Course: Setting up Webform2Sugar with Drupal

The first thing you want to do is to edit the webform2sugar to be compatible with your SugarCRM install.

1. To do this you can access it 1 of 2 ways,

   1. by going to the http://(drupalsite)/admin/settings/webfrom2sugar

   2. or in the admin side of Drupal click on administer and then underneath the site configuration click on Webform to SugarCRM

      

2. Once accessed you have to put in where your SugarCRM location is.

   1. The domain location of SugarCRM?

   2. portal.datasyncsuite.com

      1. The directory location of SugarCRM?

         1. sugar/(yourcompanyname)

         2. Save configuration

             

3. Once you have that edited you want to create your form
4. Getting the Campaign ID out of Sugar

   1. Go into your Sugar Install and create a new campaign if necessary

   2. For this article we already have a campaign created.
   3. Since we are a DataSync Suite User we will have to view the campaign in another window
   4. Right click on the campaign we want to use and select open link in new window.
   5. In the URL you will see a bunch of numbers and letters following record=########-####-####-####-############ everything following record= is the campaign id
   6. Copy these strings of numbers and letters and paste them into the Campaign ID box in drupal
   7. Click on Save
      (Jump up a step to input campaign ID)
5. Once you click save you will be directed to the Form Creator

6. (We will be doing 3 fields for our form FNAME LNAME and e-mail)

   1. Select the box and type in the label for your form box (First Name)

   2. Click on Add This will take you to a new screen

   3. Scroll down to the Map field to SugarCRM section.

   4. Select the field that corresponds with your Form Box.

   5. Repeat steps 1-5 for more fields

   6. NOTE: You must provide a last name for the leads to be recorded in Sugar.

      

7. Once you have your forms click on publish

   1. Click on view at the top of the form editing to view your form