Sherpa Webform

This module integrates Sherpa CRM's version 1.0 (known as the old API) of the Add Lead RESTful web service with forms created with the Webform module. (If you are using Sherpa's newer API, try the 8.x-2.x-dev version of this module.)

Drupal 8

The 8.x version of the module is a complete rebuild, and includes a number of features not available in 7.x. This version features "by form" selection & Community ID customization, field mapping (no longer relying on field names for mapping), integrated date formatting, choice of using Drupal's RESTful Web Services module or curl, and automatic settings of common required fields. Please check the module's help documentation for more information and instructions.

Entity Registration has been dropped from the 8.x version, in favor of using Webform for any event registration requirements.

Drupal 7

The 7.x version offers "by webform" integration with custom Community IDs, choice of sending via curl or drupal_http_request() and custom date formatting. Additionally, there is an experimental feature to send the details from Entity Registration forms (using default field names).

Fields are mapped by naming the Webform fields to the correct Sherpa field name (for example, PrimaryContactFirstName). You will need to add a number of required fields as hidden fields to your webform, except ReferralDate which is handled directly by the module and can be configured in the admin page. See the module's help documentation for more information.

Requirements

Both versions require the Webform module.

8.x - The RESTful Web Services module must be enabled or curl configured on your server.

Acknowledgements

This module was built for Sage Age Strategies, and shared with the hope that you find it useful in your projects.

For more information on the Sherpa CRM, click here.