Integration of Zoho web applications for Plone CMS
Project description
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.
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
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.
Roadmap
More dynamic fields will be included - e.g. how to push URL, browser, language, etc. data to CRM.
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.
0.1.1 - 0.1.2
Updated README
Added French translations [toutp]
Require phone number from everyone to decrease the amount of spam
0.1 - 0.1.1
Added unit tests
Added phone number validation
Added German and Finnish translations
0.1
Initial release
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Source Distribution
Hashes for mfabrik.plonezohointegration-0.1.2.zip
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| BLAKE2b-256 | eef848d712105dc7422161c21c1b46ad4e74b42cdaf96d2c21b3a39c6ae8ab7b |
