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Member Since 10 Feb 2013
Offline Last Active Oct 02 2013 12:33 PM

#7796 Look a commercial features

Posted by paulpixel on 05 August 2013 - 01:21 PM

We are currently looking at building an email campain tool, and I see that Zurmo supposedly contains one.

Is there an evaluation version of the commercial product.  We downloaded and installed the opensource version.  I didn't see anything in there or a path to marketing automation, creation of the product catalog or email campaigns.

The online demo doesn't seem to contain these features.   Or perhaps are they just not apparent.

Thanks in advance for any information you can get to us here.

#3846 XML or jason Lead Capture API

Posted by paulpixel on 15 February 2013 - 05:47 PM

I saw the Drupal project.  That is the approach we have decided to take if you don't already have something.  Simply use the testing code for guidance, and the API.

What we are looking at is writing an xml API (requiring curl) that can take submissions from specific sites / IP's and uri's, look for a validation key on the client server, prosess the information into zurmo server side.   We need control of who can hit the API .plus be able to do flood control etc in case a web form is hijacked or compromised.

We'll submit this thing to the communty once its done.

We have a CMS we've fleshed out (http://www.xobase.com) that we are retooling in Yii.   What we want to do is integrate the user / role / model of Yii / Zurmo into it.  So we can use zurmo for not only lead generation but tracking sales from the ecom and subscription modules in the CMS, maintain single sign / authentication, and run them concurrently on the same sites from the same framework.

#3842 XML or jason Lead Capture API

Posted by paulpixel on 15 February 2013 - 04:28 PM

Perhaps this has been covered before.. Any really good CRM needs an interface for auto generating leads from forms outside itself.  Infusion and SalesForce both have this feature.


I've searched high and low, and haven't found mention of an API for loading leads or contacts, other than Import.

Ideally we could place forms on anysite we want that then use a https:// curl socket to send the information back to zurmo, and have it save the lead or contract request (it might for instance not only create a lead, but a task for someone who is ID'd in the form.

Does something like this exist?