anything on the Wiki about it; what's there is really old, and I didn't think it would still apply.

[pankaj]

Hi,
I have done this for the website onlineinsurancequotes.ca. To test it just visit the URL https://onlineinsurancequotes.ca/Per...Insurance.html and then fill up the form. The information enetered by you will be into SugarCRM as a Lead at http://70.68.128.117/crm/. Even you will fill up from an affiliate website such as http://simplyinsurance.ca/ then again information provided by you will be entered as a Lead at http://70.68.128.117/crm/ but this time the affiliate name will also appear in the sugarCRM. In addition to this I have also customized sugarCRM to store some additional information about Leads. Even I have defined several categories of Leads and you can view Leads category wise in SugarCRM. And for all these I changed the content of following files of sugarCRM:

en_us.lang.php
listviewdefs.php
ListViewGeneric.tpl
vardefs.php

In addition to this I also addedd some columns to the leads table and did some customization in the users table. Further in order to store some additional information about leads I created a seperate table leads_result. Please note that I have done this customization for version 4.5.0 as well as earlier versions also.

Best Regards ...
Pankaj Kumar

How to capture Lead from web form to Sugarcrm Open Source

Regards

Sanver

[sanjaykatiyar1]

Yes, any pointers on this would be appreciated. Suprisingly, there's hardly anything on the Wiki about it; what's there is really old, and I didn't think it would still apply.

If you need some extra fields in the web form other than in the leads of the sugar then create custom fields and save these
extra fields in leads_cstm table.

[dionysus]

Sorry for asking a noobie question, but i just don't get this.

Can some provide maybe a step by step guide on how you create lead capture form,

and how you get that data into Sugar.

en_us.lang.php
listviewdefs.php
ListViewGeneric.tpl
vardefs.php

What codes do we have to change??

Thank You Very much!!
D

[deand]

Question --- so let's say that the web form is set up --- and the data ports in --- you have to mirror the web form in the customer lead fields....how do you make the info show up once the data is loaded? What is the connection between customer lead field and mapping to the actual lead itself?




Hey, I am pulling data in from a CSV into the leads tab --

Created custom lead fields for the mapping process, but after the import only
the Sugar standard fields are there. Do I need to alter the Lead Tab with the new
fields also? That seems like a lot of work (inputting the custom fields for the import) and
then the data not showing up. Where did I go wrong???????
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