Here is a teaser.. With all the tools we have at our disposal, how difficult would it be to setup web forms integration without having to purchase a full-blown marketing solution? The answer is.. well, maybe an hour. Of cause you either need to develop an integration solution first, and that would take quite a bit longer. It seems, though, that we already have one.
Let’s have a look at the end result first.. As of today, we are “eating our own dog food” on this site, so gotchahunter contacts page will be a good example. Here is how it works on the high level:
Gotchahunter is a wordpress blog web site. As much as I love WordPress, I’m not that much into php development, especially when it comes to Dynamics CRM integration. Hence, there is that Azure middle layer that serves as a mediator between Gotchahunter and CRM. The good thing about Azure web sites is that they are, actually, free.. Unless you expect tons of requests, in which case it would probably be ok to pay for Azure traffic anyway. The whole “setting up” process took about an hour, and I’m going to get into the details in the next post. Again, let’s have a look at the end result:
- Gotchahunter contacts page has been updated with a new url. Also, since for each web request there is going to be a lead in CRM, I had to match some of the form picklists with corresponding lead entity fields:
Other fields did not have to be updated – will get to that a bit later
- Now let’s fill in the contact form:
And submit the request..
- May take a bit of time to process the request, the there is a thank you screen:
- And here is a lead in CRM:
So what happened exactly?
- Gotchahunter site sent all data to a web site in Azure
- A web site in Azure contacted CRM server and stored all data in a special entity
- A plugin in CRM found a mapping record that defines relationships between source form fields and target entity fields
- The plugin then created a lead record in CRM
That’s pretty much it. In the next post, I’ll go into the details on how to enable & configure this integration.