Integration with SalesLogix
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Is there a way to integrate your plugin with SalesLogix (Infor CRM)?
I found this online but I’m not sure if there is perhaps an easier way
****Example*****
Fast Secure Contact Form
Install Fast Secure Contact Form through Dashboard> Add new, and search for it, then activate the plugin
Go to Appearance > FS Contact form
Fill all required fields
i. Choose how many forms needed (this can be changed when u want)
ii. Form (Form #), type the welcome introduction needed inside the <p>tag (i.e. <p> this is a test contact form for sage sales logix!</p>)
iii. Leave the e-mail, autoresponder, akismet, captcha forms as is
iv. In the Form: (form#), work on the standard fields:
Check the enable auto form fill
Name field: required, name field format: First Name, Last Name
E-mail field: required, leave the subject and message ‘Not Available’
Extra fields (if needed)
Phone , and leave other boxes blank
Uncheck the ‘Enable plugin Credit link: Powered by FS Contact Form’ on the bottom of the box
v. Leave the redirect form
vi. Silent Remote Sending:
NON DEMO ACCOUNT
Enabled: Method GET
Silent Remote URL: this would be a link provided to u by sage (insert leads )
Silent send fields to ignore:
i. full_message
ii. date_time
iii. subject
Silent send fields to rename: (these are the fields which are on the form and are entered by user)
i. first_name=VcFirstName
ii. last_name=VclastName
iii. from_email=VcEmail1
iv. ex_field1=VcWorkPhoneN.B. insert to each of the blanks and HIT update options to make sure all the turned to blanks.
Silent send key value pairs to add: (these are based on your input values into sage and its db – These are the input values which cannot remain blank, are not filled by user, but must be sent to sage sales logix to accept an entry. therefore these are SILENTLY added to all forms u create-. this might be 5.10 15.20.. depends on ur set up and all possible values that will go into sage sales logix)
i. VcMiddle=
ii. VcAddress1=
iii. VcAddress2=
iv. VcCity=
v. VcState=
vi. VcPostalCode=
vii. VcCountry=
vii. VcIDnumber=Click update options (any of them)
Copy the code of the form on the top of all the fields entered in FS Contact form, looks like: [si-contact-form form=’1’] (1 for form #1, 2 for form #2)sage sales logix does not accept blank values,so u must add something for it to accept it.
also certain input values must adhere to sage sales logix conditions of acceptance. example VcIdnumber might always have to be 1 or 0 or only numbers etc. or date cannot be blank and has to be 1/1/1900 etc
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