Joomla and SugarCRM Integration using RichContactPro
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RichContact Pro is a tool that allows for easy integration between Joomla and SugarCRM. It allows users to synchronize fields between SugarCRM and RichContact Pro with a single click. Users can then associate RichContact Pro fields with SugarCRM fields and create contact forms that select which fields to display. Workflows can also be created to define tasks and conditions that are executed when a contact form is submitted, such as updating or creating records in SugarCRM.
Joomla and SugarCRM Integration using RichContactPro
- 1. Joomla and SugarCRM Integration using RichContact Pro How to http://richcontactpro.sourcecreativity.com
- 2. RichContact.pro is a powerful Webform to SugarCRM tool It is extremely easy to use. Data
- 3. RichContactPro Fields Set Fields Creation The first step is the creation of fields form
- 4. SugarCRM Fields Synchronization The synchronizaion is the importation of fields from SugarCRM Modules to RichContactPro using the SugarCRM SOAP API Just click on one button and synchronization will be done !
- 5. SugarCRM Fields imported SugarCRM Fields Synchronization Default and custom fields SugarCRM Fields Importation
- 6. RichContactPro fields association (matching) with SugarCRM fields The fields association is matching between RichContactPro fields and SugarCRM fields When a workflow is executed theses associations are taken in consideration Associate RichContactPro fields with SugarCRM fields is very easy using RichContactPro
- 7. RichContactPro fields SugarCRM fields RichContactPro fields association (matching) with SugarCRM fields
- 8. RichContactPro Contact form Creation and fields selection Create a new contact form or choose an existing one Select which fields to be in the contact form with a simple drag and drop manipulation
- 9. Contact Form RichContactPro fields list RichContactPro Contact form Creation and fields selection
- 10. RichContactPro Workflow Creation The Workflow is a list of tasks and conditions executed when a contact form is submitted You can define a lot of tasks for many SugarCRM modules and you can also define conditions for the execution of these tasks Create a Workflow and associate it with the contact form you want to use
- 11. Use RichContactPro fields Use SugarCRM fields Send emails Send alerts Save in Database RichContactPro Workflow execution Create, update, convert or delete records in SugarCRM Contact form fields SugarCRM Fields