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WordPress to SugarCRM Lead

WordPress to SugarCRM Lead Plug-in submit your custom form data to your SugarCRM Lead module. This plugin will provide a Widget Form anywhere you want

This plugin will provide a Widget Form anywhere you want for easy,fast & hassle-free SugarCRM Leads.

No license fees, 100% FREE, No Ads, No BloatWares

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WordPress to SugarCRM Lead plugin is simple yet advance, easy & one time setup solution for your business needs. Plugin will dynamically generate a Lead-form on a Widget based on your choices using fields which are mapped to your SugarCRM Lead module. You can change the Order & Label of the field any time you want. Now convert your website traffic/visitors into business Leads. It was never that easy before.

Features

  • 2 minute setup
  • No HTML
  • User Friendly Form builder
  • Dynamically generated
  • Easy to manage
  • Pass any field as hidden field with any value you want. You can also change that value anytime you want
  • Mark any field mandatory
  • Change success/failure and all error messages at your convenience
  • Capture user/visitor's Remote Address
  • Option to attach unlimited files with every lead
  • Get Email notifications for each lead generation
  • Option to redirect page on lead submission
  • Connect to your SugarCRM or SuiteCRM even if it's protected with .htaccess
  • Now you can apply custom CSS on your lead forms.

PRO Features

  • User-friendly Drag & Drop form builder.
  • Option to use Custom CAPTCHA method or google reCAPTCHA on your Lead-Forms.
  • Create multiple forms and use Shortcode generated anywhere on your WordPress site.
  • Unlimited Forms with different set of fields.
  • Additional email notification option for each form.
  • Generate Short-Code to set form anywhere in your WordPress website.
  • Email compose feature to send auto reply to visitors for individual forms. You can use Lead-Form fields in WYSIWYG editor to compose email template.
  • Get premium support.

ScreenShots

Live demo of our 'WordPress to SugarCRM Form Builder PRO' plugin.

Watch video walk through of our 'Wordpress to SugarCRM form builder PRO' below.

Click here to submit your inquiry to get PRO plugin and more detail about it.

Setup

  1. Download & Enable plugin
  2. Test connection with your SugarCRM & save your SugarCRM credentials
  3. Synchronize Lead Fields
  4. Now all your Lead fields will be mapped in 'Lead module' table. Choose which fields you want to display on widget
  5. Go to widget page Drag & Drop SugarCRM Lead Form Widget to wherever you want (P.S Only one widget per page)

That's it ! As simple as that !

For SugarCRM Settings

SugarCRM URL : Set your REST API SugarCRM URL. For customized SugarCRM, REST API URL would be “http OR https://<Your Domain Name>/service/v4_1/rest.php”. Service URL may be depend on your SugarCRM version.

Click here to check your SugarCRM version and get REST API.

Important !

  • You will require SugarCRM administrator level credentials to Plug-in it
  • You can use Widget one time only on each page, if will be display 2 time at single page – it will not work
  • You must save your SugarCRM URL, Username & Password without which plugin won't work
  • To use 'Pass user Remote Address with every lead' function you must create custom field in your SugarCRM lead module named 'lead_remote_ip'
  • Now make any field hidden & provide it's value in Widget arguments in Widgets page. You can optimize this feature for something like from which part of your website lead is generated

Did you find this Plugin useful?

Our goal is to expand this plugin as much as possible. If you like this plugin please do share it with your friends. Click here to leave your thoughts & ideas. It will be very helpfull to us.

Author Offshore Evolution Pvt Ltd
Profile
Contributors dipesh_patel
Tags collect info and send to Sugar CRM, contact form Sugarcrm, contact us sugarCRM, sugar crm, sugarcrm, SugarCRM customer portal, SugarCRM customization, SugarCRM WordPress integration, web-to-lead Sugar CRM, web-to-lead SugarCRM
  1. wp-widget-sugarcrm-lead-module screenshot 1

    Plugin API settings.

  2. wp-widget-sugarcrm-lead-module screenshot 2

    Plugin general settings.

  3. wp-widget-sugarcrm-lead-module screenshot 3

    List of Lead module fields.

  4. wp-widget-sugarcrm-lead-module screenshot 4

    Widget page with a hidden field.

  5. wp-widget-sugarcrm-lead-module screenshot 5

    Form with calendar on webpage.

  6. wp-widget-sugarcrm-lead-module screenshot 6

    Form on webpage generated dynamically.

  7. wp-widget-sugarcrm-lead-module screenshot 7

    Message and Custom CSS settings

  1. Download & Enable plugin.
  2. Test connection with your SugarCRM & save your SugarCRM credentials.
  3. Synchronize Lead Fields.
  4. Now all your Lead fields will be mapped in 'Lead module' table. Choose which fields you want to display on widget.
  5. Go to widget page Drag & Drop SugarCRM Lead Form Widget to wherever you want.(P.S Only one widget per page)

Version 4.0
Release Date : 23rd April 2015

  1. Option to enable/disable CAPTCHA.
  2. New image CAPTCHA.
  3. Updated UI.

Version 3.7
Release Date : 30th March 2015

  1. Now you can apply Custom CSS to your Lead-Forms easily.

Version 3.6
Release Date : 20th February 2015

  1. Now you can set Invalid captcha & Required fields error messages.

Version 3.5
Release Date : 3rd February 2015

  1. Bug Fixes - 'Account name' field synchronize issue fixed.

Version 3.4
Release Date : 26th January 2015

  1. Bug fixes - Form will not reset on submit error.

Version 3.2
Release Date : 20th January 2015

  1. Bug fixes.

Version 3.1
Release Date : 16th January 2015

  1. Provided an option to redirect page on successful lead submission.
  2. Connect to your SugarCRM or SuiteCRM even if it's protected with .htaccess. Setting available in settings panel.

Version 3.0
Release Date : 5th January 2015

  1. Option to attach unlimited files with every lead.
  2. Get Email notifications for each lead generation.
  3. Design changes.

Version 2.1.6
Release Date : 17th December 2014

  1. Changed the method of saving SugarCRM settings to prevent conflicts.

Version 2.0
Release Date : 9th December 2014

  1. Now you can capture user's Remote Address with every lead.
  2. Option to pass any field as hidden field. You can set value for that hidden field in Widget arguments. With this feature you can get information about from which part of your website lead is generated.

Version 1.5
Release Date : 27th November 2014

  1. Now you can change the Label for any field.
  2. Option to mark any field mandatory.
  3. Provided calander plugin for date & datetime fields.

Which username/password do i need to set?

You need to set username/password of your SugarCRM user. Once you have successfully tested your credentials, Click on SAVE button to save your User/Password into WordPress database.

Leads not generating on SugarCRM side ?

You haven't saved your SugarCRM credentials properly. Go to your SugarCRM menu check your login details once again by 'Test connection' and then click 'Save changes'. It should work now provided if details are correct.

I want to synchronize additional fields of differente module other then Lead module.

No you cannot synchronize fields of any other modules related with Lead. Only Lead module fileds will be synchronized.

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Version 4.2

Requires WordPress version: 3.4 or higher

Compatible up to: 4.7.2

Last Updated 08 Feb 2017

Date Added: 22 Nov 2014

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16 ratings
3,813 downloads

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