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Question regarding Web-To-Lead-Forms

Kyle Smith

Howdy!

Two questions: 

1) Are we able to use a Web-To-Lead-Form to modify an existing Lead, rather than just creating duplicates?  If so, how?

2) How would we specifically import a Tag from a Web-To-Lead-Form?

We already have a working WTLF that creates new leads from our website.  However, we want to create a separate form that adds a Tag to a lead that already exists (or create a new lead if one doesn't exist, as it currently does).  The specific use case for this is to track Webinar attendance via a sign-up form on our site.  

Thank you!

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  • 0

    Hi Kyle Smith 

    The web2lead feature is an entrypoint defined at include/MVC/Controller/entry_point_registry.php and its file which import the data is located at modules/Leads/Capture.php.

    In order to achieve the behavior you described it is required to create a new entrypoint at custom/Extension/application/Ext/EntryPointRegistry/customEntryPoint.php and create its file which will do the job. Pretty much this file will be a copy of default one, then you will modify precisely what you need to.

    Kind regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • 0 in reply to André Lopes

    Thank you for the reply.

    We're currently using the OnDemand service- I pulled the full customdir from Administration > Diagnostic Tool, but don't see either entry_point_registry.php or Capture.php anywhere. I'm thinking this could be a limitation of using OnDemand?  Is there another way I can get access to those files? 

    Thanks!

  • 0 in reply to Kyle Smith

    You can file a ticket requesting SugarCRM support to provide you bkp of instance and database. This way you can setup it at your local environment, do the changes, build an installer, install in a sandbox, test it and then install into production instance.

    Kind regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
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