Web-To-Lead form to Target List automatically

[cafevino]

I ran across this (http://www.sugarcrm.com/forums/showt...648#post201648) thread looking for a way to assign a lead from a web form to a target list automatically. It offers a solution for an older version of Sugar but I was hoping to find a way to do the same thing in 5.5. I thought the thread was worthy of revisiting. Any ideas? IS there another way to do it that's better than changing the source?

[salesagility]

There is no way to do this other than change the source.

[cafevino]

I found a WebToLeadCapture.php file in the modules/Campaigns folder and found a spot to insert the code (see thread link in first post), but it gives me a "not a valid entry point" error on submit. I'm assuming because 5.5 is set up differently than 4.x or 5.0. Anyone know how to get around that?

EDIT: Here is my code...

<form action="../../new/WebToTargetCapture.php?entryPoint=WebToLeadCapture" name="WebToLeadForm" method="POST" id="WebToLeadForm">

SEE "//SFGEORGE - Begin target list assignment" for my changes

 <?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
/*********************************************************************************
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 * SugarCRM, Inc. Copyright (C) 2004 - 2009 SugarCRM Inc.
 * 
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 * the terms of the GNU General Public License version 3 as published by the
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 * to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK
 * IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY
 * OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.
 * 
 * This program is distributed in the hope that it will be useful, but WITHOUT
 * ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
 * FOR A PARTICULAR PURPOSE.  See the GNU General Public License for more
 * details.
 * 
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 * this program; if not, see http://www.gnu.org/licenses or write to the Free
 * Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA
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 * 
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 * of this program must display Appropriate Legal Notices, as required under
 * Section 5 of the GNU General Public License version 3.
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 * these Appropriate Legal Notices must retain the display of the "Powered by
 * SugarCRM" logo. If the display of the logo is not reasonably feasible for
 * technical reasons, the Appropriate Legal Notices must display the words
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 ********************************************************************************/
require_once('include/formbase.php');
require_once('modules/Leads/LeadFormBase.php');
 
 
 
 
global $app_strings, $app_list_strings, $sugar_config, $timedate, $current_user;
 
$mod_strings = return_module_language($sugar_config['default_language'], 'Leads');
 
$app_list_strings['record_type_module'] = array('Contact'=>'Contacts', 'Account'=>'Accounts', 'Opportunity'=>'Opportunities', 'Case'=>'Cases', 'Note'=>'Notes', 'Call'=>'Calls', 'Email'=>'Emails', 'Meeting'=>'Meetings', 'Task'=>'Tasks', 'Lead'=>'Leads','Bug'=>'Bugs',
 
 
 
 
);
 
/**
 * To make your changes upgrade safe create a file called leadCapture_override.php and place the changes there
 */
$users = array(
    'PUT A RANDOM KEY FROM THE WEBSITE HERE' => array('name'=>'PUT THE USER_NAME HERE', 'pass'=>'PUT THE USER_HASH FOR THE RESPECTIVE USER HERE'),
);
 
if (isset($_POST['campaign_id']) && !empty($_POST['campaign_id'])) {
        //adding the client ip address
        $_POST['client_id_address'] = query_client_ip();
        $campaign_id=$_POST['campaign_id'];
        $campaign = new Campaign();
        $camp_query  = "select name,id from campaigns where id='$campaign_id'";
        $camp_query .= " and deleted=0";
        $camp_result=$campaign->db->query($camp_query);
        $camp_data=$campaign->db->fetchByAssoc($camp_result);
        
        if (isset($_REQUEST['assigned_user_id']) && !empty($_REQUEST['assigned_user_id'])) {
            $current_user = new User();
            $current_user->retrieve($_REQUEST['assigned_user_id']);
        } 
 
        if(isset($camp_data) && $camp_data != null ){
            $leadForm = new LeadFormBase();
            $lead = new Lead();
            $prefix = '';
            if(!empty($_POST['prefix'])){
                $prefix = $_POST['prefix'];
            }
 
            if(empty($lead->id)) {
                $lead->id = create_guid();
                $lead->new_with_id = true;
            }
            $lead = $leadForm->handleSave($prefix, false, true, false, $lead);
            
            if(!empty($lead)){
                
                //create campaign log
                $camplog = new CampaignLog();
                $camplog->campaign_id  = $_POST['campaign_id'];
                $camplog->related_id   = $lead->id;
                $camplog->related_type = $lead->module_dir;
                $camplog->activity_type = "lead";
                $camplog->target_type = $lead->module_dir;
                $campaign_log->activity_date=$timedate->to_display_date_time(gmdate($GLOBALS['timedate']->get_db_date_time_format()));
                $camplog->target_id    = $lead->id;
                $camplog->save();
 
