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Often you want a lead generating form on your website to be able to create leads directly into the CRM system. This is done by adding code into the website (typically php and Wordpress), so that - at the visitor registration - data is sent to the lead entity in your ChannelCRM.

 

Below is an example that uses php and php-curl library.

 

$loginCRM = 'brugerid';

$passwordCRM = 'password';

$urlCRM = 'https://dinchannelcrmsite.onchannelcrm.com/crm/ChannelCRMData.svc/Leads';

 

$leadCompanyName = $companyName;

$leadName = $name;

$leadMail = $email;

$leadTelefon = $telefon;

$leadNotes = "Firmaets størrelse: ".$hovederhverv."\r\nHovederhverv: ".$businessType;

$ch = curl_init();

 

$dataCRM = array("contactname" => $leadName, "contactmail" => $leadMail, "companyname" => $leadCompanyName, "contactphone" => $leadTelefon, "notes" => $leadNotes, "closed" => "false");                                                                    

$json_stringCRM = json_encode($dataCRM);     

 

curl_setopt($ch, CURLOPT_URL, $urlCRM);

curl_setopt($ch, CURLOPT_CUSTOMREQUEST, "POST");

curl_setopt($ch, CURLOPT_POSTFIELDS, $json_stringCRM);

curl_setopt($ch, CURLOPT_HTTPHEADER, array('Content-Type: application/json'));                                                                                                                

curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);

curl_setopt($ch, CURLOPT_USERPWD, $loginCRM.":".$passwordCRM);

 

$server_output = curl_exec ($ch);

curl_close ($ch);

 

In the example the fields contactname, contactmail, companyname, contactphone and notes are used.

 

In total you have the following fields to choose from:

 

 

None of the fields are mandatory. But if the lead are to be of any value, it is best to have [contactname] and [contactmail] as a minimum. And to be linked to a company, it is very advantageous if [companyvat] (CVR number) is there as well.