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.