                //link campaignlog and lead
 
                if(isset($_POST['webtolead_email1']) && $_POST['webtolead_email1'] != null){
                    $lead->email1 = $_POST['webtolead_email1'];
                }
                if(isset($_POST['webtolead_email2']) && $_POST['webtolead_email2'] != null){
                    $lead->email2 = $_POST['webtolead_email2'];
                }
                $lead->load_relationship('campaigns');
                $lead->campaigns->add($camplog->id);
                if(!empty($GLOBALS['check_notify'])) {
                    $lead->save($GLOBALS['check_notify']);
                }
                //SFGEORGE - Begin target list assignment
                if (isset($_POST['prospect_list_id']) && !empty($_POST['prospect_list_id']))
                {
                    //link prospect list and lead               
                    $lead->load_relationship('prospect_lists');
                    $lead->prospect_lists->add($_POST['prospect_list_id']);
                }
                //SFGEORGE - End target list assignment
 
                else {
                    $lead->save(FALSE);
                }
            }
 
            //in case there are forms out there still using email_opt_out
            if(isset($_POST['webtolead_email_opt_out']) || isset($_POST['email_opt_out'])){
                    
                if(isset ($lead->email1) && !empty($lead->email1)){
                    $sea = new SugarEmailAddress();
                    $sea->AddUpdateEmailAddress($lead->email1,0,1);
                }   
                if(isset ($lead->email2) && !empty($lead->email2)){
                    $sea = new SugarEmailAddress();
                    $sea->AddUpdateEmailAddress($lead->email2,0,1);
                    
                }
            }              
            if(isset($_POST['redirect_url']) && !empty($_POST['redirect_url'])){
                echo '<html><head><title>SugarCRM</title></head><body>';
                echo '<form name="redirect" action="' .$_POST['redirect_url']. '" method="POST">';
 
                foreach($_POST as $param => $value) {
                    if($param != 'redirect_url' ||$param != 'submit') {
                        echo '<input type="hidden" name="'.$param.'" value="'.$value.'">';
 
                    }
 
                }
                if(empty($lead)) {
                    echo '<input type="hidden" name="error" value="1">';
                }
                echo '</form><script language="javascript" type="text/javascript">document.redirect.submit();</script>';
                echo '</body></html>';
            }
            else{
                echo $mod_strings['LBL_THANKS_FOR_SUBMITTING_LEAD'];
            }
            sugar_cleanup();
            // die to keep code from running into redirect case below
            die();
        }
       else{
            echo $mod_strings['LBL_SERVER_IS_CURRENTLY_UNAVAILABLE'];
      }
}
 
echo $mod_strings['LBL_SERVER_IS_CURRENTLY_UNAVAILABLE'];
if (!empty($_POST['redirect'])) {
    echo '<html><head><title>SugarCRM</title></head><body>';
    echo '<form name="redirect" action="' .$_POST['redirect']. '" method="GET">';
    echo '</form><script language="javascript" type="text/javascript">document.redirect.submit();</script>';
    echo '</body></html>';
}
?>  

[cafevino]

Can anyone give me some guidance on this?

EDIT: I found this link so I'll give it a try. http://www.sugarcrm.com/forums/showthread.php?t=37899
Looks like an old thread though so I'm not too confident the source is the same in my version. We'll see.

[tomkerswill]

Did you have any luck with this? I'd really like to be able to do the same thing. Although lead are tied to the campaign, they are not in any target lists.

I'd like to be able to automatically send them a welcome email once they've entered their details. I'm also looking at using this for a "forward to a friend" feature, where a copy of the latest campaign newletter is automatically sent.

Tom