by KINAMU

Seamlessly and simply engage with prospects and customers using Typeform for Sugar, leading to more responses, higher completion rates, and accelerated growth.

Free 30 day trial
Try it Now

By clicking you consent to share your profile with the developer

Installation Guide

Installation Guide for KINAMU Typeform Integration

Requirements

Sugar 6.x, 8.x, 9.x, 10.x, 11.x, 12.x, 13.x

Step 1

Back up your entire CRM system (files and database)

Step 2

Go into the Administration Section. In the Admin Section navigate to the module loader. From there, select and upload the zipped module. If the module is successfully uploaded, press the install button. From there follow the instructions.

00_Administration.png

2.png

Step 3

After the installation please navigate to the "Repair" section on the administration page and select "Quick Repair and Rebuild" and wait for it to finish.

07_Repair.png

repair.png

After Pressing Execute you should see the message "Database tables are synced with vardefs" if not rebuild again.

Step 4

After successful synchronisation you can find the "Kinamu Typeform Admin Options" on the administration page. From there look for the "Validate License" and enter your SugarOutfitters License Key and hit "Validate".

4.png

Step 5

Now please login into your Typeform account and navigate to https://admin.typeform.com/user/tokens . On this page please generate a new API Key and copy the key to your clipboard. If you already have an API Key to use with Sugar, you can skip this process step and use your existing key.

5.png

Step 6

Go to the Sugar administration page and find "Setup Configuration" in the "Kinamu Typeform Integration Options". Enter your Typeform API Key and save. Submitting the key will create a new webhook in Typeform, generate default configurations and setup a basic field mapping between the two systems.

6.png

Step 7

You can now access the Typeform Settings in the Configurator.

Saving Comment Saving Comment...