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SugarCRM Portal for TRIBiQ CMS

SugarCRM Portal for TRIBiQ CMS is a plugin for our CMS which allows you to easily interface with the SugarCRM customer relationship management system.

This makes it easy to establish a CMS managed web site or extranet, with the Sugar CRM on the back-end to manage your customers.

SugarCRM Portal for TRIBiQ CMS 5 supports:

  • easy integration with a SugarCRM installation (SugarCRM is Open Source)
     
  • a customer contact or sign-up form on your Tribal CMS site, so that a form submission creates a Contact on SugarCRM
     
  • the Contact will be created with a History Note, indicating how the Contact was created.
     
  • Download SugarCRM Interface for TRIBiQ CMS 5.0
     

License

This plugin is available under the GNU General Public License.

Installation

To install:

  1. Download SugarCRM Interface for TRIBiQ CMS 5.0
     
  2. go to the TRIBiQ CMS template family you would like to use SugarCRM with, locate the /includes folder
     
  3. unzip/untar the sugarcrm.inc.php file to this directory
    ensure it has the correct permissions (chmod 644 on Un*x)
     
  4. Ensure that your template family uses a template-family specific contact_form_functionality include rather than the one found in templateincludes/

    You can create one by copying: templateincludes/contact_form_functionality.inc.php

    to:
    template-family/includes/contact_form_functionality.inc.php

    and updating your Contact Form Template to use this new include.
  5. locate either:

    template-family/includes/contact_form_functionality.inc.php

    To embed SugarCRM Functionality in your chosen contact form functionaility template:

    <?php include "sugarcrm.inc.php"; ?>
     
  6. You must now add the right conenction details to sugarcrm.inc.php

    Edit the following lines:

    connect_to_database
    ("DATABASE_HOST","DATABASE_NAME","DATABASE_USER","DATABASE_PASSWORD");

    mysql_select_db
    ("DATABASE_NAME",$link);

    modified_user_id = 'YOUR_USER_ID',
    assigned_user_id = 'YOUR_USER_ID',
    created_by = 'YOUR_USER_ID',
    lead_source = 'MY_WEBSITE_NAME',
     
  7. This template families contact form will now submit details to SugarCRM.