SugarCRM & and submitting form information to the CRM.

Hello all,

Just wondering if it's possible to create a number of webforms that serve to collect information from a lead/candidate into the SugarCRM?

I see that Lead creation to CRM works but couldn't see much on subsequent forms linking to that same contact? I'm looking at using it for bringing customers into my business and in order to 'on-board' as such they need to complete a number of forms that I'm hoping to have inside a client portal which would then submit to their contact on the CRM and update the relevant fields.

Is this possible? or does anyone know of a solution that could serve this purpose?

Thanks.

  • HI,

    It is certainly possible to do exactly what you are asking for.

    In a nutshell, you would create your pages and have code on the pages that would talk to CRM to create or update the fields required.

    There is an alternative, Sugar Market,

    Sugar Market has an excellent wysiwyg page and form editor that updates/creates contact and account records and those records are synced back to CRM.

    Basically if you have html and PHP skills you could use the first option, and if you want an easier path, use Sugar Market.

    Best regards

    David