Problem/Motivation

Thank you very much for this great module! As it already connects to the API, it would be very helpful to further provide a Webform Submission Handler for Zoho CRM.
That would allow regular (non-developer) Drupal users to submit Webform (very very widely used and extremely extensive module) Results to Zoho CRM.

Read more about it here:
https://industrialagency.ca/blog/create-custom-webform-handler-drupal-8
https://www.chapterthree.com/blog/drupal-8-how-to-extending-a-webform-re...

What do you think about this integration?

Current workarounds, which wouldn't be needed any more then:
https://drupal.stackexchange.com/questions/97977/is-it-possible-to-integ...

Other (CRM) modules which already solved this:
https://www.drupal.org/project/webform_mailchimp
https://www.drupal.org/project/webform_copper
https://www.drupal.org/project/webform_sugarcrm
https://www.drupal.org/project/zammad_webform_handler

Thank you very much in advance!

Issue fork zoho_crm_integration-3239863

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Comments

Anybody created an issue. See original summary.

adrianopulz’s picture

adrianopulz
Primary language Portuguese, Brazil
commented
Status: Active » Needs work

Hi @anybody! Thanks for your suggestion. I have some bug fixes priorities but I will consider this to the 2.x version.

anybody’s picture

anybody
Primary language German
Location Porta Westfalica
commented

@adrianopulz thank you, very cool! :)

scott_euser’s picture

scott_euser commented
Status: Needs work » Active

Just marking as 'Active' since there is no work in progress code

anybody’s picture

anybody
Primary language German
Location Porta Westfalica
commented

@adrianopulz still plans here? :) Would indeed be a fantastic feature, I think!

anybody’s picture

anybody
Primary language German
Location Porta Westfalica
commented
Issue summary: View changes
adrianopulz’s picture

adrianopulz
Primary language Portuguese, Brazil
commented

@anybody it’s an interesting feature. I can’t promise anything, but I’ll try to see if I can work on it between February and March. The module hasn’t had much attention over the past few years.

anybody’s picture

anybody
Primary language German
Location Porta Westfalica
commented

Cool, thank you @adrianopulz - our module https://www.drupal.org/project/zammad_webform_handler might be a helpful reference, should be *very* similar!

anybody’s picture

anybody
Primary language German
Location Porta Westfalica
commented
Title: Provide a webform handler integration » Provide a webform handler integration to create ZOHO Leads
grevil’s picture

grevil commented
Assigned: Unassigned » grevil

I'll implement it.

anybody’s picture

anybody
Primary language German
Location Porta Westfalica
commented
Status: Active » Needs work

As submodule please :)

grevil’s picture

grevil commented
Assigned: grevil » Unassigned
Status: Needs work » Needs review

All done! Please review!

anybody opened merge request !10

grevil’s picture

grevil commented
Status: Needs review » Reviewed & tested by the community

RTBC'd internally by @anybody.

  • grevil committed a7b689c2 on 8.x-1.x authored by anybody 
    feat: #3239863 Provide a webform handler integration to create ZOHO...
grevil’s picture

grevil commented
Status: Reviewed & tested by the community » Fixed

Now that this issue is closed, review the contribution record.

As a contributor, attribute any organization that helped you, or if you volunteered your own time.

Maintainers, credit people who helped resolve this issue.

anybody’s picture

anybody
Primary language German
Location Porta Westfalica
commented

@grevil maybe we need to add a note like "Please remember enabling the "leads" module on the Zoho CRM integration settings page (/admin/config/services/zoho-crm-integration)"? Unsure if that's needed...

anybody’s picture

anybody
Primary language German
Location Porta Westfalica
commented

@grevil and we should add the token browser. Didn't we do that in https://www.drupal.org/project/zammad_webform_handler?

anybody’s picture

anybody
Primary language German
Location Porta Westfalica
commented
Status: Fixed » Active
anybody’s picture

anybody
Primary language German
Location Porta Westfalica
commented

Ah sorry, the token browser is at the VERY bottom of the modal. Can we improve that and put it below the table?

anybody’s picture

anybody
Primary language German
Location Porta Westfalica
commented

Also please link the list of Zoho Standard fields: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing...
below the table that can be used as keys.

anybody’s picture

anybody
Primary language German
Location Porta Westfalica
commented

Please also log successful transmissions to Zoho

grevil opened merge request !12

grevil’s picture

grevil commented
Status: Active » Needs review

anybody’s picture

anybody
Primary language German
Location Porta Westfalica
commented
Status: Needs review » Fixed

Nice!

Now that this issue is closed, review the contribution record.

As a contributor, attribute any organization that helped you, or if you volunteered your own time.

Maintainers, credit people who helped resolve this issue.

Status: Fixed » Closed (fixed)

Automatically closed - issue fixed for 2 weeks with no activity.