Third to last in my series on CMS and CRM integration (next up, Joomla and Salesforce, followed by Drupal and Salesforce) is using web forms.
I wanted to talk about this because it is arguably the most common form of "integration" between CRM and CMS that's out there (besides the manual kind). You've got a CMS, and you've got a CRM somewhere else, and you need some way for data from users to make it to your CRM. Of course, it's not really integration - there is no sharing of data between the CMS and the CRM in any useful way. But webforms can really help you get things done. Here are some examples of things I've done and seen done:
- A custom donation page that's sitting on a service like Network for Good that is linked from the website, or framed within it
- The HTML for a "Web to Lead" form from Salesforce.com pasted into a CMS page
- The HTML for a event registration form or donation form that goes to a hosted service
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I'm enjoying following your
Submitted by Ken Wasetis (not verified) on
I'm enjoying following your CMS-to-CRM integration posts. I'll be presenting Plone-to-SugarCRM integration for my company, ContextualCorp.com, both at the CMS Expo next week, and at the <a href="http://plone.org/events/regional/plone-symposium-east-2009/plone-symposi..." Plone Symposium East at Penn State at the end of May.
We'll be having a development sprint immediately after the symposium at Penn State, with a target of June 1 as the open source release date.
In case anyone following your posts is interested in using open source tools for both CMS and CRM (which both Plone and SugarCRM are, as opposed to Salesforce.)
This integration approach allows for querying information from all SugarCRM modules (Leads, Contacts, Accounts, Cases, Opportunities, KnowledgeBase, etc.) by the Plone website, and filtering that information down to just what the currently logged-in user should see. This isn't just the 'web-to-lead' form type 'light integration' approach. We're referring to this new connector for Plone as the 'SweetCRM' connector for SugarCRM.
If you'd like to find out more and can't attend either talk, one or both should be online after the conferences, or we can discuss the details in-person. I just wanted to get the word out that there is an all-open-source option to CMS-to-CRM integration.
Thanks for what you do! Keep it up!
Cheers,
Ken Wasetis
President
Contextual Corp.
Sorry - the link to the Plone
Submitted by Ken Wasetis (not verified) on
Sorry - the link to the Plone Symposium East conference schedule should have been:
http://plone.org/events/regional/plone-symposium-east-2009/plone-symposium-east-schedule
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