michaeldv / crm_web_to_lead

Sample web-to-lead capture plugin for Fat Free CRM

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file .gitignore Mon Feb 02 19:59:19 -0800 2009 Initial commit [michaeldv]
file MIT-LICENSE Mon Feb 02 19:59:19 -0800 2009 Initial commit [michaeldv]
file README.rdoc Mon Dec 07 19:45:46 -0800 2009 Fixed typos in README [michaeldv]
file Rakefile Mon Feb 02 19:59:19 -0800 2009 Initial commit [michaeldv]
file init.rb Fri Feb 06 18:59:58 -0800 2009 Fixed redirects in after_filter hook, updated R... [michaeldv]
directory lib/ Sun Dec 06 23:20:56 -0800 2009 Updated documentation [michaeldv]
directory test/ Mon Feb 02 19:59:19 -0800 2009 Initial commit [michaeldv]
README.rdoc

Web-To-Lead Capture Plugin for Fat Free CRM

This plugin shows how to implement Fat Free CRM application controller callback hook to capture lead data submitted from remote form. For more information about Fat Free CRM visit github.com/michaeldv/fat_free_crm/tree/master

Installation

The plugin installs just like any Ruby on Rails plugin packaged as git. Assuming that you have Fat Free CRM up and running: 

  $ ./script/plugin install git://github.com/michaeldv/crm_web_to_lead.git

The sample plugin will be installed in vendor/plugins/crm_web_to_lead directory.

Quick How To

To submit a lead remote form should POST two extra hidden fields to identify the user who will own the lead: 

  <input type="hidden" name="authorization" value="-- users.password_hash here --">
  <input type="hidden" name="token" value="-- users.password_salt here --">

Two more hidden fields specify redirection URLs to handle successful submissions and possible validation errors: 

  <input type="hidden" name="on_success" value="-- success URL here --">
  <input type="hidden" name="on_success" value="-- failure URL here --">

The following sample is a good start to build your own lead capture form. 

  <html>
  <body>
    <form action="http://localhost:3000/leads/create" method="post">
      <input name="lead[first_name]" value="">
      <input name="lead[last_name]" value="">
      <input name="lead[source]" value="Web">
      <input name="authorization" value="?">
      <input name="token" value="?"
      <input name="on_success" value="http://www.yoursite.com/success">
      <input name="on_failure" value="http://www.yoursite.com/failure">
      <input type="submit" value="OK">
    </form
  </body>
  </html>

Replace question marks with the actual values of password_hash and password_salt as set in users table. Successful lead submissions get logged in Rails log file.

Enjoy!

Copyright © 2009 by Michael Dvorkin, released under the MIT license.