CRM API

We encourage users to post events happening in the community to the community events group on https://www.drupal.org.
This group should probably have more organizers. See documentation on this recommendation.

One upshot of the CiviCRM BoF at DrupalCon DC '09 was the discovery of some common interest in developing basic, lightweight CRM functionality from existing Drupal modules and new modules adhering to Drupal architectural patterns. The intention would not necessarily be to duplicate existing third-party software like CiviCRM and Salesforce, but to create a simpler option, more closely integrated into Drupal CMS, for smaller-scale CRM applications that don't require the complexity of a dedicated CRM platform.

Creating standard Drupal-native CRM components also opens the door to integrating external CRM applications (CiviCRM, Salesforce, Sugar) with Drupal in a uniform way, which was the original mission of the CRM API group. These two efforts -- native pure-Drupal CRM, and standardized CRM-Drupal integration -- are now combined into a single working group to perfect the Drupal Way of CRM.

(NOTE, original group mission was: This group is dedicated to discussion about the upcoming CRM API and how it can be used by developers to integrate with external systems. More information as events warrant...)

lobo's picture

San Francisco CiviCRM Meetup - June 12th, 2012

Start: 
2012-06-12 17:30 - 19:30 America/Los_Angeles
Organizers: 
Event type: 
User group meeting

Join us on June 12 to learn how CiviCRM can help your organization fundraise. We'll be discussing best practices for raising money and maintaining donor relations with CiviCRM. Whether you're starting a new organization or consider yourself an experienced fundraiser, we'd love get your input. Stick around for a brainstorm about how CiviCRM can be improved to make fundraising easier for you.

Meetup Agenda
* Meet and Greet (5:30 - 6:00pm)

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yautja_cetanu's picture

CRM / Party Update Meeting

Start: 
2012-04-20 15:00 - 15:30 UTC
Event type: 
Online meeting (eg. IRC meeting)

Another Quick update on the CRM/ Party stuff. At the moment its mainly party people who go to these meetings and so we'll just be doing a small status update and talk about whats happening next as development looks to be going all out next month.

Anyone however is welcome to join us from any of the other iniatives if you want to give an update about where you are at or find out what we are up to.

20th of April, 3-3:30pm UK time

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captaindav's picture

Salsa Donation Interface

Does anyone have any experience in interfacing Drupal to the Salsa CRM? One of the things I need to do is to take donations through a form in Drupal (some of the form data must be immediately saved in Drupal so I can't Iframe the Salsa donation form). Any idea how this is done? Perhaps Salsa has a web service or other http protocol available?

Thanks,

captaindav

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yautja_cetanu's picture

Adhoc Party Meeting

Sorry that the regular meetings have died out a little, things have gotten busy :D We had a small ad hoc meeting about labellling entities.
In less detail I think when we have sorted out labelling we'll be able to release a basic CRM system. After that I think I'll try and push more maybe slightly less regular monthly meetings again.

Here is my write up:


Random Adhoc CRM meeting

David Connerth - wanting to get more involved
Clare Lindey - wants to try and understand CRM stuff
Joachim- hanging out
Rob Mumford
Andrew Belcher
Jamie Abrahams

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lobo's picture

CiviCRM Meetup in San Francisco - Get the scoop on v4.1 and v4.2

Start: 
2012-02-08 17:30 - 20:00 America/Los_Angeles
Organizers: 
Event type: 
User group meeting

Meetup Agenda

  • Meet and Greet (5:30 - 6:00pm)
  • Introducing CiviCRM 4.1 - tour of new and improved features
  • "Birds of a Feather" Groups (fundraising, events, case management ... based on interests)

When: February 8th, 2012 5:30 PM through 7:30 PM
Where: Electronic Frontier Foundation offices are located 4 blocks from the Mission and 16th St BART station.
Address:

Electronic Frontier Foundation
454 Shotwell St.
San Francisco, CA 94110
United States

Register here: http://civicrm.org/civicrm/event/info?reset=1&id=186

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nedjo's picture

What CRM approach to use for Open Outreach? CiviCRM? native Drupal CRM?

Membership management and other CRM functionality is a common need for the nonprofits and activist organizations that the Open Outreach Drupal distribution aims to serve. With basic organizational website needs now covered in Open Outreach, turning to CRM is a key next step.

But how? CiviCRM integration? Or native Drupal CRM functionality?

We'd love to hear from both CiviCRM users and integrators and those working on native Drupal CRM solutions.

