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Feature - Zoho bidirectional integration #4068

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merged 53 commits into from
Jun 30, 2017

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virlatinus
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@virlatinus virlatinus commented May 16, 2017

Q A
Bug fix? N
New feature? Y
Related user documentation PR URL https://mautic.org/docs/en/plugins/zoho_crm.html
Related developer documentation PR URL N/A
Issues addressed (#s or URLs) N/A
BC breaks? N/A
Deprecations? N/A

Description:

This PR enables users to update Mautic with Lead, Contact and Account data from Zoho at regular intervals (bi-directional integration). They can also trigger actions in Mautic based on data from Zoho

Steps to test this PR:

  1. Apply this PR
  2. Go to plugins/Zoho and select the features and Zoho objects that you want to synchronize with Mautic.
  3. Test with a form and a push to integration action to create Leads in Zoho (remember to include in the form the fields that are required by Zoho)
  4. Execute the command php app/console mautic:integration:fetchleads -i Zoho to test pushing and pulling to and from Zoho.

@virlatinus virlatinus added the WIP PR's that are not ready for review and are currently in progress label May 16, 2017
@virlatinus virlatinus added feature A new feature for inclusion in minor or major releases needs-documentation PR's that need documentation before they can be merged ready-to-test PR's that are ready to test and removed WIP PR's that are not ready for review and are currently in progress labels May 19, 2017
@virlatinus virlatinus changed the title Work-In-Progress Feature zoho bidirectional Feature - Zoho bidirectional integration May 19, 2017
@escopecz escopecz added this to the 2.9.0 milestone May 25, 2017
@escopecz escopecz added the has-conflicts Pull requests that cannot be merged until conflicts have been resolved label Jun 19, 2017
@mqueme
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mqueme commented Jun 29, 2017

This works only for Leads in Zoho.

@virlatinus virlatinus removed the pending-feedback PR's and issues that are awaiting feedback from the author label Jun 29, 2017
@mqueme
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mqueme commented Jun 29, 2017

Tested this, it works. only thing I am concerned about is the message Updating/creating leads from Mautic to Zoho
About 0 to update and about 3311 to create/update
3311/3311 [============================] 100%
Number of contacts pushed: 0 updated, 100 created, 0 had errors and 0 were ignored (likely duplicates or didn't match field criteria)

but nothing more gets pushed to Zoho. not sure if its a limit on my free zoho.

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Works great with the latest changes. Thanks @virlatinus!

@alanhartless alanhartless merged commit f05e886 into mautic:staging Jun 30, 2017
@virlatinus virlatinus deleted the feature-zoho-bidirectional branch July 1, 2017 16:48
@npracht
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npracht commented Oct 27, 2017

@virlatinus the documentation is very very light isn't it ?
https://mautic.org/docs/en/plugins/zoho_crm.html
Not even the command is listed there.

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npracht commented Dec 18, 2017

@dbhurley the documentation has never been written for the bidirectional integration. I don't know if this is something your team would like to priorise.

Best,

N.

@dbhurley
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Good catch! Let me know once you have a PR ready to go. Remember: Mautic is a community project so we can all be involved in making it better. There's no concept of "throwing it over the fence" for someone's "team" to address.

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9 participants