Phone Call To SugarCRM Lead Integration

For CRM users who have the need for phone call conversion tracking, Mongoose Metrics enables SugarCRM users to instruct tracking phone calls to automatically generate a new lead.  As a part of the phone call generated lead, all call detail metrics can be saved to the lead record in Sugar.  For AccuTrack SPC campaigns, in addition to call details, online session metrics such as keyword and visitor IP can be saved to the SugarCRM lead as well.  This solution enables SugarCRM users to futher expand their tracking capabilities by recording all inbound phone calls from a marketing campaign.

Here’s the key phone call data which can be inserted into SugarCRM:

  • caller ID
  • tracking number dialed
  • date/time
  • call duration
  • for successful 411 look-ups, incoming caller’s:
    • billing name
    • billing address

For AccuTrack SPC Campaigns, the following visitor session data is available:

  • organic or PPC keyword
  • visitor IP
  • PPC ad ID
  • PPC campaign ID
  • URL view at the time of the call
  • custom tracking variables

Integration Strategy

The phone to SugarCRM integration works by building off of Sugar’s built in Web Lead Form Tool.   Using this tool, a Mongoose Metrics phone call can be recorded into SugarCRM as a lead through this simple method:

  1. Create a modified web to lead web form which is hosted on your server.
  2. After phone call completes, Mongoose Metrics posts back to your web form the phone call data.
  3. JS code on your form’s webpage will read the phone call data contained in the post-back URL and auto-complete the form fields.
  4. The form will auto-submit into your SugarCRM application as a web to lead form submission.

Sample Code and Integration Instructions

Below is an example code block of a web form which successfully creates a SugarCRM lead from a phone call.  This form will be placed on a web page which is then visited by the Mongoose Metrics phone server after the call completes.  Full code and detailed instructions can be found in this Phone Call To SugarCRM Integration Resource Document (PDF).

Example Code:

<script type=”text/javascript”>
// function to read URL parameters
function gup( name )
{
name = name.replace(/[\[]/,”\\\[”).replace(/[\]]/,”\\\]”);
var regexS = “[\\?&]”+name+”=([^&#]*)”;
var regex = new RegExp( regexS );
var results = regex.exec( window.location.href );
if( results == null )
return “”;
else
return results[1];
}
</script>
<script type=”text/javascript”>
// define your js variables here from URL parameters
var lastname_param = gup(’lastname’);
var phonework_param = gup(’phonework’);
</script>
<form action=”YOUR_URL” name=”WebToLeadForm” method=”POST” id=”WebToLeadForm”>
<input id=”last_name” name=”last_name” type=”text” value=””>
<input id=”phone_work” name=”phone_work” type=”text” value=””>
<input id=”campaign_id” name=”campaign_id” value=”YOUR_CAMPAIGN_ID” type=”hidden”>
<input id=”assigned_user_id” name=”assigned_user_id” value=”YOUR_USER_ID” type=”hidden”>
<input id=”team_id” name=”team_id” value=”1″ type=”hidden”>
</form>
<script type=”text/javascript”>
// writes your defined js variables to input field value
document.getElementById(’last_name’).value=lastname_param;
document.getElementById(’phone_work’).value=phonework_param;
</script>
<script language=”javascript” type=”text/javascript”>
// auto submits form on load
document.WebToLeadForm.submit();
</script>