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yautja_cetanu's picture

CRM Meeting Again

Start: 
2012-02-03 15:00 - 15:30 UTC
Event type: 
User group meeting

Another meeting on the 3rd of Feb at 15:00 UTC taking place post Drupal Camp UK

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yautja_cetanu's picture

CRM Meeting

Start: 
2011-01-20 15:00 - 15:30 UTC
Event type: 
User group meeting

Our Bi-monthly CRM meeting again at 3pm UTC on 20th of January for 30 minutes.

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yautja_cetanu's picture

CRM Meetup Start of 2012

Start: 
2012-01-06 15:00 - 15:30 UTC
Event type: 
User group meeting

First meetup of the year! Just a quick catch up to see how everyone is doing.

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lobo's picture

CiviCon 2012 in San Francisco - April 2nd 2012

Start: 
2012-04-02 08:30 - 17:30 America/Los_Angeles
Organizers: 
Event type: 
User group meeting

The CiviCRM team invites you to CiviCon 2012

CiviCon – the annual conference for CiviCRM developers, implementers, administrators and users – is happening in the San Francisco Bay Area on April 2nd. Early bird registration is just $75 and ends less than a month away on January 30th, so reserve your spot now.


CiviCon is the annual CiviCRM event bringing together the people who develop, design, implement, administer, and use CiviCRM. We'll have great speakers, breakout sessions and panels highlighting real-world examples of nonprofits growing and sustaining relationships using CiviCRM. Find out about the future of the platform through discussions with the core team. You'll have ample opportunity to ask questions, meet other users and developers, make valuable connections, and get involved in the community.



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yautja_cetanu's picture

CRM Meeting 16th December

Start: 
2011-12-16 15:00 - 15:30 UTC
Organizers: 
Event type: 
User group meeting

Another meeting,

Possibly seeing what happens as party gets a client and seeing if other iniatives join in again :)

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rlmumford's picture

CRM Meeting 2nd December

Start: 
2011-12-02 15:00 - 15:30 UTC
Organizers: 
Event type: 
Online meeting (eg. IRC meeting)

It's that time of the fortnight again. Time for our catch up about CRM things. Join us in the #drupal-crm channel at 1500 (UTC) and then on skype for the meeting.

Hopefully see you there!

Rob

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that0n3guy's picture

Lead to Organization or Contact or Both Example

In the skype party discussion today we talked about an example in which a "contact" would get turned into an "organization".

One example would be in a sales process. In this type of example, a "lead" will be person or organization in the system without much information. In B2B often times all you have is the organization info. As the "lead" is contacted, info and activities get added (calls, meetings, etc...).

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yautja_cetanu's picture

State of CRM Meeting 6

Start: 
2011-11-18 15:00 - 15:30 UTC
Organizers: 
Event type: 
Online meeting (eg. IRC meeting)

They fly by so quickly! Our last meeting had our biggest turnout ever. It is summarised here: http://groups.drupal.org/node/188144#comment-621554

Our next is the the 18th of November again at 15:00 (UTC with the daylight savings stuff! ;-))

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rlmumford's picture

State of CRM Skype Meeting

Start: 
2011-11-04 15:00 - 15:30 UTC
Organizers: 
Event type: 
User group meeting

Our biweekly catch up for all things CRM. On skype - add me (rob.mumford) and we'll make sure you're involved.

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civicpixel's picture

Nonprofit, Government & Education track at DrupalCon Denver

Session submissions are open for DrupalCon Denver and we’re excited to have an entire track devoted to the Nonprofit, Government & Education sectors. We have some great featured speakers confirmed. We’re also seeing a growing number of sessions being proposed -- but we need a lot more!

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yautja_cetanu's picture

CRM Skype Meeting no. 4

Start: 
2011-10-21 15:00 - 15:30 UTC
Organizers: 
Event type: 
Online meeting (eg. IRC meeting)

Oct 21st at 15:00 for 30 mins. Our 4th CRM Skype meet up :)

We don't have a specific agenda (unless others want to make one) but there are some news items to expect:

  • The return of Allie!
  • A release and potential project page from CitizenKane
  • An update on how captaindav and jerodfritz found getting involved with party
  • The appearance of the RedHen CRM possibly

Work is happening on better documentation for other developers to get involved. We'll see in this meeting how it happens.

One question. Do people still think skype is the best place for this?
Jamie

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yautja_cetanu's picture

How do to deal with permissions and CRM field sets...?

This is a specific use case we're facing:

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Why not use CiviCRM? (Why we want to make a fully Drupal based CRM)

I think this question seems to come up a few times. I've created this as a wiki page because I do not feel I am best placed to answer this question due to my limited interaction with CiviCRM (Which I actually really like). But I feel like it will probably come up so others, feel free to get involved in this page and clear up my english and reasoning. I definitely welcome re-wording of some of my points.

Related Questions

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