1. SOLVING BIZ PROBLEMS WITH SUGAR
Integrating your Website with SugarCRM

2. Tweet: #SCON12
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3. Reasons to Integrate Sugar & Website
Capture Leads
Surveys
Registration Forms
Anything captured from your
website important to your business
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4. Tools needed to Integrate Sugar & Website
Any version of SugarCRM
Workflows (provided in SugarCRM Pro and up)
Logic Hooks
Web services
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5. How the Integration Works
Web Visitor
Website Form
{ Lead Form
Registration Form
Survey, etc. Employees
Submitted via
Web Services
{
Workflows Notifications
Data sync with Sugar
SugarCRM
Integrations
Logic Hooks Other Business Logic
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6. Two Ways to Integrate
Web-to-Lead Forms (out-of-the-box)
Custom Integration (requires custom code)
github.com/chadhutchins/scon12
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7. Web-to-Lead Forms
Create Campaign
Create Web-to-Lead form
Add Form to Website
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8. Go to “Campaigns” module
Click “Create Lead Form”

17. Custom Integration
Build Custom Module
Design the Web Form
Create the Form Submission Script
Setup Workflows (SugarCRM Pro only)
Setup Logic Hooks
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35. Chad Hutchins
chad@sugaroutfitters.com
twitter.com/chadhutchins
github.com/chadhutchins/scon12
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