mfabrik.plonezohointegration 0.1.1

Integration of Zoho web applications for Plone CMS

local

• Introduction

• Features

• Installation

  • Plone 3 and beta components

  • Contact Us portlets and forms

  • Portlet CSS

  • Migration instructions from older versions

• Commercial development

• Author

  • Changelog

• 0.1 - 0.1.1

• 0.1

Introduction

mfabrik.plonezohointegration provide tools to integrate Plone CMS with Zoho web applications and their data.

The main feature of this add-on product is a new contact form, available as standalone and a portlet, which will directly deliver contacts to Zoho CRM where your sales representatives can pick them up and handle according to their workflow.

Features

• Control panel to set Zoho username, password and API key required for integration communication

• Contact form integration with Zoho CRM. All contacts are automatically converted to Zoho leads. The sales person of your organization can screen contact submissions in Zoho CRM and dial/email to persons interested in your products.

The features are done using mfabrik.zoho library for Python.

Installation

Add the following to your buildout.cfg:

eggs =
        ...
        mfabrik.plonezohointegration

Rerun buildout.

Restart Plone.

Go to Plone Site Setup.

Run add-on installer for Zoho CRM integration.

Add your Zoho credentials in Zoho settings under Site Setup.

Note

As the writing of this, plone.app.z3cform trunk version (0.5.0+) is needed to make this add-on fully functional. Otherwise the form behavior might not be nice.

Plone 3 and beta components

This add-on product uses software components which are not yet officially deployed for Plone 3 (and maybe never will) like plone.app.registry. To make these components work correctly you probably need to use “good-py version pindowns” in your buildout.cfg.

For more information, see

• http://plone.org/products/dexterity/documentation/manual/developer-manual/pre-requisites/buildout-configuration

Contact Us portlets and forms

Contact Us form will be available in URL http://yoursite.com/@@zoho-contact-form

The form is also available as a portlet Zoho Contact Form. We suggest that you add this portlet as a content-type portlet on all of your Pages and Folders.

You can add some fixed field values to all leads generated through the web site in Zoho settings.

Portlet CSS

You might want add the following to your site theming to hide form fields descriptions on the portlet form:

.portletZohoCRMContact .formHelp {
   display: none;
}

Migration instructions from older versions

Rerun add-on installer. Before neither control panel nor contact form works.

If you cannot access site setup link then go to Zope Management Interface and portal_quickinstaller.

Commercial development

This package is licensed under open source GPL license. If you are looking for high quality Zoho/Python support, please contact mFabrik Research. Our top class Python developers are ready to help you with your software development.

Author

mFabrik Research Oy - Python and Plone professionals for hire.

• mFabrik web site

• mFabrik mobile site

• Blog

• More about Plone

Changelog

0.1 - 0.1.1

• Added unit tests

• Added phone number validation

• Added German and Finnish translations

0.1

• Initial release