Web to SugarCRM Lead

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

Web to SugarCRM Lead plugin is simple yet advanced, 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

• Quick Setup: Get started in just 2 minutes.
• No HTML Knowledge Required: Build forms effortlessly without any HTML expertise.
• Intuitive Interface: Create forms easily with a user-friendly interface.
• Dynamic Generation: Forms adapt dynamically based on your Lead module fields.
• Simple Management: Easily oversee and maintain your forms.
• Customizable Hidden Fields: Include hidden fields with any desired value, and modify them as needed for each lead form.
• Mandatory Field Marking: Designate any field as mandatory for form completion.
• Flexible Message Editing: Customize success, failure, and error messages according to your preferences.
• User/Visitor Remote Address Recording: Record user/visitor remote addresses for valuable data insights.
• File Attachment Support: Attach unlimited files to each lead for comprehensive information sharing via email after form submission.
• Email Notifications: Receive email notifications for every lead generated.
• Submission Page Redirection: Redirect users to specific pages upon form submission.
• Custom CSS Styling: Personalize lead forms with custom CSS styles.

External Services

1. Google reCAPTCHA:
   • Purpose: Used for spam protection on the forms.
   • Service URL: https://www.google.com/recaptcha
   • Privacy Policy: https://policies.google.com/privacy
   • Terms of Service: https://policies.google.com/terms
   • Data Transmission: When visitors submit the form, their data may be verified via Google’s reCAPTCHA to prevent spam submissions. No other personal data is shared with Google.

Source Code

The source code for the minified JavaScript files is available in the ‘js/src/’ directory of the plugin.

Important!

1. Ensure that the configured user has sufficient rights to fetch and save data into SugarCRM using the REST API.
2. The widget can be utilized only once per page. If it appears more than once on a single page, it will not function properly.
3. Essential: Save your SugarCRM URL, username, and password. Without this information, the plugin will not operate.
4. For the ‘Pass User Remote Address with Every Lead’ function to work, you need to create a custom field in your SugarCRM lead module called ‘lead_remote_ip’.
5. Proceed to make the field hidden and input its value in the Widget arguments on the Widgets page. This feature can be optimized to determine the source from which the lead is generated on your website.