I am proud to announce the availability of a new module for Drupal integration with Salesforce.com CRM users. I posted on our group page a while ago regarding a potential module that would integrate Salesforce's Lead Form into the Webform module that we've all grown to love. Well... I was able to get in contact with a developer from Ohio, who was excellent to work with, that did just that for us.
What made it easier was the fact that a SugarCRM Webform Integration module was already out there for Drupal. He used that as a starting point and was able to make a module that will be used by Salesforce/Drupal Users for many years to come.
For those of you that aren't familiar with the SugarCRM module it utilizes the Webform Module and allows you to create forms that will then map to your SugarCRM account. The Salesforce.com module does the exact same thing. Under the advanced settings for each field is a "SalesForce Field Key" drop-down where you will select which field it needs to be mapped to.
The settings page under Site Config. is used to enter the username and password (with Salesforce Key) of the user that will be tied to the Leads that come from the form. It can also be used to add more data elements to the drop-down on the Advanced Settings page for each field.
So far the module is not "stable" on the project page, but I have it running on our new website and so far everything is working perfectly.
Link to project page: http://drupal.org/project/salesforcewebform
Anyone have comments or suggestions for this module?
| Attachment | Size |
|---|---|
| salesforcefieldkey.jpg | 22.23 KB |
| settings.jpg | 28.1 KB |
Comments
The first stable release
The first stable release (5.x-1.x) is available for download.
Bryan O'Shea
Obsidian Design
Dublin, Ohio
Bryan O'Shea
Obsidian Design
Dublin, Ohio
Drupal and Salesforce integration
Hi,
Very interested in associate drupal to Slaesforce I have a special need that could interest the community. I saw the module associated to Webform but in my idea I'd like to go with another idea. Today I'm replacing a Dot Net Nuke web site by Drupal. We had a lead generation by form. I'd like for now to give opportunity to visitors of our web site to register and download what they want without passing by a form request. But in this idea Drupal should be able to send informations to drupal every time visitors download a document. Do you think its something possible or is it a dream :)
Don't know if its the right place to post that so sorry if not.
Many Thanks
François
Clarify
Hi François,
I think I know what you mean... you want to track information from registered users without requiring them to fill out a form every time.
In theory, you could probably accomplish this by using a webform that has hidden fields, which are propagated with profile data. Is that what you mean?
Clarification
Hi Surge,
You understood exactly what I intented to explain in my poor english.
So to explain more :
I intalled content profile to have more information about visitors that want to subscribe them to the website with few informations like :
- First Name
- Last Name
- Company
- Phone
- Email
- Country
I'd like to see this information generated automatically in Salesforce Lead when they download a document without filling a form.
I first insalled Webform and Salesforce module but as I'm a newbie with Drupal I was just supposing it could make what I want with a new module but I didn't thought that we can use webform with hidden fields. I don't want to abuse of your precious time but could you explain what you think it could work in theory :) ?
and how integrate the content profile content fields to webform ?
In theory...
Webform allows you to set hidden fields, so in theory you should be able to just set the default to the correct value within the $user object, but it will probably take a little tinkering to find the right code, particularly since you're using content profile. Using this concept, the user would only see a button that says something like "Download PDF".
Then in the confirmation message you can provide the link to the PDF, and if you want to make it even more seamless, you could throw a little PHP to set a download header and then start the process. At that point the text would read something like "Your download should begin automatically in a few seconds, but if it doesn't please use the link below to download it manually".
In terms of getting the exact data from content profile, I'd suggest examining the $user object. It may be that you need to manually call user_load to get the content profile loaded. The devel module is handy for helping to examine data within Drupal, but I have to confess I often just fall back to using PHP-standard var_dump and the like.
Does that help?
Yes its helping me :).
Hi,
I've to tell you that for the moment I use :
- Content Profile that permit to extend the user registration
- Of course a content type for white paper
- Worfflow module that permit to display or hide fields (like pdf links) according if visitors are registered or not. If they are not they just can read the teaser and just something that tell us they must be registered to download the doc.
So for this part it works well but if I consider what you suggested I'd have to link the pdf link to an hidden webform that take in consideration the content profile's fields... Is that it ?
Thanks
François
Webform not strictly necessary
I only suggested Webform because you had specified that earlier. Now, it sounds as though what you really want to do is trigger some kind of email or other data exchange. If you have a workflow set up, have you considered using Actions?
no necessary but...
I implemented Webform to use the salesforce plugin...
In fact my dream on this point should to send directly the cck content_profile fields to create leads on SalesForce when visitors click on a document to download it... The Webform use is for my part the only way to communicate with Slaesforce..
François