Gravity Forms – SugarCRM Integration

Installation

WordPress Dashboard
  • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’.
  • Click on ‘Upload Plugin’.
  • Upload plugin zip.
  • Activate plugin.
WordPress Multisite Network Dashboard
  • Go to ‘Network Admin’ -> ‘Plugins’ -> ‘Add New’.
  • Click on ‘Upload Plugin’.
  • Upload plugin zip.
  • Only install plugin zip in ‘Network Admin’ and do not activate it.
  • Activate plugin site wise (‘Site’ -> ‘Admin’ -> ‘Plugins’).

Configuration

  • Go to ‘Admin’ -> ‘GF – SugarCRM’ -> ‘Configuration’.
  • API Version: Version 11
    • Create App in SugarCRM to get Consumer Key and Consumer Secret.
      • Login to SugarCRM if not logged in SugarCRM.
      • Go to ‘Admin’ -> ‘OAuth Keys’
      • Default Consumer Key is ‘sugar’ and Consumer Secret is ” empty. It is recommended to create your own.
      • Click on ‘Create OAuth Key’ in menu.
      • Consumer Key Name: Add App name. Like Form Integration.
      • Consumer Key: Add Consumer Key. Like ck_ZWVITkIx
      • Consumer Secret: Add Consumer Secret. Like cs_E9mUT09
      • OAuth Version: Select OAuth 2.0.
      • Client Type: Select Sugar User.
      • Click on ‘Save’ button.
    • URL: Add your SugarCRM instance URL. Like https://example.com/
    • Consumer Key: Add your SugarCRM App Consumer Key.
    • Consumer Secret: Add your SugarCRM App Consumer Secret.
    • Username: Add your SugarCRM admin account username.
    • Password: Add your SugarCRM admin account password.
    • Click on ‘Save Changes’ button.
  • API Version: Version 4.1
    • URL: Add your SugarCRM instance URL. Like https://example.com/
    • Username: Add your SugarCRM admin account username.
    • Password: Add your SugarCRM admin account password.
    • Click on ‘Save Changes’ button.

Integration

  • Go to ‘Admin’ -> ‘GF – SugarCRM’ -> ‘Integration’.
  • You can see list of Gravity Forms forms.
  • Click on edit form icon which you want to integrate form.
  • Select a SugarCRM module you want to integrate with current form.
  • Click on ‘Filter’ button to filter module fields.
  • Check ‘SugarCRM Integration?’ checkbox if you want to integrate SugarCRM.
  • Select ‘Create Module Record’ or ‘Create/Update Module Record’ action event.
    • Create Module Record: On form submitted, it will add record.
    • Create/Update Module Record: If form submitted email address match with existing record, it will update record. If form submitted email address not match with existing record, it will add record.
  • Map Gravity Forms form fields to SugarCRM module fields.

    Below module wise fields are required in the SugarCRM and it must be mapped with Gravity Forms form fields.

    • Case: Subject
    • Contact: Last Name
    • Lead: Last Name

    For ‘Relationship’ type field (Assigned To), create hidden field in the form and map it with ‘Relationship’ type field.

    • For Lead Owner, create hidden field in the form with value Lead Owner ID.
    • For Contact Owner, create hidden field in the form with value Contact Owner ID.
  • Click on ‘Save Changes’ button.

API Error Logs

  • Go to ‘Admin’ -> ‘GF – SugarCRM’ -> ‘API Error Logs’.
  • You can see SugarCRM API error logs.

Settings

  • Go to ‘Admin’ -> ‘GF – SugarCRM’ -> ‘Settings’.
  • API Error Notification: Add ‘Subject’ and ‘Send To’. Will be sent SugarCRM API error to the specified email.
  • Delete data on uninstall?: Check ‘Delete data on uninstall?’ checkbox if you want to delete this plugin data on uninstall.