web form integration in vtiger using instant leads
Post on 30-Mar-2016
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Instant Leads with web form integration in vtiger CRM
Topic NoContents Page number
1Download Softwares from Instant Leads 1
2 How to use old version of instantleads2
3Restore Database of Instantleads3
4Run InstantLeads from Localhost4
5Create Affiliate Account5
6Create Webform using Campaign8
7How to create a web form in vtiger crm16
8Integrate Webform with Vtiger CRM21
1.Download Softwares from Instant Leads
Download the Softwares from Instant Leads.com link
Those are Instantleads813.zip(www.instantleads.com/instantleads813.zip)database.rar(these are old version softwares)(www.instantleads.com/database.rar)
there is new version also available which is called ileads9v.zip
(www.instantleads.com/ileads9v.zip)
2. How to use old version of instantleads
Extract the zip folders to htdocs of xampp folder
C:\xampp\apache\htdocs\
after copying the folder in htdocs
we can access from web browser,at first time we will open file from web browser
like http://localhost/ileads9v/runfirst.php
it will ask you the database Credentials, paypal details
Database username:Database password:Host name:paypal Details:Before run the instantleads we must need to restore database
3.Restore Database of Instantleads
Extract the database.rar
Then restore it in http://localhost/phpmyadmin
4.Run InstantLeads from Localhost
Now Enter details in http://localhost/ileads9v/runfirst.php to configure database
after that i will enter into login page
in that login page you get three accounts
Admin account ( you cant see this account just you login as a admin ) for that you need login credentials
Username:adminpassword:admin
5.Create Affiliate Account
Affiliate account(you need to create by using link of create affiliate account )
after entering the details in the registration page just click on Register option , you will get below window
Just click on Continue and then you entered in instanst leads as a affiliate member then you will get below page
You are not a administrator so you dont have all rights to work as a admin
Here you are Affiliate,so you can generate web forms to integrate any website or crm instance
To generate webforms just you have to click on Campaigns,
6.Create Webform using Campaign
Then you will get following Window
Click on New campaign,then you will get the following page to create a web form
what ever you want just u have check it on those fields and enter campaign name,Description , enter minimum and maximum price ,for which price you want to sell each leadand also you can create check boxes list as well as drop down list create a check box list by selecting is multiple checkboxes option and enter values in answers Box
To create a drop downlist just you have to enter values in answers box,no need to select the is multiple answers option then it will create a drop down list
When entering a values in this form you need to click active check box to activation of this created campaignNow iam going to create a sample web form to integrate in vtiger crm instance Sample form Creation in Instant Leads
After you entered the values just you need to click Save Campaign
After selecting the Save Campaign option you will get the follwoing page
After click the continue option, if you observe the Active campaigns option it will show you the activated Campaigns like in follwing window
if you want see the web form what you have generated previuosly just you click on Show option
After click on the show option you will egt the follwing option
This is the form previously you have created using instant leads its having check boxes list,Dropdown list Now you need source code of this form, for that go to browser's Menu ,then go to view-> source code or right click on web browser and select view source code option
Select all source code and copy it in to the new html form or existing html form
After creating new html form by using the above code
Now save it in existing website folder or any where you want
I saved it as sampleform.html and save it on desktop,
This is form what previously created in new html form
Now change action attribute in the above html form and vtiger crm instance to integration.
in the above form at action attribute some text is selected, at the part of selection we need give vtiger crm instance url Before this ,Web form must be created in vtiger crm
7.How to create a web form in vtiger CRM
open vtiger CRM
Give Credentials
After give the credentials click login option, then you will get follwing window
Go to Vtiger crm Settings
After clicking on the settings you will get the follwing window
In the above form you will get webforms options click on that, after click on web form , you will get the following window
Now web form is need to create , for that click on + icon or create a webform link
then you will get follwing window
Enter the Webform nameSelect module as leadsSelect Assigned to options
After selecting module you will get following window
Select the webform fields, what ever you required , and then select save option, then you will get following window
X red mark indicate not required fields
Tick mark indicate required fields,it means user must need to enter in form
8.Integrate Webform with Vtiger CRM
Now click on Showform option, then you will get source code form to copy publicid and action attributes
Copy the publicid in this form
and paste it into previously created webform
Now copy the action attribute from action attribute in web form of vtiger
paste it in action attribute of the web form generated by instant leads
Now open the webform in web browser
Enter the details in the above web form
Click on the submit button,you will get the following page
If the details are successfully submitted in vtiger crm then you will get above page other wise ,you will get the following page
After enterting the data in web form check it in leads module of vtiger crm wheater data is entered in vtiger crm or not
Go to vtiger CRM -> Click on Leads Module
The first three selected records entered by web form which is genereated by instant leads.
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