for our client we need to develop 2 websites and I need some advice for it.
Website 1
The first website is used for people that are in need for a company to help them out with a project. So, the visitor can leave his contact information and project details using a contact form on to the website which is then stored into the Umbraco CMS. Also an email is sent to the administrator with a notification of the new project.
I was thinking of creating a new section Projects which uses a custom db table for storing this kind of information. Maybe using the UI-O-Matic package of Tim Geyssens?
Next the client also wants to sync this into his Zoho CRM, so we need to provide a sync section where to client can export this details from the CMS and import them into Zoho CRM using there API.
What is the best way of doing this in Umbraco? Using surface controllers or REST API or ... where we have a method called SyncProjectsToZohoCRM which syncs the information between the 2 applications.
Another method in this will be syncing the contacts mailaddress into the clients Mailchimp account.
Website 2
The second website is used for companies that wants to buy leads registrated on the first website. So the company leaves his information using a contact form and this information gets stored into Umbraco CMS ( same way as in the first website but under another db table ).
Also here the clients wants to have the ability to sync this info with his Zoho CRM and Mailchimp applications.
Maybe we can setup one CMS application for the 2 websites? So the client only has to login once where he has full control over everything?
Any ideas or advice in this? Maybe someone has done something simular?
Hey Michaël, using UI-O-Matic and the MCFly addon http://www.nibble.be/?p=538 you should be able to quickly create a proof of concept, for integration of the third party api's you can also look at https://zapier.com/ (not sure if the subscription is justified in your case, otherwise you'll need to get your hands dirty in code)
All perfectly doable - I don't think the code is the issue, I'd make sure you plan out the approach first though. It mostly depends on where in the sites you see these actions taking place and ensuring you've covered all business needs?
Front end visitor wise basically Surface Controller(s) to take form data in store to db and call a helper to send emails etc. Then for the sync work does it need a special button for admin only pages where verified Umbraco members who are logged in can access it or is it better to have only Umbraco CMS admin back office users do this (in this case create a custom section and control access there). Either way the interface to the 3rd party systems would be using some kind of a helper class(es) so it's going to be custom controllers (front end admin pages to helper) or a secured WebAPI
to helper depending on this approach.
The big thing on this - which is more architectural than Umbraco would be who is the master in all this. When you're syncing CRM style data - ensure that if the data can be changed in multiple places (e.g. the client logging in or by CRM users in the 3rd party systems) that you can always determine which is "right" - e.g. the sync occurs under any action.
The client is a one person company who will do everything from syncing betweens apps and administrate the websites.
When using the UI-O-Matic package, this will already be a seperated section so that will be good in terms of security when in the future other Umbraco users are added.
Good point about the syncing process, that will be something to determine. Maybe we only need to add the lead directly into the CRM and not in the CMS, because the only purpose was to have a backup when something goes wrong with the CRM.
Help on setting up the correct integration between Umbraco / Zoho CRM and Mailchimp
Hi all,
for our client we need to develop 2 websites and I need some advice for it.
Website 1
The first website is used for people that are in need for a company to help them out with a project. So, the visitor can leave his contact information and project details using a contact form on to the website which is then stored into the Umbraco CMS. Also an email is sent to the administrator with a notification of the new project.
I was thinking of creating a new section Projects which uses a custom db table for storing this kind of information. Maybe using the UI-O-Matic package of Tim Geyssens?
Next the client also wants to sync this into his Zoho CRM, so we need to provide a sync section where to client can export this details from the CMS and import them into Zoho CRM using there API.
What is the best way of doing this in Umbraco? Using surface controllers or REST API or ... where we have a method called
SyncProjectsToZohoCRMwhich syncs the information between the 2 applications.Another method in this will be syncing the contacts mailaddress into the clients Mailchimp account.
Website 2
The second website is used for companies that wants to buy leads registrated on the first website. So the company leaves his information using a contact form and this information gets stored into Umbraco CMS ( same way as in the first website but under another db table ).
Also here the clients wants to have the ability to sync this info with his Zoho CRM and Mailchimp applications.
Maybe we can setup one CMS application for the 2 websites? So the client only has to login once where he has full control over everything?
Any ideas or advice in this? Maybe someone has done something simular?
Thanks in advance
/Michaël
Comment author was deleted
Hey Michaël, using UI-O-Matic and the MCFly addon http://www.nibble.be/?p=538 you should be able to quickly create a proof of concept, for integration of the third party api's you can also look at https://zapier.com/ (not sure if the subscription is justified in your case, otherwise you'll need to get your hands dirty in code)
@Tim
Thanks for the intel! Never heard about Zapier, will have a look at it.
/Michaël
Hi Michaël,
All perfectly doable - I don't think the code is the issue, I'd make sure you plan out the approach first though. It mostly depends on where in the sites you see these actions taking place and ensuring you've covered all business needs?
Front end visitor wise basically Surface Controller(s) to take form data in store to db and call a helper to send emails etc. Then for the sync work does it need a special button for admin only pages where verified Umbraco members who are logged in can access it or is it better to have only Umbraco CMS admin back office users do this (in this case create a custom section and control access there). Either way the interface to the 3rd party systems would be using some kind of a helper class(es) so it's going to be custom controllers (front end admin pages to helper) or a secured WebAPI to helper depending on this approach.
The big thing on this - which is more architectural than Umbraco would be who is the master in all this. When you're syncing CRM style data - ensure that if the data can be changed in multiple places (e.g. the client logging in or by CRM users in the 3rd party systems) that you can always determine which is "right" - e.g. the sync occurs under any action.
Hope that's of some help
Steve
Hi Steve,
The client is a one person company who will do everything from syncing betweens apps and administrate the websites.
When using the UI-O-Matic package, this will already be a seperated section so that will be good in terms of security when in the future other Umbraco users are added.
Good point about the syncing process, that will be something to determine. Maybe we only need to add the lead directly into the CRM and not in the CMS, because the only purpose was to have a backup when something goes wrong with the CRM.
Thanks for the information!
/Michaël
You can connect Zoho CRM and MailChimp with the help of Skyvia -https://connect.mailchimp.com/integrations/zoho-crm-integration-by-skyvia
is working on a reply...