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CRM form integration #15

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xmatthewx opened this issue Jan 18, 2017 · 12 comments
Closed

CRM form integration #15

xmatthewx opened this issue Jan 18, 2017 · 12 comments
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@xmatthewx
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For launch, our email sign-up form will ideally feed directly to our CRM. Other integrations (#8) can be added post-launch.

Let's gather requirements and insights from our advocacy peers. @gvn @arlissc

@gvn
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gvn commented Jan 19, 2017

Does the CRM expose a REST API for us to push data to?

@arlissc
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arlissc commented Jan 20, 2017

@gvn - looking into this, will update shortly.

@xmatthewx
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We will use and reuse a short form (email input only) and a longer form (email + a few bits of info) like name, country/city, issue areas of interest.

It'd be good have a reusable component for the short version. Maybe the long version too. It definitely would be good to set one of these up early so we can find hiccups before we get closer to launch.

@xmatthewx xmatthewx modified the milestone: February 10, 2017 Jan 30, 2017
@gvn
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gvn commented Jan 31, 2017

Agreed. Hoping I can get endpoint specs soon.

@xmatthewx xmatthewx changed the title CRM form integration CRM form requirements Feb 13, 2017
@xmatthewx
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cc @ScottDowne

@hannahkane hannahkane changed the title CRM form requirements CRM form integration Feb 13, 2017
@ScottDowne
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@gvn docs for basket: http://basket.readthedocs.io/

@gvn gvn added the blocked label Feb 21, 2017
@gvn gvn modified the milestones: February 24, 2017, March 3, 2017 Mar 1, 2017
@gvn gvn removed the p1 label Mar 1, 2017
@alanmoo
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alanmoo commented Mar 2, 2017

@gvn what's this blocked by?

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gvn commented Mar 2, 2017

It may not be if the docs linked above are sufficient. I'll unblock for now...

@gvn gvn removed the blocked label Mar 2, 2017
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gvn commented Mar 7, 2017

@alanmoo
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alanmoo commented Mar 9, 2017

Temporarily blocked by hatchet configuration

@alanmoo alanmoo added blocked and removed blocked labels Mar 9, 2017
@alanmoo
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alanmoo commented Mar 9, 2017

Nevermind, going to be posting directly to Basket since Sawmill would need another server set up (given that this project is going to be staticly served)

@alanmoo
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alanmoo commented Mar 10, 2017

CRM integration itself is done, just a matter of where it's being used. Currently works in the (not yet completely designed?) join us component.

@alanmoo alanmoo closed this as completed Mar 10, 2017
mmmavis added a commit that referenced this issue Jan 24, 2018
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to match the updated comps

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Related to #951 - fellowship type template & science fellowships

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featured fellow
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