Plugin - vtiger CRM (Capture leads)

The plugin can be downloaded by logging into our website using the account that holds the subscription and heading to Downloads >> My Downloads area.

Download the plugin

RSForm!Pro - vtiger integration

The vtiger Plugin allows integration between RSForm!Pro and the vtiger.com Webservice (Leads). You can use the plugin with a Self Hosted vtiger CRM or with vtiger on demand. The integration is done silently while running in the background, so the user (form submitter) will not notice anything in the frontend.

Installing

You can get the plugin from our website, in the Downloads >> My Downloads section. Once you get there, click on the view all plugins and modules button associated with the RSForm!Pro license and click RSForm!Pro Files >> Plugins >> vtiger integration.

Installing it is done through the default Joomla! Extension Manager, as presented in this article: How to install the plugin

  • vTiger installed successfully

Enabling the integration

Head over to the RSForm!Pro component and Manage the form you would like to send Leads to your vtiger account.

In the Form Properties access the vtiger tab (listing on the left) and switch Use Integration? to Yes and specify the vtiger connection details: Access key, User name and host name.

Using the plugin

Below the plugin's Authentication section you have a list of Lead Information which can be mapped with RSForm!Pro standard fields. Simply type in the placeholder, or click inside a field and you will be able to select it from a list.

  • vtiger Integration Plugin Configuration
Note:

The "Custom field label" will need to match the label you've setup for your custom field in vtiger.

Obtaining the connection details

  • Self Hosted vtiger CRM
  • vtiger on demand

Head over to your self hosted vtiger CRM and access My Preferences:

  • Access the My Preferences section in order to retrieve the username and key.

Grab the username from the first column on the left:

  • Grab your username from the First Column on the left.

And scroll down to the bottom of the page to get the API Key:

  • Scroll to the bottom of the page to grab the key

In the Host URL field, insert the address of your CRM (example: http://localhost/vtigercrm)

Head over to vtiger and login on your account.

Access the My Preferences section:

  • Access Key can be found in the My Preferences section

Scroll down to the bottom of the page and grab your Access Key:

  • Vtiger Profile Setup - Copy the Access Key

And the Host URL can be grabbed directly from the address bar as per this example:

  • This is your address

Video tutorial

04 Mar 2024
Version 3.0.1
  • Added - Joomla! 5 native compatibility - no longer needs the 'Behaviour - Backward Compatibility' plugin.
09 Jun 2021
Version 3.0.0
  • Updated - Joomla! 4.0 and RSForm! Pro 3.0 compatibility.
04 Nov 2019
Version 1.51.3
  • Added - Option to show or hide error messages in the frontend.
  • Updated - Code cleanup and some deprecated code removed.
30 Mar 2016
Version 1.51.2
  • Updated - Duplicating a form now carries over the Vtiger configuration.
  • Updated - Bumped minimum requirements to use RSForm! Pro 1.51.12
17 Mar 2016
Version 1.51.1
  • Updated - Bumped minimum requirements to use Joomla! 2.5.28
  • Fixed - Uninstalling the plugin would not remove its database entries.
09 Oct 2015
Version 1.51.0
  • Added - Joomla! automatic updates support.
  • Updated - Deprecated code removed.
  • Fixed - JSON response is now cleaned up of extra strings to make sure it can be properly decoded.
03 Sep 2015
Version 1.51.0
  • Updated - Bumped minimum requirements to use RSForm! Pro 1.51.0
06 Oct 2014
Version 1.50.0
  • Updated - Vtiger configuration can be backed up and restored.
  • Fixed - Deleting a form would not remove the Vtiger configuration from the database.
22 Nov 2013
Initial Release

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