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>

How 2 Guru » Blog Archive » SugarCRM unable connect gmail

Recently working on the SugarCRM open source software. Due to some user requirement, I need to setup an inbound email (an email feature inside the SugarCRM) connect to gmail for downloading email using pop3.

After try few times, I found that the test setting is connecting successfully. But when the scheduler job try to establish the connection to gmail, it always fail. Finally, I found the problem is due to the invalid ssl cert and causing the connection failure. Below is the error that imap_open return to me

ERROR Certificate failure for pop.gmail.com: unable to get local issuer certificate: /C=US/O=Google Inc/CN=Google Internet Authority

I try to fix the problem by updating some of the inbound email setting to force the connection to use /novalidate-cert and it works. Below is the update statement.

UPDATE inbound_email 
SET service = "::::ssl::pop3::novalidate-cert::::::" 
WHERE id = '[INBOUND EMAIL ID]';

SugarCRM and Open Source blog – Larry Augustin .. turning SugarCRM

SugarCRM felt like a proprietary software company that leveraged the banner of Open Source for marketing purposes. There was little attempt to engage with the community and upgrades frequently broke community contributed offerings with no
code previews available to prepare developers for But if the engagement with the community and release of code continues, Larry Augustin is building the foundations of a SugarCRM that can truly be the most dynamic CRM in the market.

Some more evidence is beginning to emerge of the new hand on the tiller at SugarCRM.

Under the previous CEO, John Roberts, there was a scant regard for the community. SugarCRM felt like a proprietary software company that leveraged the banner of Open Source for marketing purposes. There was little attempt to engage with the community and upgrades frequently broke community contributed offerings with no code previews available to prepare developers for the impending changes. So, although he did a brilliant job of building the application rapidly, Roberts was digging a hole for SugarCRM as it continued to ignore its greatest asset, the community.

Now under Larry Augustin, we’re seeing some subtle changes.

Firstly, an acknowledgement from SugarCRM that quality has been a victim in the rush for functionality. Simply, there are too many bugs. None of them are deal breakers, but there are irritants aplenty. The Sugar response under John Roberts would have been haughty. Under Mr. Augustin it has been surprising and direct. SugarCRM has engaged with the community to ask for volunteers for a “Test Fest”.

The primary purpose of Test Fest is to “help make Sugar 5.5 the highest quality release ever!” A laudable and achievable aim.

Test Fest will involve “A collection of end-users, developers, and SugarCRM employees who work closely together to validate new features and bug fixes in Sugar components that are important to their business.” Or, put another way, it will involve the community. Fantastic.

We have signed up as volunteers and I would urge anyone whose businesses is predicated on SugarCRM whether as a SugarCRM service company or as a business that uses SugarCRM, that you sign up to this effort. You can volunteer here.

When Test Fest is taken in conjunction with the release of Advanced Projects to the community in Release 5.5.1 (see following post), evidence is beginning to emerge of a very different SugarCRM. It may be early days and we may be reading too much into this. But if the engagement with the community and release of code continues, Larry Augustin is building the foundations of a SugarCRM that can truly be the most dynamic CRM in the market. Bar none!!