Intermediate: Create opportunity from a contact form

You can very easily create opportunity in SugarCRM from the Webform. Before doing so, please see how to integrate Joomla with SugarCRM in general, please click here.

1. Create a custom field Amount (rc_amount) and associate it with SugarCRM Opportunities module field: Amount (amount_usdollar)

2. Associate field Company Name with SugarCRM Opportunities module field: Opportunity Name

3. Associate the fields : Company Name, Website and Office Phone with SugarCRM Accounts fields: Name, Website, Phone Office

4. Associate the fields: First Name, Last Name, Company Name and Phone with SugarCRM Leads fields: First Name, Last Name, Home Phone and Account Name

5. Create workflow with the following tasks: Create Account, Create Lead, Create Opportunity

6. Create a contact or edit an existing one

7. In General tab, select the Workflow you have created to create the opportunity

8. In Layout tab, select the contact form fields handled by Workflow: Company Name, Office Phone, Website, First Name, Last Name, Phone and Amount.

We will try to execute the Workflow. Please go to the front-end and fill in the form and click on send button.

Log in your SugarCRM. Account, Lead and Opportunity records should be created.