SugarCRM Integration

To integrate your landing page with your SugarCRM account, follow these instructions:

Before starting the integration process, first build your landing page and create your landing page form.
Now you will need to integrate this form (located on your Pagewiz landing page) with your SugarCRM account so that leads captured on your landing page are automatically sent to your SugarCRM contact list.

The integration process has two parts: Generating an SugarCRM web form and integrating your landing page with SugarCRM.

Part 1: Generating a SugarCRM Web Form

1. Log in to your SugarCRM account.
2. Click ‘Campaigns’ ->’+Create Lead Form’.
   
   
   
   

3. Design your form to match the form you created on your Pagewiz landing page. Add or remove form fields until this form has the same fields as your landing page form has. Once you are done click on ‘Next’.
   
   

4. On the next page click on ‘Genrate Form’.
   
   

5. Choose ‘Save Web To Lead Form’.
   
   
   
   
6. This page shows the source code of the form. Copy the form’s code into a txt file (notepad) for easy access and go back to your Pagewiz account.
   
   
   
   

Part 2: Integrating the Landing Page with SugarCRM

1. Go to ‘Settings’ of your landing page.
2. Choose ‘Integrations’ from the left menu.
3. Click ‘Settings’ beside ‘Webhook: Get Leads Directly to Your CRM’.
4. You can see four tabs: Basic Settings, Default Fields, Form Fields, Custom Fields.
5. Under the ‘Basic Settings’ tab check the “Active” check-box to enable lead forwarding from Pagewiz to your CRM and enter the URL found inside the SugarCRM form code.
   
   
   
   It should look like this:
   
   
   
   
6. Uncheck all the fields on the 'Default Fields' tab.
7. On the ‘Form Fields’ tab, you have an automatically extracted list from your landing page’s form. Now you need to take the corresponding names on these fields as shown in the SugarCRM form code. 
   
   
   
   It should look like this:
   
   
   
   
8. On the ‘Custom Fields’ tab, insert the custom values from the SugarCRM webform code. Insert the values for all ‘type=”hidden” elements, as shown:
   
   
   
   The format is key=value&key=value where the ‘name’ on the code will be the key. There must be an ampersand (&) in between each custom value.
   
   It should look like this:
   
   
   
   
9. Save the settings and your integration with SugarCRM should be active.

Test the integration by submitting test data on your landing page. Note that sometimes it takes 5 to 10 minutes for the data to get imported into SugarCRM.