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Joomla – Vtiger Integration For business Successful Infotronics
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Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Feb 16, 2019

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Page 1: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Joomla – Vtiger Integration

For business Successful Infotronics

Page 2: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Why Joomla and Vtiger CRM

• Vtiger is Front Office

• Vtiger is Back Office

Page 3: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Objective

• Marketing More

• Sales More

• Repeat Order More

• Best Customer Support

Page 4: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back
Page 5: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back
Page 6: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back
Page 7: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back
Page 8: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

forms integration

Page 9: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Requirements

• Joomla

• VtigerCRM 5.x

Page 10: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Installation

• Visit http://forge.vtiger.com/projects/vtjoomla

• Download joomla1.5_com_vtiger_forms-x.y.zip [Joomla component]

• Download joomla1.5_mod_vtiger_forms-x.y.zip [Joomla Module]

• Login as Joomla administrator for further installation.

Page 11: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Joomla Component

• Open Extensions » Install/Uninstall page.

• Import the Component Package file (joomla1.5_com_vtiger_forms-1.0.zip)

Page 12: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Joomla Component

Page 13: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Joomla Component

• vtigerforms will be listed under Components tab.

Page 14: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Joomla Module

• Open Extensions » Install/Uninstall page.

• Import the Module Package file (joomla1.5_mod_vtiger_forms-1.0.zip)

Page 15: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Joomla Module

Page 16: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Joomla Module

• vtigerforms will be listed under Modules tab.

Page 17: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Module Configuration

• Open Extensions » Module Manager, Click on the vtigerforms module name.

Page 18: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Module Configuration

• You will be taken to the Edit Form of the Module:

Page 19: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Module Configuration

• Title : Title to display on the module block and listing

• Show Title : Yes, to enable title display on the pages.

• Enabled : Yes, to activate the module. • Position : Configure the location where the

module should appear on the page. • Order : Order of appearance • Menu : Include module on the selected menu

visits

Page 20: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Module Configuration

• Module Parameters

• vtiger CRM URL Location of vtiger to which the data needs to be transmitted

• Save

Page 21: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Form in action

Page 22: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Input value

• User will input name, company, email details and click submit.

• This information will be posted to vtiger CRM Webforms module

Page 23: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

vtiger CRM - Webforms module configuration

• Edit <vtigercrm_root>/modules/Webforms/Webforms.Config.php

Page 24: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back
Page 25: Joomla – Vtiger Integration For business Successfuljoomlacode.org/.../16801/73075/JD2012-Thammathat-Vtiger2.pdfWhy Joomla and Vtiger CRM •Vtiger is Front Office •Vtiger is Back

Data insert to Module Lead