One of the most required features in every CRM deployment is to create leads in the CRM from website form inquiries. In this post, we are going to review two easy alternatives to integrate your website with your vTiger CRM install.
vTiger – WordPress Websites
If you are not running a website using word press feel free to skip to next section.
At VGS Global, we love everything about word press. It’s one of the most used content management systems (CMS) out there. It is easy to customize, a huge community, thousands of themes and plugins. WordPress is now much more than a blogging platform.
If you are running a word press power site, then integrating your current vtiger install with word press shouldn’t be hard with the help of a great plugin called Fast Secure Contact Form.
First go to your plugin section in your word press and install the free version of Fast Secure Contact Form. This plugin has a lot of possible customization alternatives, but the one we are looking for is the section called “Silent Remote Sending” that should look similar to the following image:
The first two options are:
Silent Remote Sending: POST
Silent Remote URL: You need to type your vtiger CRM URL with the following format http://example.com/crm/modules/Webforms/post.php
Just below these two options, you will find three boxes. The first one should be used to ignore some of the fields in the form. I don’t know about you, but if the field is in the form and your website visitor bothers to fill it, then probably it’s a good idea to store that information in your CRM.
The second box, this is the key to making this work, allows us to remap or rename the existing field names. Here we need to map each existing field in the form to the equivalent field in you vtiger install. The key is that vtiger expects the field name exactly as they are called inside vtiger. Anything different will be ignored.
That is why the second box is very important. It allows us to make the form and vtiger talk the same language.
The third box allows us to send silently the info from the form to vtiger. That would be the equivalent to hidden values in the form.
Please keep in mind that if there is a mandatory field in vtiger CRM, it has to be on your website also. Otherwise, the lead won’t be created in vtiger.
Integrating existing forms with vtiger Webforms (Ex. – using existing HTML form)
vTiger has a functionality called web forms that allows you to generate the HTML code of the form and paste it in your website.
To create a new web form you need to go to settings, web forms, and then follow the instructions from vtiger wiki. Once you got the HTML code, ask your Designer or web developer to include it in your website.
The downside, since you are replacing the action of the form, you need to use vtiger workflows to create an autoresponder email to thank your lead.
We have reviewed two easy ways to integrate your existing website with your current vtiger CRM installation.
There are few others ways, like using cURL, REST, etc., that would allow you to connect into your vtiger and accomplish fancy things like: Check whether if this person is already in your database before creating the lead, create an account, a contact or any other vtiger CRM entity.
Do you need vtiger professional services? Feel free to contact us at our main website. I will be happy to help you.