Results 1 to 9 of 9

Thread: n00b question - my web form --> Sugar

  1. #1
    D_M_S is offline Senior Member
    Join Date
    Aug 2009
    Posts
    64

    Default n00b question - my web form --> Sugar

    I have an asp.net web site that I use for my company and it has a simple "contact us" form. Nothing special, just a few fields for first name, last name, etc. I have a feeling that there is a way to feed these leads into Sugarcrm but I don't know exactly how. I took a quick look at Webtolead forms but I want to keep my existing ASP.NET page/form. Is there a way I can make a POST to my sugar system and push my users back to my corporate page (ie no interruption in the user experience?).

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

    Default Re: n00b question - my web form --> Sugar

    You should be able to leverage the SOAP API within ASP.NET fairly easily in order to do that. Check out the Develper web site for info (http://developer.sugarcrm.com), but in general, it would be a simple call to set_entry().
    Regards,

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

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  3. #3
    D_M_S is offline Senior Member
    Join Date
    Aug 2009
    Posts
    64

    Default Re: n00b question - my web form --> Sugar

    Interesting solution, I'll have to look that up.

    But I guess I was hoping for something a little more straightforward where I could make a post to a particular SugarCRM page and it would pull the values from the form.

  4. #4
    Angel's Avatar
    Angel is offline Sugar Community Member
    Join Date
    Jul 2005
    Location
    Los Angeles
    Posts
    4,813

    Default Re: n00b question - my web form --> Sugar

    It would be best if you go through the API as other methods would require you to write directly to the database one way or another. While it is possible, it is generally not a good idea.
    Regards,

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

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  5. #5
    D_M_S is offline Senior Member
    Join Date
    Aug 2009
    Posts
    64

    Default Re: n00b question - my web form --> Sugar

    I appreciate the help. I have taken a look at the SOAP side and its not too bad. I'm able to create lead entries but set_entry just doesn't seem to modify it properly (I need to collect more than just name and email).

    Anyways, I appreciate the help for putting me on the right track, its getting closer to what I need.

  6. #6
    Angel's Avatar
    Angel is offline Sugar Community Member
    Join Date
    Jul 2005
    Location
    Los Angeles
    Posts
    4,813

    Default Re: n00b question - my web form --> Sugar

    set_entry() allows you to define all the fields that you need, it is not limited to just name and e-mail. Perhaps you were looking at create_lead().

    You might also want to consider using my .NET wrapper so you don't specifically have to learn all the nuances of the Sugar API. Link is in my sig.
    Regards,

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

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  7. #7
    D_M_S is offline Senior Member
    Join Date
    Aug 2009
    Posts
    64

    Default Re: n00b question - my web form --> Sugar

    I appreciate the help. I decided to "roll up my sleeves" and add some SOAP calls to my ASP.NET using the create_lead and set_entry methods. Not intuitive at all! But it did get the job done and I'm now feeding my web leads straight in to my SugarCE install

  8. #8
    Angel's Avatar
    Angel is offline Sugar Community Member
    Join Date
    Jul 2005
    Location
    Los Angeles
    Posts
    4,813

    Default Re: n00b question - my web form --> Sugar

    BTW, the advantage of using set_entry versus create_lead is that you save yourself from having to make an extra call. It might be a moot point if the volume is low, but something worth keeping in mind in case performance becomes an issue.
    Regards,

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

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  9. #9
    D_M_S is offline Senior Member
    Join Date
    Aug 2009
    Posts
    64

    Default Re: n00b question - my web form --> Sugar

    That's a good point, I hadn't considered that . . . I guess I could do it all with set_entry. I ended up this way because create_lead is infinitely easier to understand/use than set_entry and had that implemented first and then used set_entry for the "extra" fields.

    My volume should be low and my CRM is on the same server as my ASP.NET so I'll probably just keep it this way for now.

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Quick question on form submission
    By sabres21 in forum Help
    Replies: 6
    Last Post: 2009-05-14, 01:52 AM
  2. N00b question: What is Portal Information?
    By sscheper in forum Help
    Replies: 1
    Last Post: 2008-08-14, 07:19 PM
  3. N00b questions
    By mhayhurst in forum Help
    Replies: 1
    Last Post: 2007-10-13, 06:10 PM
  4. Replies: 6
    Last Post: 2006-07-27, 05:21 PM
  5. Replies: 10
    Last Post: 2006-03-28, 03:30 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •